BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
35.7%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 14.50M
Full voting authority
14.50M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 879.79K | SH | $375.14M 16.50% | 879.79K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 1.26M | SH | $270.15M 11.88% | 1.26M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 845.17K | SH | $165.82M 7.29% | 845.17K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 877.18K | SH | $116.58M 5.13% | 877.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 241.17K | SH | $105.34M 4.63% | 241.17K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 135.41K | SH | $94.47M 4.16% | 135.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 329.31K | SH | $83.58M 3.68% | 329.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 422.84K | SH | $73.74M 3.24% | 422.84K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.08M | SH | $61.06M 2.69% | 1.08M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 450.20K | SH | $44.08M 1.94% | 450.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 469.90K | SH | $42.54M 1.87% | 469.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 135.61K | SH | $39.00M 1.72% | 135.61K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 129.03K | SH | $37.95M 1.67% | 129.03K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 57.70K | SH | $37.52M 1.65% | 57.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 107.40K | SH | $36.30M 1.60% | 107.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 160.72K | SH | $31.00M 1.36% | 160.72K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 587.08K | SH | $28.62M 1.26% | 587.08K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 446.40K | SH | $28.61M 1.26% | 446.40K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 283.48K | SH | $27.53M 1.21% | 283.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 54.98K | SH | $26.34M 1.16% | 54.98K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.87K | SH | $24.38M 1.07% | 65.87K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 17.55K | SH | $23.18M 1.02% | 17.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 108.56K | SH | $22.61M 0.99% | 108.56K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 22.43K | SH | $21.58M 0.95% | 22.43K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 34.29K | SH | $19.62M 0.86% | 34.29K | 0.00 | 0.00 |