Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHOATE INVESTMENT ADVISORS | 10-30-2023 | 09-30-2023 | 431 | 2,550,586,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $859,179,744 | 2,000,745 | 0.03 | 0.04 | 66,950 | 3.46 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2 | $282,523,617 | 1,993,956 | 0.01 | 0.01 | -17,484 | -0.87 | 09-30-2023 |
| ISHARES TR | NATIONAL MUN ETF | 3 | $121,884,273 | 1,188,651 | 0.00 | 0.01 | -72,206 | -5.73 | 09-30-2023 |
| ISHARES INC | CORE MSCI EMKT | 4 | $113,595,908 | 2,386,970 | 0.00 | 0.00 | 5,933 | 0.25 | 09-30-2023 |
