Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEAN YIELD GROUP | 01-24-2024 | 12-31-2023 | 375 | 237,416,159 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET CLASS A | Stock | 51 | $1,346,612 | 9,640 | 0.00 | 0.00 | -395 | -3.94 | 12-31-2023 |
| MERCK & CO INC COM | Stock | 52 | $1,332,737 | 12,225 | 0.00 | 0.00 | -182 | -1.47 | 12-31-2023 |
| VANECK GREEN BOND ETF | ETF | 53 | $1,313,903 | 55,136 | 0.00 | 0.00 | -5,633 | -9.27 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 54 | $1,278,626 | 3,585 | 0.00 | 0.00 | -85 | -2.32 | 12-31-2023 |
