Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 02-05-2024 | 12-31-2023 | 84 | 279,293,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $17,146,147 | 39,254 | 0.01 | 0.01 | -202 | -0.51 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2 | $11,168,258 | 173,205 | 0.00 | 0.00 | 6,373 | 3.82 | 12-31-2023 |
| APPLE INC | COM | 3 | $10,777,059 | 55,976 | 0.00 | 0.00 | -6,230 | -10.02 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $10,708,496 | 76,659 | 0.00 | 0.00 | -4,555 | -5.61 | 12-31-2023 |
