NORWOOD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
27.8%
Top 10 weight
52.7%
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 |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI EAFE ETFSOLE | UIT EXCHANGE TRADED | 188.52K | SH | $18.03M 17.35% | 188.52K | 0.00 | 0.00 |
FIDELITY ENHANCED INTERNATIONAL ETFSOLE | UIT EXCHANGE TRADED | 163.08K | SH | $6.07M 5.84% | 163.08K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | COMMON STOCK | 16.61K | SH | $4.78M 4.60% | 16.61K | 0.00 | 0.00 |
TRAVELERS COS INCSOLE | COMMON STOCK | 15.15K | SH | $4.42M 4.25% | 15.15K | 0.00 | 0.00 |
JPMORGAN MORTGAGE-BACKEDSECURITIES ETFSOLE | UIT EXCHANGE TRADED | 81.58K | SH | $4.16M 4.00% | 81.58K | 0.00 | 0.00 |
BJS WHSL CLUB HLDGS INCSOLE | COMMON STOCK | 39.40K | SH | $3.88M 3.73% | 39.40K | 0.00 | 0.00 |
AMGEN INCSOLE | COMMON STOCK | 10.15K | SH | $3.57M 3.44% | 10.15K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COMMON STOCK | 45.02K | SH | $3.49M 3.36% | 45.02K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 11.03K | SH | $3.24M 3.12% | 11.03K | 0.00 | 0.00 |
STIFEL FINL CORPSOLE | COMMON STOCK | 42.06K | SH | $3.11M 2.99% | 42.06K | 0.00 | 0.00 |
LOWES COS INCSOLE | COMMON STOCK | 12.49K | SH | $2.95M 2.84% | 12.49K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COMMON STOCK | 861.00 | SH | $2.91M 2.80% | 861.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCK | 11.08K | SH | $2.71M 2.61% | 11.08K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGSSOLE | COMMON STOCK | 39.06K | SH | $2.64M 2.54% | 39.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 7.11K | SH | $2.63M 2.53% | 7.11K | 0.00 | 0.00 |
KROGER COSOLE | COMMON STOCK | 36.15K | SH | $2.62M 2.52% | 36.15K | 0.00 | 0.00 |
DANAHER CORPSOLE | COMMON STOCK | 13.42K | SH | $2.54M 2.45% | 13.42K | 0.00 | 0.00 |
PENTAIR PLC FSOLE | FOREIGN ORDINARIES | 28.97K | SH | $2.52M 2.43% | 28.97K | 0.00 | 0.00 |
SYSCO CORPSOLE | COMMON STOCK | 34.24K | SH | $2.44M 2.35% | 34.24K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 9.14K | SH | $2.32M 2.23% | 9.14K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFICSOLE | COMMON STOCK | 4.62K | SH | $2.27M 2.19% | 4.62K | 0.00 | 0.00 |
CARRIER GLOBAL CORPSOLE | COMMON STOCK | 37.80K | SH | $2.13M 2.05% | 37.80K | 0.00 | 0.00 |
NEXTPOWER INC CLASS ASOLE | COMMON STOCK | 16.04K | SH | $1.93M 1.86% | 16.04K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COMMON STOCK | 19.43K | SH | $1.87M 1.80% | 19.43K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COMMON STOCK | 20.89K | SH | $1.87M 1.80% | 20.89K | 0.00 | 0.00 |