WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
39.5%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 69.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
69.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 5.54M | SH | $1.78B 24.75% | 0.00 | 0.00 | 5.54M |
ISHARES TRSOLE | CORE MSCI EAFE | 6.66M | SH | $603.21M 8.40% | 0.00 | 0.00 | 6.66M |
ISHARES TRSOLE | CORE S&P TTL STK | 3.19M | SH | $453.67M 6.32% | 0.00 | 0.00 | 3.19M |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 5.02M | SH | $321.53M 4.48% | 0.00 | 0.00 | 5.02M |
ISHARES INCSOLE | CORE MSCI EMKT | 4.27M | SH | $297.93M 4.15% | 0.00 | 0.00 | 4.27M |
ISHARES TROTR | CORE S&P500 ETF | 368.90K | SH | $240.97M 3.35% | 0.00 | 0.00 | 368.90K |
ISHARES TRSOLE | GLB INFRASTR ETF | 2.42M | SH | $162.15M 2.26% | 0.00 | 0.00 | 2.42M |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 2.83M | SH | $153.07M 2.13% | 0.00 | 0.00 | 2.83M |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 227.87K | SH | $148.19M 2.06% | 0.00 | 0.00 | 227.87K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 1.56M | SH | $138.25M 1.92% | 0.00 | 0.00 | 1.56M |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 380.61K | SH | $113.75M 1.58% | 0.00 | 0.00 | 380.61K |
APPLE INCOTR | COM | 391.18K | SH | $99.28M 1.38% | 0.00 | 0.00 | 391.18K |
NVIDIA CORPORATIONOTR | COM | 497.18K | SH | $86.71M 1.21% | 0.00 | 0.00 | 497.18K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 3.26M | SH | $81.77M 1.14% | 0.00 | 0.00 | 3.26M |
ISHARES TROTR | CORE S&P MCP ETF | 1.17M | SH | $79.31M 1.10% | 0.00 | 0.00 | 1.17M |
MICROSOFT CORPSOLE | COM | 206.21K | SH | $76.33M 1.06% | 0.00 | 0.00 | 206.21K |
ISHARES TRSOLE | RUS 1000 ETF | 206.41K | SH | $73.60M 1.02% | 0.00 | 0.00 | 206.41K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 1.58M | SH | $70.28M 0.98% | 0.00 | 0.00 | 1.58M |
FIRST MID BANCSHARES INCSOLE | COM | 1.67M | SH | $68.89M 0.96% | 0.00 | 0.00 | 1.67M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 114.24K | SH | $68.26M 0.95% | 0.00 | 0.00 | 114.24K |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.67M | SH | $67.09M 0.93% | 0.00 | 0.00 | 4.67M |
ISHARES TRSOLE | RUSSELL 3000 ETF | 138.98K | SH | $51.52M 0.72% | 0.00 | 0.00 | 138.98K |
ALPHABET INCOTR | CAP STK CL A | 177.87K | SH | $51.15M 0.71% | 0.00 | 0.00 | 177.87K |
ISHARES TRSOLE | CORE S&P SCP ETF | 346.46K | SH | $43.07M 0.60% | 0.00 | 0.00 | 346.46K |
AMAZON COM INCOTR | COM | 204.32K | SH | $42.55M 0.59% | 0.00 | 0.00 | 204.32K |