Hanson & Doremus Investment Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HD Hanson & Doremus Investment Management | Institutional Filer | ▲ 4.48% | $869K | 534 |
Current Portfolio Holdings
Showing all 534 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Market ETF | — | 7.0M | $177K | 20.33% |
| 2 | VGIT | Vanguard Intermediate Treasury ETF | — | 1.2M | $70K | 8.11% |
| 3 | VEA | Vanguard Developed Market ETF | — | 812K | $52K | 5.98% |
| 4 | VCIT | Vanguard Intermediate Corporate ETF | — | 619K | $51K | 5.89% |
| 5 | VWO | Vanguard Emerging Market ETF | — | 499K | $27K | 3.10% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 79K | $27K | 3.06% |
| 7 | ESGV | Vanguard ESG US Stock ETF | — | 228K | $26K | 2.94% |
| 8 | GLW | Corning Incorporated | Technology | 138K | $19K | 2.15% |
| 9 | MSFT | Microsoft Corporation | Technology | 48K | $18K | 2.03% |
| 10 | VSGX | Vanguard ESG International Stock ETF | — | 246K | $18K | 2.03% |
| 11 | SCHF | Schwab Int'l Equity ETF | — | 622K | $15K | 1.77% |
| 12 | VCEB | Vanguard ESG US Corporate Bond ETF | — | 212K | $13K | 1.53% |
| 13 | STX | Seagate Technology Holdings plc | Technology | 33K | $13K | 1.50% |
| 14 | AAPL | Apple Inc. | Technology | 50K | $13K | 1.46% |
| 15 | SCHW | The Charles Schwab Corporation | Financial Services | 127K | $12K | 1.37% |
Showing 1 to 15 of 534 holdings