Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE ADVISORS INC | 04-15-2024 | 03-31-2024 | 167 | 424,076,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,557,296 | 10,318 | 0.00 | 0.00 | 585 | 6.01 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 52 | $1,532,568 | 19,824 | 0.00 | 0.00 | 38 | 0.19 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $1,506,364 | 11,416 | 0.00 | 0.00 | 534 | 4.91 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 54 | $1,445,554 | 25,347 | 0.00 | 0.00 | 504 | 2.03 | 03-31-2024 |
