BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
27.8%
Top 10 weight
49.2%
Voting Authority Distribution
Total shares with voting rights: 6.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 201.13K | SH | $131.38M 15.51% | 0.00 | 0.00 | 201.13K |
ISHARES TRSOLE | CORE MSCI EAFE | 806.40K | SH | $73.00M 8.62% | 0.00 | 0.00 | 806.40K |
APPLE INCSOLE | COM | 122.85K | SH | $31.18M 3.68% | 0.00 | 0.00 | 122.85K |
STATE STR CORPSOLE | COM | 227.09K | SH | $28.74M 3.39% | 0.00 | 0.00 | 227.09K |
ISHARES TRSOLE | CORE S&P MCP ETF | 414.90K | SH | $28.02M 3.31% | 0.00 | 0.00 | 414.90K |
NVIDIA CORPORATIONSOLE | COM | 159.81K | SH | $27.87M 3.29% | 0.00 | 0.00 | 159.81K |
ISHARES TRSOLE | CORE US AGGBD ET | 274K | SH | $27.20M 3.21% | 0.00 | 0.00 | 274K |
ISHARES TRSOLE | CORE S&P SCP ETF | 215.79K | SH | $26.83M 3.17% | 0.00 | 0.00 | 215.79K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 711.40K | SH | $24.00M 2.83% | 0.00 | 0.00 | 711.40K |
MICROSOFT CORPSOLE | COM | 50.89K | SH | $18.84M 2.22% | 0.00 | 0.00 | 50.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 263.80K | SH | $18.40M 2.17% | 0.00 | 0.00 | 263.80K |
AMAZON COM INCSOLE | COM | 65.48K | SH | $13.64M 1.61% | 0.00 | 0.00 | 65.48K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 20.42K | SH | $13.28M 1.57% | 0.00 | 0.00 | 20.42K |
ISHARES TRSOLE | RUSEL 2500 ETF | 164.19K | SH | $12.54M 1.48% | 0.00 | 0.00 | 164.19K |
ALPHABET INCSOLE | CAP STK CL A | 41.53K | SH | $11.94M 1.41% | 0.00 | 0.00 | 41.53K |
ALPHABET INCSOLE | CAP STK CL C | 36.03K | SH | $10.34M 1.22% | 0.00 | 0.00 | 36.03K |
BROADCOM INCSOLE | COM | 29.81K | SH | $9.23M 1.09% | 0.00 | 0.00 | 29.81K |
ISHARES TRSOLE | MSCI ACWI ETF | 66.55K | SH | $9.21M 1.09% | 0.00 | 0.00 | 66.55K |
ISHARES TRSOLE | NATIONAL MUN ETF | 84.63K | SH | $8.98M 1.06% | 0.00 | 0.00 | 84.63K |
META PLATFORMS INCSOLE | CL A | 12.28K | SH | $7.03M 0.83% | 0.00 | 0.00 | 12.28K |
JPMORGAN CHASE & COSOLE | COM | 22.67K | SH | $6.67M 0.79% | 0.00 | 0.00 | 22.67K |
EXXON MOBIL CORPSOLE | COM | 39.28K | SH | $6.66M 0.79% | 0.00 | 0.00 | 39.28K |
JOHNSON & JOHNSONSOLE | COM | 25.62K | SH | $6.26M 0.74% | 0.00 | 0.00 | 25.62K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.81K | SH | $5.66M 0.67% | 0.00 | 0.00 | 11.81K |
ELI LILLY & COSOLE | COM | 5.87K | SH | $5.40M 0.64% | 0.00 | 0.00 | 5.87K |