WELLESLEY HILLS, MA
Allocation by class
Portfolio Concentration
Top 3 weight
21.0%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 1.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 1 3 YR TREAS BD | 236.96K | SH | $19.23M 11.38% | 0.00 | 0.00 | 236.96K |
MICROSOFT CORPSOLE | COM | 36.09K | SH | $8.66M 5.12% | 0.00 | 0.00 | 36.09K |
APPLE INCSOLE | COM | 59.15K | SH | $7.69M 4.55% | 0.00 | 0.00 | 59.15K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 66.83K | SH | $6.30M 3.73% | 0.00 | 0.00 | 66.83K |
EXXON MOBIL CORPSOLE | COM | 54.66K | SH | $6.03M 3.57% | 0.00 | 0.00 | 54.66K |
PEPSICO INCSOLE | COM | 32.23K | SH | $5.82M 3.45% | 0.00 | 0.00 | 32.23K |
JOHNSON &JOHNSONSOLE | COM | 31.79K | SH | $5.62M 3.32% | 0.00 | 0.00 | 31.79K |
VANGUARD WORLD FDSSOLE | ENERGY ETF | 37.80K | SH | $4.58M 2.71% | 0.00 | 0.00 | 37.80K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 89.31K | SH | $4.42M 2.62% | 0.00 | 0.00 | 89.31K |
BECTON DICKINSON &COSOLE | COM | 16.15K | SH | $4.11M 2.43% | 0.00 | 0.00 | 16.15K |
PALO ALTO NETWORKS INCSOLE | COM | 29.03K | SH | $4.05M 2.40% | 0.00 | 0.00 | 29.03K |
VANGUARD WORLD FDSSOLE | HEALTH CAR ETF | 14.66K | SH | $3.64M 2.15% | 0.00 | 0.00 | 14.66K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 47.79K | SH | $3.61M 2.14% | 0.00 | 0.00 | 47.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.01K | SH | $3.09M 1.83% | 0.00 | 0.00 | 10.01K |
AMAZON COM INCSOLE | COM | 34.82K | SH | $2.92M 1.73% | 0.00 | 0.00 | 34.82K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 25.13K | SH | $2.89M 1.71% | 0.00 | 0.00 | 25.13K |
ALPHABET INCSOLE | CAP STK CL C | 31.09K | SH | $2.76M 1.63% | 0.00 | 0.00 | 31.09K |
ABBVIE INCSOLE | COM | 15.61K | SH | $2.52M 1.49% | 0.00 | 0.00 | 15.61K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 15.45K | SH | $2.35M 1.39% | 0.00 | 0.00 | 15.45K |
PROCTER AND GAMBLE COSOLE | COM | 14.84K | SH | $2.25M 1.33% | 0.00 | 0.00 | 14.84K |
STRYKER CORPORATIONSOLE | COM | 8.67K | SH | $2.12M 1.25% | 0.00 | 0.00 | 8.67K |
MCDONALDS CORPSOLE | COM | 7.92K | SH | $2.09M 1.23% | 0.00 | 0.00 | 7.92K |
COCA COLA COSOLE | COM | 32.23K | SH | $2.05M 1.21% | 0.00 | 0.00 | 32.23K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 7.16K | SH | $1.91M 1.13% | 0.00 | 0.00 | 7.16K |
VANGUARD WORLD FDSSOLE | FINANCIALS ETF | 22.86K | SH | $1.89M 1.12% | 0.00 | 0.00 | 22.86K |