Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE ADVISORS INC | 04-15-2024 | 03-31-2024 | 167 | 424,076,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $74,854,977 | 155,721 | 0.02 | 0.02 | -6,322 | -3.90 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $43,755,297 | 602,441 | 0.01 | 0.01 | -24,205 | -3.86 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $28,369,051 | 565,458 | 0.01 | 0.01 | -2,872 | -0.51 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $17,294,693 | 284,733 | 0.00 | 0.00 | 227,376 | 396.42 | 03-31-2024 |
