Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EATON-CAMBRIDGE INC | 05-15-2024 | 03-31-2024 | 31 | 187,810,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $72,391,974 | 2,265,789 | 0.04 | 0.04 | 121,525 | 5.67 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2 | $33,832,847 | 437,626 | 0.02 | 0.02 | 47,317 | 12.12 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 3 | $23,750,665 | 887,875 | 0.01 | 0.01 | 105,285 | 13.45 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $19,720,638 | 271,522 | 0.01 | 0.01 | 44,176 | 19.43 | 03-31-2024 |
