WESTBOROUGH, MA
Allocation by class
Portfolio Concentration
Top 3 weight
52.0%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 86.39K | SH | $56.43M 23.15% | 0.00 | 0.00 | 86.39K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 184.18K | SH | $36.14M 14.82% | 0.00 | 0.00 | 184.18K |
ISHARES TRSOLE | CORE MSCI INTL | 410.12K | SH | $34.27M 14.06% | 0.00 | 0.00 | 410.12K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 106.63K | SH | $25.34M 10.39% | 0.00 | 0.00 | 106.63K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 241.54K | SH | $22.76M 9.34% | 0.00 | 0.00 | 241.54K |
ISHARES TRSOLE | CORE S&P MCP ETF | 192.52K | SH | $13.00M 5.33% | 0.00 | 0.00 | 192.52K |
SPDR GOLD TRSOLE | GOLD SHS | 23.62K | SH | $10.16M 4.17% | 0.00 | 0.00 | 23.62K |
APPLE INCDFND | COM | 20.43K | SH | $5.19M 2.13% | 0.00 | 0.00 | 20.43K |
ISHARES TRSOLE | CORE MSCI EAFE | 52.38K | SH | $4.74M 1.95% | 0.00 | 0.00 | 52.38K |
ALPHABET INCDFND | CAP STK CL C | 14.29K | SH | $4.10M 1.68% | 0.00 | 0.00 | 14.29K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.82K | SH | $2.53M 1.04% | 0.00 | 0.00 | 8.82K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED LARGE | 53.39K | SH | $1.94M 0.79% | 0.00 | 0.00 | 53.39K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.46K | SH | $1.60M 0.66% | 0.00 | 0.00 | 2.46K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.55K | SH | $1.52M 0.62% | 0.00 | 0.00 | 3.55K |
INVESCO EXCHANGE TRADED FD TSOLE | INTL DIVI ACHI | 67.73K | SH | $1.51M 0.62% | 0.00 | 0.00 | 67.73K |
META PLATFORMS INCDFND | CL A | 2.58K | SH | $1.48M 0.61% | 0.00 | 0.00 | 2.58K |
ISHARES TRSOLE | CORE S&P SCP ETF | 11.12K | SH | $1.38M 0.57% | 0.00 | 0.00 | 11.12K |
MICROSOFT CORPDFND | COM | 3.73K | SH | $1.38M 0.57% | 0.00 | 0.00 | 3.73K |
ALPHABET INCDFND | CAP STK CL A | 4.80K | SH | $1.38M 0.57% | 0.00 | 0.00 | 4.80K |
AMAZON COM INCDFND | COM | 4.88K | SH | $1.02M 0.42% | 0.00 | 0.00 | 4.88K |
NVIDIA CORPORATIONDFND | COM | 5.77K | SH | $1.01M 0.41% | 0.00 | 0.00 | 5.77K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.18K | SH | $952.3K 0.39% | 0.00 | 0.00 | 2.18K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 1.87K | SH | $897.1K 0.37% | 0.00 | 0.00 | 1.87K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 2.39K | SH | $807.4K 0.33% | 0.00 | 0.00 | 2.39K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 6.80K | SH | $763.2K 0.31% | 0.00 | 0.00 | 6.80K |