Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | 10-03-2023 | 09-30-2023 | 289 | 1,125,107,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORP | CS | 101 | $2,376,000 | 5,461 | 0.21 | 0.20 | -194 | -3.43 | 09-30-2023 |
| ISHARES MSCI EAFE ETF | ETF | 102 | $2,309,000 | 33,500 | 0.21 | 0.16 | 6,607 | 24.57 | 09-30-2023 |
| META PLATFORMS INC | CS | 103 | $2,288,000 | 7,621 | 0.20 | 0.19 | -35 | -0.46 | 09-30-2023 |
| ISHARES CORE S&P 500 ETF | ETF | 104 | $2,281,000 | 5,311 | 0.20 | 0.20 | 35 | 0.66 | 09-30-2023 |
