WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 76.77M
Full voting authority
76.77M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 2.90M | SH | $506.20M 5.69% | 2.90M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.70M | SH | $431.64M 4.86% | 1.70M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.50M | SH | $430.15M 4.84% | 1.50M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 972.57K | SH | $360.02M 4.05% | 972.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.37M | SH | $286.21M 3.22% | 1.37M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 5.85M | SH | $275.24M 3.10% | 5.85M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 750.10K | SH | $232.16M 2.61% | 750.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 4.54M | SH | $191.61M 2.16% | 4.54M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 1.82M | SH | $180.96M 2.04% | 1.82M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 2.68M | SH | $164.38M 1.85% | 2.68M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 285.59K | SH | $163.40M 1.84% | 285.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 4.81M | SH | $163.28M 1.84% | 4.81M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 519.23K | SH | $152.74M 1.72% | 519.23K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 3.21M | SH | $147.26M 1.66% | 3.21M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 1.67M | SH | $126.57M 1.42% | 1.67M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 680.65K | SH | $115.48M 1.30% | 680.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 237K | SH | $113.57M 1.28% | 237K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 328.48K | SH | $111.01M 1.25% | 328.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 357.30K | SH | $107.99M 1.21% | 357.30K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 3.09M | SH | $104.52M 1.18% | 3.09M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 269.40K | SH | $100.15M 1.13% | 269.40K | 0.00 | 0.00 |
ISHARES TRSOLE | HIGH YLD SYSTM B | 2.12M | SH | $98.47M 1.11% | 2.12M | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 64.03K | SH | $94.27M 1.06% | 64.03K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.12M | SH | $92.12M 1.04% | 1.12M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 291.77K | SH | $81.07M 0.91% | 291.77K | 0.00 | 0.00 |