WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
7.8%
Top 10 weight
17.2%
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 | 8.96M | SH | $2.27B 3.17% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.64M | SH | $1.72B 2.41% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.08M | SH | $1.58B 2.21% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.02M | SH | $1.12B 1.56% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 16.77M | SH | $1.07B 1.50% | 0.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.62M | SH | $1.05B 1.47% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.78M | SH | $1.03B 1.43% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.40M | SH | $915.42M 1.28% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.33M | SH | $794.65M 1.11% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.72M | SH | $733.15M 1.02% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.59M | SH | $692.43M 0.97% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.97M | SH | $631.69M 0.88% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.15M | SH | $618.89M 0.86% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 13.47M | SH | $572.93M 0.80% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 13.55M | SH | $544.68M 0.76% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.11M | SH | $530.44M 0.74% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.64M | SH | $517.37M 0.72% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.37M | SH | $510.57M 0.71% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 7.23M | SH | $507.08M 0.71% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.57M | SH | $451.60M 0.63% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 1.41M | SH | $415.36M 0.58% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 5.61M | SH | $383.17M 0.54% | 0.00 | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 851.52K | SH | $366.40M 0.51% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 356.88K | SH | $355.61M 0.50% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 2.39M | SH | $354.39M 0.50% | 0.00 | 0.00 | 0.00 |