PEABODY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
34.2%
Top 10 weight
58.7%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Full voting authority
2.17M
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 |
|---|---|---|---|---|---|---|---|
ADOBE INCSOLE | COMMON STOCK | 201.49K | SH | $70.52M 23.03% | 201.49K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | COMMON STOCK | 60.11K | SH | $18.82M 6.14% | 60.11K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 47.73K | SH | $15.38M 5.02% | 47.73K | 0.00 | 0.00 |
ISHARES CORE U.S.AGGREGATE BOND ETFSOLE | ETF - FIXED INCOME | 143.82K | SH | $14.36M 4.69% | 143.82K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COMMON STOCK | 47.13K | SH | $12.81M 4.18% | 47.13K | 0.00 | 0.00 |
ISHARES MSCI INTL MOMENTUM FACTOR ETFSOLE | COMMON STOCK | 263.50K | SH | $12.64M 4.13% | 263.50K | 0.00 | 0.00 |
ISHARES TR CORE MSCI EAFESOLE | COMMON STOCK | 110.36K | SH | $9.87M 3.22% | 110.36K | 0.00 | 0.00 |
VISA INCSOLE | COMMON STOCK | 27.78K | SH | $9.74M 3.18% | 27.78K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COMMON STOCK | 40.40K | SH | $8.36M 2.73% | 40.40K | 0.00 | 0.00 |
ISHARES TRUST U S EQUITY FACTOR ETFSOLE | ETF | 105.38K | SH | $7.32M 2.39% | 105.38K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COMMON STOCK | 56.49K | SH | $7.08M 2.31% | 56.49K | 0.00 | 0.00 |
ISHARES TR US TREAS BD ETFSOLE | ETF - FIXED INCOME | 301.40K | SH | $6.94M 2.27% | 301.40K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COMMON STOCK | 34.38K | SH | $6.31M 2.06% | 34.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COMMON STOCK | 17.36K | SH | $6.01M 1.96% | 17.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COMMON STOCK | 29.43K | SH | $5.49M 1.79% | 29.43K | 0.00 | 0.00 |
INVESCO DWA SC MOMENTUMSOLE | COMMON STOCK | 55.77K | SH | $5.40M 1.76% | 55.77K | 0.00 | 0.00 |
DISNEY (WALT) COMPANYSOLE | COMMON STOCK | 45.94K | SH | $5.23M 1.71% | 45.94K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | COMMON STOCK | 4.53K | SH | $4.86M 1.59% | 4.53K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COMMON STOCK | 9.95K | SH | $4.81M 1.57% | 9.95K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COMMON STOCK | 20.49K | SH | $4.69M 1.53% | 20.49K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COMMON STOCK | 31.93K | SH | $4.58M 1.50% | 31.93K | 0.00 | 0.00 |
LINDE PLC NEWSOLE | COMMON STOCK | 9.99K | SH | $4.26M 1.39% | 9.99K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COMMON STOCK | 11.32K | SH | $4.19M 1.37% | 11.32K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COMMON STOCK | 22.16K | SH | $4.09M 1.34% | 22.16K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 48.11K | SH | $4.05M 1.32% | 48.11K | 0.00 | 0.00 |