Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 01-25-2024 | 12-31-2023 | 473 | 537,584,879,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | ETF | 1 | $105,705,000 | 1,898,783 | 19.95 | 19.53 | 555 | 0.03 | 12-31-2023 |
| Vanguard Intermediate Treasury ETF | ETF | 2 | $34,251,000 | 577,401 | 6.46 | 6.06 | 63,450 | 12.35 | 12-31-2023 |
| Vanguard Developed Market ETF | ETF | 3 | $32,568,000 | 679,910 | 6.15 | 5.95 | 20,479 | 3.11 | 12-31-2023 |
| Vanguard Intermediate Corporate ETF | ETF | 4 | $27,719,000 | 341,028 | 5.23 | 4.81 | 33,938 | 11.05 | 12-31-2023 |
