Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NDVR INC | 05-07-2024 | 03-31-2024 | 106 | 104,760,796 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | COM | 1 | $28,487,177 | 45,466 | 0.03 | 0.03 | -1,700 | -3.60 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $20,817,941 | 414,948 | 0.02 | 0.02 | 56,610 | 15.80 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3 | $6,762,855 | 161,907 | 0.01 | 0.01 | 28,070 | 20.97 | 03-31-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 4 | $4,393,371 | 99,736 | 0.00 | 0.00 | -1 | -0.00 | 03-31-2024 |
