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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 151 | $430,000 | 5,103 | 0.09 | 5,103 | +Inf | 03-31-2022 | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 152 | $425,000 | 5,451 | 0.09 | 0.11 | -616 | -10.15 | 03-31-2022 |
| TESLA INC | COM | 153 | $417,000 | 387 | 0.09 | 0.06 | 3 | 0.78 | 03-31-2022 |
| FISERV INC | COM | 154 | $409,000 | 4,033 | 0.09 | 0.10 | -206 | -4.86 | 03-31-2022 |
