NEWTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
64.0%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Full voting authority
1.08M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 81.99K | SH | $48.99M 32.06% | 81.99K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 545.49K | SH | $34.95M 22.88% | 545.49K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 52.97K | SH | $13.87M 9.08% | 52.97K | 0.00 | 0.00 |
VANGUARD MID CAP ETFSOLE | ETF | 22.05K | SH | $6.33M 4.14% | 22.05K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 17.52K | SH | $4.45M 2.91% | 17.52K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 6.45K | SH | $4.20M 2.75% | 6.45K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 6.98K | SH | $4.03M 2.64% | 6.98K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 7.26K | SH | $2.69M 1.76% | 7.26K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 49.38K | SH | $2.67M 1.75% | 49.38K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 9.07K | SH | $1.89M 1.24% | 9.07K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 24.05K | SH | $1.86M 1.21% | 24.05K | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INC COM CL ASOLE | Stock | 77.68K | SH | $1.82M 1.19% | 77.68K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 4.89K | SH | $1.81M 1.19% | 4.89K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 8.19K | SH | $1.43M 0.93% | 8.18K | 0.00 | 0.00 |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 3.02K | SH | $1.40M 0.91% | 3.02K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 3.91K | SH | $1.15M 0.75% | 3.91K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 3.97K | SH | $1.14M 0.75% | 3.97K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 20.85K | SH | $1.04M 0.68% | 20.85K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 14.64K | SH | $1.02M 0.67% | 14.64K | 0.00 | 0.00 |
VANGUARD EUROPEANSOLE | ETF | 11.13K | SH | $917.4K 0.60% | 11.13K | 0.00 | 0.00 |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | ETF | 10.46K | SH | $873.7K 0.57% | 10.46K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 3.87K | SH | $795.4K 0.52% | 3.87K | 0.00 | 0.00 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 1.26K | SH | $777.7K 0.51% | 1.26K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 2.51K | SH | $614.3K 0.40% | 2.51K | 0.00 | 0.00 |
GENERAL DYNAMICS CORP COMSOLE | Stock | 1.61K | SH | $554.0K 0.36% | 1.61K | 0.00 | 0.00 |