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 |
|---|---|---|---|---|---|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L | COM | 201 | $266,000 | 10,288 | 0.06 | 10,288 | +Inf | 03-31-2022 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 202 | $255,000 | 1,201 | 0.05 | 0.06 | -85 | -6.61 | 03-31-2022 |
| CATERPILLAR INC | COM | 203 | $252,000 | 1,129 | 0.05 | 0.07 | -507 | -30.99 | 03-31-2022 |
| BUNGE LIMITED | COM | 204 | $251,000 | 2,266 | 0.05 | 2,266 | +Inf | 03-31-2022 |
