Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR ADVISORY CORP /MA/ | 04-29-2024 | 03-31-2024 | 86 | 293,775,384 |
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 | $18,823,731 | 39,159 | 0.01 | 0.01 | -95 | -0.24 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2 | $11,599,180 | 172,248 | 0.00 | 0.00 | -957 | -0.55 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $11,455,806 | 27,242 | 0.00 | 0.00 | -417 | -1.51 | 03-31-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $11,252,435 | 74,554 | 0.00 | 0.00 | -2,105 | -2.75 | 03-31-2024 |
