WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
36.9%
Top 10 weight
59.7%
Voting Authority Distribution
Total shares with voting rights: 6.60M
Full voting authority
6.60M
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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TrustSOLE | ETF | 426.02K | SH | $182.1K 22.03% | 426.02K | 0.00 | 0.00 |
JP Morgan USD UltraShort Income ETFSOLE | ETF | 1.76M | SH | $88.2K 10.66% | 1.76M | 0.00 | 0.00 |
iShares Ultra Short-Term Bond ETFSOLE | ETF | 690.10K | SH | $34.8K 4.20% | 690.10K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | Common Stock | 259.95K | SH | $33.0K 4.00% | 259.95K | 0.00 | 0.00 |
Microsoft CorporationSOLE | Common Stock | 98.78K | SH | $31.2K 3.77% | 98.78K | 0.00 | 0.00 |
Eli Lilly and CompanySOLE | Common Stock | 53.92K | SH | $29.0K 3.50% | 53.92K | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | Common Stock | 46.42K | SH | $26.2K 3.17% | 46.42K | 0.00 | 0.00 |
Amphenol Corporation Class ASOLE | Common Stock | 291K | SH | $24.4K 2.96% | 291K | 0.00 | 0.00 |
Quanta Services ComSOLE | Common Stock | 122.96K | SH | $23.0K 2.78% | 122.96K | 0.00 | 0.00 |
Thermo Fisher Scientific Inc.SOLE | Common Stock | 42.64K | SH | $21.6K 2.61% | 42.64K | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | Common Stock | 147.34K | SH | $21.4K 2.58% | 147.34K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class BSOLE | Common Stock | 60.60K | SH | $21.2K 2.57% | 60.60K | 0.00 | 0.00 |
Vertex Pharmaceuticals IncorporatedSOLE | Common Stock | 59.36K | SH | $20.6K 2.50% | 59.36K | 0.00 | 0.00 |
Industrial Select Sector SPDR FundSOLE | ETF | 202.08K | SH | $20.5K 2.48% | 202.08K | 0.00 | 0.00 |
Accenture Plc Class ASOLE | Common Stock | 66.09K | SH | $20.3K 2.45% | 66.09K | 0.00 | 0.00 |
American Express CompanySOLE | Common Stock | 131.57K | SH | $19.6K 2.37% | 131.57K | 0.00 | 0.00 |
Prologis IncorporatedSOLE | Common Stock | 160.64K | SH | $18.0K 2.18% | 160.64K | 0.00 | 0.00 |
Healthcare Select Sector SPDR ETFSOLE | ETF | 136.03K | SH | $17.5K 2.12% | 136.03K | 0.00 | 0.00 |
Waste Management, Inc.SOLE | Common Stock | 111.52K | SH | $17.0K 2.06% | 111.52K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | Common Stock | 74.98K | SH | $15.6K 1.88% | 74.98K | 0.00 | 0.00 |
Northrop Grumman Corp.SOLE | Common Stock | 33.41K | SH | $14.7K 1.78% | 33.41K | 0.00 | 0.00 |
Apple Inc.SOLE | Common Stock | 84.62K | SH | $14.5K 1.75% | 84.62K | 0.00 | 0.00 |
Financial Select Sector SPDR FundSOLE | ETF | 419.22K | SH | $13.9K 1.68% | 419.22K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | ETF | 209K | SH | $13.4K 1.63% | 209K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 60.23K | SH | $12.8K 1.55% | 60.23K | 0.00 | 0.00 |