Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAIRHAVEN WEALTH MANAGEMENT LLC 02-08-2024 12-31-2023 119 273,016,487
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $44,335,376 92,824 0.02 0.01 13,430 16.92 12-31-2023
ISHARES TR CORE MSCI EAFE 2 $24,948,581 354,635 0.01 0.01 70,142 24.66 12-31-2023
ISHARES TR CORE S&P MCP ETF 3 $21,835,162 78,785 0.01 0.01 -11,053 -12.30 12-31-2023
ISHARES TR CORE S&P SCP ETF 4 $16,107,372 148,798 0.01 0.01 -55,727 -27.25 12-31-2023
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