Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MINOT WEALTH MANAGEMENT LLC | 04-14-2022 | 03-31-2022 | 204 | 464,381,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $30,919,000 | 177,072 | 6.66 | 5.47 | -1,774 | -0.99 | 03-31-2022 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $28,897,000 | 366,295 | 6.22 | 3.26 | 163,115 | 80.28 | 03-31-2022 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $25,807,000 | 57,141 | 5.56 | 4.65 | 6,984 | 13.92 | 03-31-2022 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $17,622,000 | 49,932 | 3.79 | 2.86 | 1,360 | 2.80 | 03-31-2022 |
