WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
39.0%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 70.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
70.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 5.46M | SH | $2.02B 24.67% | 0.00 | 0.00 | 5.46M |
ISHARES TRSOLE | CORE MSCI EAFE | 6.77M | SH | $654.12M 7.99% | 0.00 | 0.00 | 6.77M |
ISHARES TRSOLE | CORE S&P TTL STK | 3.15M | SH | $517.41M 6.32% | 0.00 | 0.00 | 3.15M |
ISHARES INCSOLE | CORE MSCI EMKT | 4.37M | SH | $362.37M 4.43% | 0.00 | 0.00 | 4.37M |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 5.02M | SH | $357.34M 4.37% | 0.00 | 0.00 | 5.02M |
ISHARES TROTR | CORE S&P500 ETF | 370.57K | SH | $277.51M 3.39% | 0.00 | 0.00 | 370.57K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 227.36K | SH | $169.79M 2.07% | 0.00 | 0.00 | 227.36K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 2.83M | SH | $169.04M 2.07% | 0.00 | 0.00 | 2.83M |
ISHARES TRSOLE | GLB INFRASTR ETF | 2.53M | SH | $168.68M 2.06% | 0.00 | 0.00 | 2.53M |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 1.61M | SH | $155.24M 1.90% | 0.00 | 0.00 | 1.61M |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 378.69K | SH | $130.23M 1.59% | 0.00 | 0.00 | 378.69K |
APPLE INCOTR | COM | 394.95K | SH | $114.28M 1.40% | 0.00 | 0.00 | 394.95K |
NVIDIA CORPORATIONOTR | COM | 505.14K | SH | $101.07M 1.24% | 0.00 | 0.00 | 505.14K |
SCHWAB STRATEGIC TROTR | US BRD MKT ETF | 3.25M | SH | $94.21M 1.15% | 0.00 | 0.00 | 3.25M |
ISHARES TROTR | CORE S&P MCP ETF | 1.14M | SH | $88.28M 1.08% | 0.00 | 0.00 | 1.14M |
ISHARES TRSOLE | RUS 1000 ETF | 205.67K | SH | $84.22M 1.03% | 0.00 | 0.00 | 205.67K |
FIRST MID BANCSHARES INCOTR | COM | 1.67M | SH | $80.32M 0.98% | 0.00 | 0.00 | 1.67M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 115.21K | SH | $79.13M 0.97% | 0.00 | 0.00 | 115.21K |
MICROSOFT CORPOTR | COM | 207.72K | SH | $77.49M 0.95% | 0.00 | 0.00 | 207.72K |
MICRON TECHNOLOGY INCOTR | COM | 63.73K | SH | $73.56M 0.90% | 0.00 | 0.00 | 63.73K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 1.58M | SH | $70.91M 0.87% | 0.00 | 0.00 | 1.58M |
ALPHABET INCOTR | CAP STK CL A | 180.49K | SH | $64.50M 0.79% | 0.00 | 0.00 | 180.49K |
NU HLDGS LTDOTR | ORD SHS CL A | 4.65M | SH | $62.15M 0.76% | 0.00 | 0.00 | 4.65M |
ISHARES TRSOLE | RUSSELL 3000 ETF | 138.77K | SH | $59.17M 0.72% | 0.00 | 0.00 | 138.77K |
ISHARES TRSOLE | CORE S&P SCP ETF | 341.43K | SH | $50.64M 0.62% | 0.00 | 0.00 | 341.43K |