Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TWIN FOCUS CAPITAL PARTNERS LLC | 02-13-2024 | 12-31-2023 | 223 | 1,106,663,358 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
HUBSPOT INC | COM | 1 | $283,229,791 | 487,873 | 0.03 | 0.00 | 487,348 | 92828.19 | 12-31-2023 |
PTC INC | COM | 2 | $177,080,865 | 1,012,122 | 0.02 | 1,012,122 | +Inf | 12-31-2023 | |
ISHARES TR | CORE MSCI EAFE | 3 | $61,412,770 | 872,960 | 0.01 | 0.01 | 339,781 | 63.73 | 12-31-2023 |
VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $51,234,730 | 215,980 | 0.00 | 0.01 | 40,117 | 22.81 | 12-31-2023 |