Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREAT DIAMOND PARTNERS LLC | 05-07-2024 | 03-31-2024 | 220 | 435,481,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 3000 ETF | 1 | $27,764,902 | 92,525 | 0.01 | 0.01 | 1,827 | 2.01 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $25,351,203 | 97,542 | 0.01 | 0.01 | 1,814 | 1.89 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $22,660,182 | 305,311 | 0.01 | 0.01 | 13,378 | 4.58 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $13,954,735 | 33,169 | 0.00 | 0.00 | -1,872 | -5.34 | 03-31-2024 |
