BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRUST CORE MSCI TOTAL INTL STK ESOLE | ETF | 5.24M | SH | $314.4K 4.72% | 0.00 | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 749.28K | SH | $294.2K 4.42% | 0.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc Class ASOLE | Class A | 406.00 | SH | $215.8K 3.24% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common | 646.72K | SH | $204.2K 3.07% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | Common | 1.07M | SH | $183.6K 2.76% | 0.00 | 0.00 | 0.00 |
SPDR SER TR MSCI USA STRTGICSOLE | ETF | 1.44M | SH | $174.3K 2.62% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATIONSOLE | ETF | 854.65K | SH | $132.8K 1.99% | 0.00 | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 539.37K | SH | $126.7K 1.90% | 0.00 | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKETSOLE | ETF | 488.80K | SH | $103.8K 1.56% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | Class A | 689K | SH | $90.2K 1.35% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common | 558.98K | SH | $81.1K 1.22% | 0.00 | 0.00 | 0.00 |
PEPSICO INCSOLE | Common | 453.06K | SH | $76.8K 1.15% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC - Class BSOLE | Class B | 211.36K | SH | $74.0K 1.11% | 0.00 | 0.00 | 0.00 |
VANGUARD LARGE-CAP INDEX FUNDSOLE | ETF | 365.45K | SH | $71.5K 1.07% | 0.00 | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETF S &P COMPLSOLE | ETF | 459.22K | SH | $65.8K 0.99% | 0.00 | 0.00 | 0.00 |
ISHARES IBONDS DEC 2025 TERM ETFSOLE | ETF | 2.65M | SH | $61.1K 0.92% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUPSOLE | Common | 120.74K | SH | $60.9K 0.91% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPSOLE | Common | 357.30K | SH | $60.2K 0.91% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUSSELLSOLE | ETF | 239.72K | SH | $58.7K 0.88% | 0.00 | 0.00 | 0.00 |
ISHARES IBONDS DEC 2025 TERM MUNI BDS ETFSOLE | ETF | 2.20M | SH | $57.4K 0.86% | 0.00 | 0.00 | 0.00 |
RAYLIANT QUANTAMENTALSOLE | Common | 3.93M | SH | $56.9K 0.85% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Common | 446.77K | SH | $56.8K 0.85% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCSOLE | Class A | 138.77K | SH | $54.9K 0.83% | 0.00 | 0.00 | 0.00 |
MERCK & CO INCSOLE | Common | 523.41K | SH | $53.9K 0.81% | 0.00 | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | Common | 353.90K | SH | $51.6K 0.78% | 0.00 | 0.00 | 0.00 |