Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW ENGLAND PROFESSIONAL PLANNING GROUP INC | 04-12-2024 | 03-31-2024 | 54 | 191,718,111 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $64,575,958 | 122,829 | 0.03 | 0.03 | -1,644 | -1.32 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 2 | $47,412,511 | 698,682 | 0.02 | 0.03 | 5,920 | 0.85 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 3 | $35,816,314 | 589,668 | 0.02 | 0.02 | 471,652 | 399.65 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $16,737,928 | 151,448 | 0.01 | 0.01 | 962 | 0.64 | 03-31-2024 |
