WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
7.8%
Top 10 weight
17.0%
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 8.53M | SH | $2.47B 3.10% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.67M | SH | $2.00B 2.51% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.60M | SH | $1.72B 2.16% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.66M | SH | $1.22B 1.54% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 16.67M | SH | $1.19B 1.49% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.49M | SH | $1.11B 1.39% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.88M | SH | $1.07B 1.35% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.12M | SH | $982.61M 1.24% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.32M | SH | $903.47M 1.14% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 6.71M | SH | $833.74M 1.05% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.15M | SH | $787.91M 0.99% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.05M | SH | $732.24M 0.92% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.92M | SH | $710.59M 0.89% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 13.67M | SH | $673.55M 0.85% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 13.95M | SH | $658.38M 0.83% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.72M | SH | $593.40M 0.75% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 7.24M | SH | $548.41M 0.69% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.30M | SH | $544.83M 0.69% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.07M | SH | $535.46M 0.67% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.48M | SH | $524.09M 0.66% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 5.67M | SH | $459.51M 0.58% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.34M | SH | $438.18M 0.55% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 1.42M | SH | $430.94M 0.54% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 3.08M | SH | $424.25M 0.53% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 344.85K | SH | $413.62M 0.52% | 0.00 | 0.00 | 0.00 |