BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 65.68K | SH | $11.45M 8.80% | 0.00 | 0.00 | 65.68K |
ISHARES TRSOLE | MSCI ACWI EX US | 99.72K | SH | $6.83M 5.24% | 0.00 | 0.00 | 99.72K |
APPLE INCSOLE | COM | 23.40K | SH | $5.94M 4.56% | 0.00 | 0.00 | 23.40K |
MICROSOFT CORPSOLE | COM | 12.76K | SH | $4.72M 3.63% | 0.00 | 0.00 | 12.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.07K | SH | $4.60M 3.53% | 0.00 | 0.00 | 7.07K |
AMAZON COM INCSOLE | COM | 21.44K | SH | $4.47M 3.43% | 0.00 | 0.00 | 21.44K |
PROFESIONALLY MANAGED PORTFOSOLE | CONGRESS SMID GR | 138.99K | SH | $4.27M 3.28% | 0.00 | 0.00 | 138.99K |
ISHARES TRSOLE | CORE S&P MCP ETF | 51.83K | SH | $3.50M 2.69% | 0.00 | 0.00 | 51.83K |
META PLATFORMS INCSOLE | CL A | 6.07K | SH | $3.47M 2.67% | 0.00 | 0.00 | 6.07K |
BROADCOM INCSOLE | COM | 10.54K | SH | $3.26M 2.51% | 0.00 | 0.00 | 10.54K |
ISHARES TRSOLE | MSCI USA QLT FCT | 16.68K | SH | $3.20M 2.46% | 0.00 | 0.00 | 16.68K |
ALPHABET INCSOLE | CAP STK CL C | 10.65K | SH | $3.06M 2.35% | 0.00 | 0.00 | 10.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.35K | SH | $2.84M 2.18% | 0.00 | 0.00 | 4.35K |
EXXON MOBIL CORPSOLE | COM | 12.99K | SH | $2.20M 1.69% | 0.00 | 0.00 | 12.99K |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 60.20K | SH | $2.18M 1.67% | 0.00 | 0.00 | 60.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.42K | SH | $2.06M 1.58% | 0.00 | 0.00 | 6.42K |
ALPHABET INCSOLE | CAP STK CL A | 7K | SH | $2.01M 1.55% | 0.00 | 0.00 | 7K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.46K | SH | $1.95M 1.50% | 0.00 | 0.00 | 4.46K |
JOHNSON & JOHNSONSOLE | COM | 6.30K | SH | $1.54M 1.18% | 0.00 | 0.00 | 6.30K |
BEACON FINANCIAL CORP.SOLE | COM | 50.92K | SH | $1.53M 1.17% | 0.00 | 0.00 | 50.92K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 40.87K | SH | $1.38M 1.06% | 0.00 | 0.00 | 40.87K |
ISHARES INCSOLE | CORE MSCI EMKT | 18.99K | SH | $1.32M 1.02% | 0.00 | 0.00 | 18.99K |
MORGAN STANLEYSOLE | COM NEW | 7.26K | SH | $1.20M 0.92% | 0.00 | 0.00 | 7.26K |
ISHARES TRSOLE | CORE MSCI EAFE | 13.09K | SH | $1.19M 0.91% | 0.00 | 0.00 | 13.09K |
ELI LILLY & COSOLE | COM | 1.26K | SH | $1.16M 0.89% | 0.00 | 0.00 | 1.26K |