Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FINANCIAL MANGEMENT LLC | 11-09-2023 | 09-30-2023 | 301 | 2,673,884,344 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 101 | $4,605,103 | 9,013 | 0.00 | 0.00 | 103 | 1.16 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 102 | $4,587,046 | 64,825 | 0.00 | 0.00 | 640 | 1.00 | 09-30-2023 |
| SALESFORCE INC | COM | 103 | $4,548,559 | 22,431 | 0.00 | 0.00 | -1,024 | -4.37 | 09-30-2023 |
| ROSS STORES INC | COM | 104 | $4,200,611 | 37,190 | 0.00 | 0.00 | -1,805 | -4.63 | 09-30-2023 |
