BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
84.5%
Voting Authority Distribution
Total shares with voting rights: 4.20M
Full voting authority
4.20M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Total US Stock Market ETFSOLE | TOTAL STK MKT | 175.67K | SH | $56.36M 30.27% | 175.67K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 277.97K | SH | $17.81M 9.57% | 277.97K | 0.00 | 0.00 |
Intuit ComSOLE | COM | 40.96K | SH | $17.71M 9.51% | 40.96K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 29.27K | SH | $17.49M 9.39% | 29.27K | 0.00 | 0.00 |
Payoneer Global IncSOLE | COM | 2.89M | SH | $13.96M 7.50% | 2.89M | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | FTSE EMR MKT ETF | 167.41K | SH | $9.05M 4.86% | 167.41K | 0.00 | 0.00 |
iShares Gold TrustSOLE | ISHARES NEW | 100.80K | SH | $8.89M 4.77% | 100.80K | 0.00 | 0.00 |
SPDR Developed World Ex-US ETFSOLE | STATE STREET SPD | 152.56K | SH | $6.96M 3.74% | 152.56K | 0.00 | 0.00 |
Vanguard Growth Index Fund ETFSOLE | GROWTH ETF | 12.24K | SH | $5.35M 2.87% | 12.24K | 0.00 | 0.00 |
Invesco Exchange (traded FD TR S&P500 Eql WGT)SOLE | S&P500 EQL WGT | 19.74K | SH | $3.79M 2.04% | 19.74K | 0.00 | 0.00 |
Tortoise North American Pipeline FundSOLE | NORTH AMRCN PIPE | 68.39K | SH | $2.90M 1.56% | 68.39K | 0.00 | 0.00 |
AppleSOLE | COM | 6.65K | SH | $1.69M 0.91% | 6.65K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 3.94K | SH | $1.46M 0.78% | 3.94K | 0.00 | 0.00 |
Vanguard Large-Cap (index Fund)SOLE | LARGE CAP ETF | 4.88K | SH | $1.46M 0.78% | 4.88K | 0.00 | 0.00 |
Alphabet (Google) Class ASOLE | CAP STK CL A | 4.20K | SH | $1.21M 0.65% | 4.20K | 0.00 | 0.00 |
Vanguard Value Index Fund ETFSOLE | VALUE ETF | 6.11K | SH | $1.20M 0.64% | 6.11K | 0.00 | 0.00 |
Alphabet (Google) Class CSOLE | CAP STK CL C | 4.18K | SH | $1.20M 0.64% | 4.18K | 0.00 | 0.00 |
KraneShares California Carbon Allowance ETFSOLE | CALIFORNIA CARB | 77.05K | SH | $1.14M 0.61% | 77.05K | 0.00 | 0.00 |
Vanguard Small-Cap Growth ETFSOLE | SML CP GRW ETF | 3.68K | SH | $1.11M 0.60% | 3.68K | 0.00 | 0.00 |
SPDR Emerging Markets ETFSOLE | STATE STREET SPD | 22.36K | SH | $1.05M 0.56% | 22.36K | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | SM CP VAL ETF | 4.54K | SH | $987.4K 0.53% | 4.54K | 0.00 | 0.00 |
CrowdstrikeSOLE | CL A | 2.11K | SH | $823.0K 0.44% | 2.11K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 1.22K | SH | $792.5K 0.43% | 1.22K | 0.00 | 0.00 |
Barclays Select MLP ETNSOLE | IPATH SELCT MLP | 18.68K | SH | $642.8K 0.35% | 18.68K | 0.00 | 0.00 |
Vanguard Total World Stock Index ETFSOLE | TT WRLD ST ETF | 3.77K | SH | $521.5K 0.28% | 3.77K | 0.00 | 0.00 |