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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL U.S. LARGE | ETF | 201 | $542,000 | 9,682 | 0.05 | 0.06 | -1,785 | -15.57 | 09-30-2023 |
| INVITATION HOMES INC | CS | 202 | $538,000 | 16,965 | 0.05 | 0.05 | 320 | 1.92 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC | CS | 203 | $531,000 | 1 | 0.05 | 0.04 | 0 | 0.00 | 09-30-2023 |
| VANGUARD COMMUNICATION SERVICE | ETF | 204 | $530,000 | 5,041 | 0.05 | 0.06 | -1,950 | -27.89 | 09-30-2023 |
