Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | 02-01-2023 | 12-31-2022 | 349 | 379,096,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5YR INVT GR CP | 251 | $387,985 | 8,107 | 0.00 | 0.11 | 62 | 0.77 | 12-31-2022 |
| ISHARES TR | SP SMCP600VL ETF | 252 | $387,501 | 4,244 | 0.00 | 0.08 | 1,018 | 31.56 | 12-31-2022 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 253 | $382,965 | 7,638 | 0.00 | 0.10 | 169 | 2.26 | 12-31-2022 |
| MONDELEZ INTL INC | CL A | 254 | $381,031 | 5,717 | 0.00 | 0.09 | 10 | 0.18 | 12-31-2022 |
