WAYLAND, MA
Allocation by class
Portfolio Concentration
Top 3 weight
44.3%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 800.12K
Full voting authority
2.39K
shares
Joint voting authority
0.00
shares
No voting authority
797.73K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 67.21K | SH | $40.16M 30.93% | 367.00 | 0.00 | 66.85K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 29.16K | SH | $10.72M 8.25% | 203.00 | 0.00 | 28.96K |
NATIXIS ETF TRUST IISOLE | NATIXIS LOOMIS | 169.80K | SH | $6.69M 5.15% | 831.00 | 0.00 | 168.97K |
ISHARES TRSOLE | EAFE VALUE ETF | 85.92K | SH | $6.39M 4.92% | 339.00 | 0.00 | 85.58K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 23.58K | SH | $4.85M 3.74% | 25.00 | 0.00 | 23.55K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.60K | SH | $4.61M 3.55% | 41.00 | 0.00 | 6.56K |
NVIDIA CORPORATIONSOLE | COM | 20.09K | SH | $3.50M 2.70% | 0.00 | 0.00 | 20.09K |
AMAZON COM INCSOLE | COM | 14.72K | SH | $3.07M 2.36% | 0.00 | 0.00 | 14.72K |
ISHARES TRSOLE | NATIONAL MUN ETF | 28.41K | SH | $3.02M 2.32% | 41.00 | 0.00 | 28.36K |
APPLE INCSOLE | COM | 10.90K | SH | $2.77M 2.13% | 0.00 | 0.00 | 10.90K |
ALPHABET INCSOLE | CAP STK CL A | 9.58K | SH | $2.76M 2.12% | 0.00 | 0.00 | 9.58K |
MICROSOFT CORPSOLE | COM | 6.27K | SH | $2.32M 1.79% | 0.00 | 0.00 | 6.27K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.37K | SH | $2.29M 1.76% | 51.00 | 0.00 | 5.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 46.59K | SH | $2.23M 1.72% | 71.00 | 0.00 | 46.52K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 7.94K | SH | $1.70M 1.31% | 0.00 | 0.00 | 7.94K |
JPMORGAN CHASE & COSOLE | COM | 5.36K | SH | $1.58M 1.21% | 0.00 | 0.00 | 5.36K |
META PLATFORMS INCSOLE | CL A | 2.60K | SH | $1.49M 1.15% | 0.00 | 0.00 | 2.60K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.35K | SH | $1.47M 1.13% | 0.00 | 0.00 | 4.35K |
BROADCOM INCSOLE | COM | 4.10K | SH | $1.27M 0.98% | 0.00 | 0.00 | 4.10K |
ISHARES TRSOLE | US TREAS BD ETF | 42.69K | SH | $978.0K 0.75% | 183.00 | 0.00 | 42.51K |
MORGAN STANLEYSOLE | COM NEW | 5.59K | SH | $920.2K 0.71% | 0.00 | 0.00 | 5.59K |
ALPHABET INCSOLE | CAP STK CL C | 3.04K | SH | $871.8K 0.67% | 0.00 | 0.00 | 3.04K |
WALMART INCSOLE | COM | 6.64K | SH | $825.2K 0.64% | 0.00 | 0.00 | 6.64K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 4.05K | SH | $823.5K 0.63% | 0.00 | 0.00 | 4.05K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 9.14K | SH | $811.0K 0.62% | 32.00 | 0.00 | 9.11K |