Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL PARTNERS LLC | 11-14-2022 | 09-30-2022 | 302 | 1,042,509,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FASTENAL CO | COM | 351 | $342,000 | 7,435 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
| ISHARES TR | RUS 1000 ETF | 352 | $340,000 | 1,722 | 0.03 | 0.03 | 115 | 7.16 | 09-30-2022 |
| ISHARES TR | ISHS 1-5 YR INVS | 353 | $339,000 | 6,879 | 0.03 | 6,879 | +Inf | 09-30-2022 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 354 | $338,000 | 6,228 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
