BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.0%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 9.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 75.63K | SH | $45.19M 5.44% | 0.00 | 0.00 | 75.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 427.64K | SH | $27.40M 3.30% | 0.00 | 0.00 | 427.64K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 127.49K | SH | $27.24M 3.28% | 0.00 | 0.00 | 127.49K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 60.57K | SH | $25.83M 3.11% | 0.00 | 0.00 | 60.57K |
APPLE INCSOLE | COM | 97.62K | SH | $24.78M 2.98% | 0.00 | 0.00 | 97.62K |
NVIDIA CORPORATIONSOLE | COM | 118.85K | SH | $20.73M 2.50% | 0.00 | 0.00 | 118.85K |
MICROSOFT CORPSOLE | COM | 52.85K | SH | $19.56M 2.36% | 0.00 | 0.00 | 52.85K |
AMAZON COM INCSOLE | COM | 87.69K | SH | $18.26M 2.20% | 0.00 | 0.00 | 87.69K |
ISHARES TRSOLE | CORE UNIVRSL USD | 341.08K | SH | $15.75M 1.90% | 0.00 | 0.00 | 341.08K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 472.90K | SH | $15.21M 1.83% | 0.00 | 0.00 | 472.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 26.12K | SH | $15.08M 1.82% | 0.00 | 0.00 | 26.12K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.43K | SH | $13.93M 1.68% | 0.00 | 0.00 | 21.43K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 238.05K | SH | $13.85M 1.67% | 0.00 | 0.00 | 238.05K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.84K | SH | $13.62M 1.64% | 0.00 | 0.00 | 20.84K |
JPMORGAN CHASE & COSOLE | COM | 40.46K | SH | $11.90M 1.43% | 0.00 | 0.00 | 40.46K |
META PLATFORMS INCSOLE | CL A | 16.75K | SH | $9.58M 1.15% | 0.00 | 0.00 | 16.75K |
ALPHABET INCSOLE | CAP STK CL A | 33.12K | SH | $9.52M 1.15% | 0.00 | 0.00 | 33.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 171.36K | SH | $9.26M 1.12% | 0.00 | 0.00 | 171.36K |
BROADCOM INCSOLE | COM | 29K | SH | $8.97M 1.08% | 0.00 | 0.00 | 29K |
ISHARES TRSOLE | MSCI USA QLT FCT | 45.60K | SH | $8.75M 1.05% | 0.00 | 0.00 | 45.60K |
ALPHABET INCSOLE | CAP STK CL C | 29.48K | SH | $8.46M 1.02% | 0.00 | 0.00 | 29.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.09K | SH | $8.37M 1.01% | 0.00 | 0.00 | 26.09K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 37.56K | SH | $7.81M 0.94% | 0.00 | 0.00 | 37.56K |
ISHARES INCSOLE | CORE MSCI EMKT | 108.15K | SH | $7.54M 0.91% | 0.00 | 0.00 | 108.15K |
EXXON MOBIL CORPSOLE | COM | 43.33K | SH | $7.35M 0.89% | 0.00 | 0.00 | 43.33K |