BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | CS | 336.63K | SH | $85.4K 5.96% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 420.41K | SH | $52.6K 3.67% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US LRG CAPSOLE | ETF | 1.85M | SH | $47.4K 3.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | CS | 119.39K | SH | $44.2K 3.08% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | CS | 137.09K | SH | $39.3K 2.74% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | CS | 179.51K | SH | $37.4K 2.61% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | CS | 126.59K | SH | $37.2K 2.60% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | CS | 118.72K | SH | $36.7K 2.56% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INC COMSOLE | CS | 41.91K | SH | $36.6K 2.55% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | CS | 102.82K | SH | $34.7K 2.42% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TR STATE STSOLE | CS | 520.19K | SH | $31.9K 2.22% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | CS | 150.22K | SH | $24.7K 1.72% | 0.00 | 0.00 | 0.00 |
VISA INC COM CL ASOLE | CS | 80.28K | SH | $24.3K 1.69% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDSOLE | ETF | 455.06K | SH | $23.0K 1.61% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR INTL EQTYSOLE | ETF | 866.10K | SH | $21.4K 1.50% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | CS | 33.95K | SH | $19.4K 1.35% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 446.21K | SH | $19.2K 1.34% | 0.00 | 0.00 | 0.00 |
WELLTOWER INC COMSOLE | CS | 95.11K | SH | $18.8K 1.31% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | ETF | 267.01K | SH | $18.6K 1.30% | 0.00 | 0.00 | 0.00 |
NETFLIX INC. COMSOLE | CS | 191.19K | SH | $18.4K 1.28% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | CS | 19.09K | SH | $17.6K 1.22% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 99.61K | SH | $15.7K 1.09% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CS | 32.15K | SH | $15.4K 1.07% | 0.00 | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | CS | 22.25K | SH | $15.2K 1.06% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | CS | 86.11K | SH | $15.0K 1.05% | 0.00 | 0.00 | 0.00 |