Instuitional Investor - Beaumont Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Beaumont Financial Partners, Llc
Portfolio Value $1,042,509,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
1,740,775 $174,547,000 16.74%
2. AAPL 343,018 $47,405,000 4.54%
3.
Litman Gregory Fds Tr
1,280,435 $43,458,000 4.16%
4. MSFT 147,224 $34,288,000 3.28%
5.
Vanguard Index Fds
91,133 $29,919,000 2.86%