Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAMBRIDGE ADVISORS INC 10-17-2023 09-30-2023 164 372,433,586
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $63,634,177 162,043 0.02 0.02 -8,049 -4.73 09-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $43,727,372 626,646 0.01 0.01 -3,328 -0.53 09-30-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3 $24,847,408 568,330 0.01 0.01 3,674 0.65 09-30-2023
ISHARES TR CORE S&P MCP ETF 4 $14,302,033 57,357 0.00 0.00 -750 -1.29 09-30-2023
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