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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | COM | 101 | $833,000 | 3,455 | 0.18 | 3,455 | +Inf | 03-31-2022 | |
| LILLY ELI & CO | COM | 102 | $798,000 | 2,787 | 0.17 | 0.13 | 207 | 8.02 | 03-31-2022 |
| ISHARES TR | RUS 2000 GRW ETF | 103 | $797,000 | 3,116 | 0.17 | 0.20 | 0 | 0.00 | 03-31-2022 |
| LOCKHEED MARTIN CORP | COM | 104 | $783,000 | 1,774 | 0.17 | 0.14 | -63 | -3.43 | 03-31-2022 |
