Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHARTER RESEARCH & INVESTMENT GROUP INC | 02-12-2024 | 12-31-2023 | 86 | 120,479,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $622,465 | 2,624 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ORACLE CORP | Common | 52 | $603,093 | 5,720 | 0.00 | 0.00 | 530 | 10.21 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 53 | $590,480 | 1,220 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WATERS CORP | Common | 54 | $559,691 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
