LOWELL, MA
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 2.07M
Full voting authority
2.07M
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 TRSOLE | CORE S&P MCP ETF | 311.08K | SH | $19.29M 7.21% | 311.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.52K | SH | $18.66M 6.98% | 37.52K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 101.12K | SH | $15.98M 5.97% | 101.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.74K | SH | $14.31M 5.35% | 69.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.20K | SH | $9.92M 3.71% | 45.20K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 15.30K | SH | $9.45M 3.53% | 15.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 318.24K | SH | $9.21M 3.45% | 318.24K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 29.54K | SH | $8.56M 3.20% | 29.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 11.07K | SH | $8.17M 3.06% | 11.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 44.25K | SH | $7.80M 2.92% | 44.25K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 7.20K | SH | $7.13M 2.67% | 7.20K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.79K | SH | $4.52M 1.69% | 5.79K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 19.25K | SH | $3.94M 1.47% | 19.25K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 28.83K | SH | $3.92M 1.47% | 28.83K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 6.94K | SH | $3.90M 1.46% | 6.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 39.04K | SH | $3.87M 1.45% | 39.04K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 31.20K | SH | $3.85M 1.44% | 31.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.80K | SH | $3.84M 1.43% | 10.80K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.43K | SH | $3.46M 1.29% | 9.43K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 58.10K | SH | $3.26M 1.22% | 58.10K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 17.11K | SH | $3.14M 1.17% | 17.11K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 20.87K | SH | $2.99M 1.12% | 20.87K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 10.91K | SH | $2.98M 1.11% | 10.91K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 12.77K | SH | $2.97M 1.11% | 12.77K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 11.45K | SH | $2.63M 0.98% | 11.45K | 0.00 | 0.00 |