Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS LLC | 02-13-2024 | 12-31-2023 | 223 | 1,106,663,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 51 | $3,934,310 | 27,131 | 0.00 | 0.00 | -9,282 | -25.49 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 52 | $3,908,002 | 23,649 | 0.00 | 0.00 | 2,817 | 13.52 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 53 | $3,675,515 | 132,738 | 0.00 | 132,738 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 54 | $3,599,931 | 56,844 | 0.00 | 0.00 | -62,470 | -52.36 | 12-31-2023 |
