NASHUA, NH
Allocation by class
Portfolio Concentration
Top 3 weight
32.6%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 944.62K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
944.62K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | COM | 44.28K | SH | $26.46M 18.30% | 0.00 | 0.00 | 44.28K |
NVIDIA CORPORATION COMSOLE | COM | 59.80K | SH | $10.43M 7.21% | 0.00 | 0.00 | 59.80K |
ISHARES EXPANDED TECH SECTOR ETFSOLE | COM | 86.50K | SH | $10.25M 7.09% | 0.00 | 0.00 | 86.50K |
APPLE INC COMSOLE | COM | 23.40K | SH | $5.94M 4.11% | 0.00 | 0.00 | 23.40K |
VANGUARD S&P 500 VALUE ETFSOLE | COM | 27.50K | SH | $5.60M 3.88% | 0.00 | 0.00 | 27.50K |
PACER US CASH COWS 100 ETFSOLE | COM | 57.55K | SH | $3.60M 2.49% | 0.00 | 0.00 | 57.55K |
MICROSOFT CORP COMSOLE | COM | 9.67K | SH | $3.58M 2.48% | 0.00 | 0.00 | 9.67K |
ALPHABET INC CAP STK CL ASOLE | COM | 11.01K | SH | $3.17M 2.19% | 0.00 | 0.00 | 11.01K |
INVESCO QQQ TRUST SERIES ISOLE | COM | 5.25K | SH | $3.03M 2.09% | 0.00 | 0.00 | 5.25K |
AMAZON COM INC COMSOLE | COM | 11.88K | SH | $2.47M 1.71% | 0.00 | 0.00 | 11.88K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | COM | 78.02K | SH | $2.39M 1.66% | 0.00 | 0.00 | 78.02K |
VISA INC COM CL ASOLE | COM | 7.87K | SH | $2.38M 1.64% | 0.00 | 0.00 | 7.87K |
ALPHABET INC CAP STK CL CSOLE | COM | 7.55K | SH | $2.17M 1.50% | 0.00 | 0.00 | 7.55K |
TESLA INC COMSOLE | COM | 5.59K | SH | $2.08M 1.44% | 0.00 | 0.00 | 5.59K |
JPMORGAN CHASE & CO COMSOLE | COM | 6.90K | SH | $2.03M 1.40% | 0.00 | 0.00 | 6.90K |
META PLATFORMS INC CL ASOLE | COM | 3.31K | SH | $1.90M 1.31% | 0.00 | 0.00 | 3.31K |
BROADCOM INC COMSOLE | COM | 5.53K | SH | $1.71M 1.18% | 0.00 | 0.00 | 5.53K |
NETFLIX INC. COMSOLE | COM | 16.59K | SH | $1.60M 1.10% | 0.00 | 0.00 | 16.59K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | COM | 9.88K | SH | $1.46M 1.01% | 0.00 | 0.00 | 9.88K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 3.03K | SH | $1.45M 1.00% | 0.00 | 0.00 | 3.03K |
VANGUARD VALUE ETFSOLE | COM | 6.98K | SH | $1.37M 0.95% | 0.00 | 0.00 | 6.98K |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 2.39K | SH | $1.17M 0.81% | 0.00 | 0.00 | 2.39K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | COM | 3.61K | SH | $1.16M 0.80% | 0.00 | 0.00 | 3.61K |
ISHARES S&P 500 VALUE ETFSOLE | COM | 5.44K | SH | $1.15M 0.79% | 0.00 | 0.00 | 5.44K |
VANGUARD MID-CAP GROWTH ETFSOLE | COM | 4.38K | SH | $1.13M 0.78% | 0.00 | 0.00 | 4.38K |