BRAINTREE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
29.2%
Voting Authority Distribution
Total shares with voting rights: 3.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 16.42K | SH | $12.02M 4.30% | 0.00 | 0.00 | 16.42K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 121.16K | SH | $9.77M 3.50% | 0.00 | 0.00 | 121.16K |
APPLE INCSOLE | COM | 31.66K | SH | $9.15M 3.28% | 0.00 | 0.00 | 31.66K |
NVIDIA CORPORATIONSOLE | COM | 40.57K | SH | $8.64M 3.10% | 0.00 | 0.00 | 40.57K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 168.91K | SH | $8.35M 2.99% | 0.00 | 0.00 | 168.91K |
MICROSOFT CORPSOLE | COM | 17.39K | SH | $7.36M 2.64% | 0.00 | 0.00 | 17.39K |
AMAZON COM INCSOLE | COM | 26.39K | SH | $7.19M 2.57% | 0.00 | 0.00 | 26.39K |
ALPHABET INCSOLE | CAP STK CL A | 17.02K | SH | $6.73M 2.41% | 0.00 | 0.00 | 17.02K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 45.38K | SH | $6.28M 2.25% | 0.00 | 0.00 | 45.38K |
SEI EXCHANGE TRADED FUNDSSOLE | SELECT INTL EQUI | 173.56K | SH | $6.04M 2.16% | 0.00 | 0.00 | 173.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.99K | SH | $5.40M 1.93% | 0.00 | 0.00 | 14.99K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 26.25K | SH | $5.35M 1.92% | 0.00 | 0.00 | 26.25K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.95K | SH | $4.83M 1.73% | 0.00 | 0.00 | 6.95K |
ALPHABET INCSOLE | CAP STK CL C | 12.07K | SH | $4.74M 1.70% | 0.00 | 0.00 | 12.07K |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 121.11K | SH | $4.54M 1.63% | 0.00 | 0.00 | 121.11K |
LAM RESEARCH CORPSOLE | COM NEW | 15.96K | SH | $4.54M 1.62% | 0.00 | 0.00 | 15.96K |
ISHARES TRSOLE | CORE DIV GRWTH | 60.98K | SH | $4.47M 1.60% | 0.00 | 0.00 | 60.98K |
META PLATFORMS INCSOLE | CL A | 6.58K | SH | $4.07M 1.46% | 0.00 | 0.00 | 6.58K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 25.95K | SH | $4.00M 1.43% | 0.00 | 0.00 | 25.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.30K | SH | $3.94M 1.41% | 0.00 | 0.00 | 8.30K |
GOLDMAN SACHS ETF TRSOLE | SMALL CAP EQUITY | 52.75K | SH | $3.26M 1.17% | 0.00 | 0.00 | 52.75K |
BROADCOM INCSOLE | COM | 7.49K | SH | $3.12M 1.12% | 0.00 | 0.00 | 7.49K |
EXXON MOBIL CORPSOLE | COM | 21.27K | SH | $3.10M 1.11% | 0.00 | 0.00 | 21.27K |
TESLA INCSOLE | COM | 7.21K | SH | $2.93M 1.05% | 0.00 | 0.00 | 7.21K |
ELI LILLY & COSOLE | COM | 2.90K | SH | $2.82M 1.01% | 0.00 | 0.00 | 2.90K |