Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR INVESTMENT ADVISORY LLC | 04-12-2024 | 03-31-2024 | 1339 | 956,636,952 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARLYLE GROUP INC COM | Stock | 301 | $281,460 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD HEALTH CARE ETF | ETF | 302 | $280,529 | 1,037 | 0.00 | 0.00 | 111 | 11.99 | 03-31-2024 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | 303 | $279,531 | 2,953 | 0.00 | 0.00 | 1,211 | 69.52 | 03-31-2024 |
| GENERAL MLS INC COM | Stock | 304 | $278,691 | 3,983 | 0.00 | 0.00 | -89 | -2.19 | 03-31-2024 |
