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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $1,191,435 | 7,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEYERHAEUSER CO MTN BE | COM NEW | 102 | $1,177,309 | 32,785 | 0.00 | 0.00 | -1,350 | -3.95 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2026 | 103 | $1,139,076 | 47,760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 104 | $1,044,765 | 12,081 | 0.00 | 0.00 | -620 | -4.88 | 03-31-2024 |
