NEEDHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
54.4%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Full voting authority
1.85M
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 RUSSELL 1000 GROWTH ETFSOLE | Equity | 146.33K | SH | $68.54M 25.07% | 146.33K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | Equity | 267.64K | SH | $54.49M 19.93% | 267.64K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | Equity | 429.44K | SH | $25.73M 9.41% | 429.44K | 0.00 | 0.00 |
ISHARES RUSSELL MID CAP GROWTH ETFSOLE | Equity | 129.33K | SH | $18.42M 6.74% | 129.33K | 0.00 | 0.00 |
ISHARES RUSSELL MID CAP VALUE ETFSOLE | Equity | 110.69K | SH | $15.46M 5.65% | 110.69K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 GROWTH ETFSOLE | Equity | 36.54K | SH | $11.69M 4.28% | 36.54K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | Equity | 61.07K | SH | $10.80M 3.95% | 61.07K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | Equity | 163.36K | SH | $8.85M 3.24% | 163.36K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTL INTL STCK ETFSOLE | Equity | 85.45K | SH | $7.06M 2.58% | 85.45K | 0.00 | 0.00 |
APPLE INCSOLE | Equity | 19.49K | SH | $4.96M 1.82% | 19.49K | 0.00 | 0.00 |
TESLA INCSOLE | Equity | 9.29K | SH | $4.13M 1.51% | 9.29K | 0.00 | 0.00 |
SPDR S&P DIVIDEND ETFSOLE | Equity | 25.22K | SH | $3.53M 1.29% | 25.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Equity | 4.05K | SH | $2.10M 0.77% | 4.05K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Equity | 5.69K | SH | $1.87M 0.68% | 5.69K | 0.00 | 0.00 |
SPDR PORTFOLIO S P 1500 CMPST ST ETFSOLE | Equity | 19.51K | SH | $1.57M 0.58% | 19.51K | 0.00 | 0.00 |
INTUITSOLE | Equity | 1.95K | SH | $1.33M 0.49% | 1.95K | 0.00 | 0.00 |
CASELLA WASTE SYS INC CLASS ASOLE | Equity | 13.63K | SH | $1.29M 0.47% | 13.63K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | Equity | 6.66K | SH | $1.24M 0.45% | 6.66K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | Equity | 4.19K | SH | $1.02M 0.37% | 4.19K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | Equity | 7.69K | SH | $867.1K 0.32% | 7.69K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | Equity | 11.30K | SH | $840.5K 0.31% | 11.30K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Equity | 4.21K | SH | $786.4K 0.29% | 4.21K | 0.00 | 0.00 |
ALPHABET INC CLASS CLASS ASOLE | Equity | 3.19K | SH | $775.2K 0.28% | 3.19K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | Equity | 1.47K | SH | $702.9K 0.26% | 1.47K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Equity | 1.03K | SH | $688.9K 0.25% | 1.03K | 0.00 | 0.00 |