BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
10.0%
Top 10 weight
19.3%
Voting Authority Distribution
Total shares with voting rights: 125.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
125.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.30M | SH | $395.51M 3.83% | 0.00 | 0.00 | 1.30M |
APPLE INCDFND | COM | 1.92M | SH | $394.34M 3.82% | 0.00 | 0.00 | 1.92M |
MICROSOFT CORPDFND | COM | 490.59K | SH | $244.03M 2.36% | 0.00 | 0.00 | 490.59K |
NVIDIA CORPORATIONDFND | COM | 1.28M | SH | $201.59M 1.95% | 0.00 | 0.00 | 1.28M |
SELECT SECTOR SPDR TRDFND | FINANCIAL | 2.88M | SH | $150.80M 1.46% | 0.00 | 0.00 | 2.88M |
META PLATFORMS INCDFND | CL A | 176.76K | SH | $130.47M 1.26% | 0.00 | 0.00 | 176.76K |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 715.90K | SH | $130.11M 1.26% | 0.00 | 0.00 | 715.90K |
JANUS DETROIT STR TRDFND | HENDERSON SECURI | 2.28M | SH | $120.03M 1.16% | 0.00 | 0.00 | 2.28M |
JANUS DETROIT STR TRDFND | HENDERSON MTG | 2.63M | SH | $118.56M 1.15% | 0.00 | 0.00 | 2.63M |
SELECT SECTOR SPDR TRDFND | COMMUNICATION | 1.02M | SH | $110.69M 1.07% | 0.00 | 0.00 | 1.02M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 190.32K | SH | $108.11M 1.05% | 0.00 | 0.00 | 190.32K |
AMERICAN CENTY ETF TRDFND | AVANTIS EMGMKT | 1.32M | SH | $90.44M 0.88% | 0.00 | 0.00 | 1.32M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 186.15K | SH | $90.43M 0.88% | 0.00 | 0.00 | 186.15K |
BROADCOM INCDFND | COM | 305.95K | SH | $84.34M 0.82% | 0.00 | 0.00 | 305.95K |
VISA INCDFND | COM CL A | 231.51K | SH | $82.20M 0.80% | 0.00 | 0.00 | 231.51K |
COCA COLA CODFND | COM | 1.16M | SH | $82.02M 0.79% | 0.00 | 0.00 | 1.16M |
JPMORGAN CHASE & CO.DFND | COM | 263.72K | SH | $76.45M 0.74% | 0.00 | 0.00 | 263.72K |
ALPHABET INCDFND | CAP STK CL A | 425.23K | SH | $74.94M 0.73% | 0.00 | 0.00 | 425.23K |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 984.10K | SH | $72.46M 0.70% | 0.00 | 0.00 | 984.10K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 918.43K | SH | $72.28M 0.70% | 0.00 | 0.00 | 918.43K |
SELECT SECTOR SPDR TRDFND | SBI HEALTHCARE | 535.40K | SH | $72.17M 0.70% | 0.00 | 0.00 | 535.40K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 346.05K | SH | $70.83M 0.69% | 0.00 | 0.00 | 346.05K |
PROFESIONALLY MANAGED PORTFODFND | CONGRESS INTERME | 2.72M | SH | $67.72M 0.66% | 0.00 | 0.00 | 2.72M |
SPDR SERIES TRUSTDFND | PORTFOLIO LN TSR | 2.51M | SH | $66.76M 0.65% | 0.00 | 0.00 | 2.51M |
WORLD GOLD TRDFND | SPDR GLD MINIS | 947.41K | SH | $62.07M 0.60% | 0.00 | 0.00 | 947.41K |