Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HANSON & DOREMUS INVESTMENT MANAGEMENT | 04-22-2024 | 03-31-2024 | 472 | 580,393,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF | ETF | 1 | $117,289,000 | 1,921,202 | 20.21 | 19.95 | 22,419 | 1.18 | 03-31-2024 |
| Vanguard Intermediate Treasury ETF | ETF | 2 | $38,802,000 | 662,719 | 6.69 | 6.46 | 85,318 | 14.78 | 03-31-2024 |
| Vanguard Developed Market ETF | ETF | 3 | $35,411,000 | 705,820 | 6.10 | 6.15 | 25,910 | 3.81 | 03-31-2024 |
| Vanguard Intermediate Corporate ETF | ETF | 4 | $29,968,000 | 372,226 | 5.16 | 5.23 | 31,198 | 9.15 | 03-31-2024 |
