GREENFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 1.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 64.58K | SH | $18.69M 7.09% | 0.00 | 0.00 | 64.58K |
MICROSOFT CORPSOLE | COM | 26.24K | SH | $9.79M 3.71% | 0.00 | 0.00 | 26.24K |
ALPHABET INCSOLE | CAP STK CL C | 25.07K | SH | $8.86M 3.36% | 0.00 | 0.00 | 25.07K |
APPLIED MATLS INCSOLE | COM | 10.63K | SH | $7.69M 2.92% | 0.00 | 0.00 | 10.63K |
JPMORGAN CHASE & COSOLE | COM | 23.41K | SH | $7.66M 2.91% | 0.00 | 0.00 | 23.41K |
NVIDIA CORPORATIONSOLE | COM | 34.77K | SH | $6.96M 2.64% | 0.00 | 0.00 | 34.77K |
CATERPILLAR INCSOLE | COM | 6.35K | SH | $6.76M 2.56% | 0.00 | 0.00 | 6.35K |
ISHARES TRSOLE | CORE S&P MCP ETF | 85.62K | SH | $6.60M 2.50% | 0.00 | 0.00 | 85.62K |
ISHARES TRSOLE | CORE S&P SCP ETF | 40.45K | SH | $6.00M 2.28% | 0.00 | 0.00 | 40.45K |
ALPHABET INCSOLE | CAP STK CL A | 16.60K | SH | $5.93M 2.25% | 0.00 | 0.00 | 16.60K |
AMAZON COM INCSOLE | COM | 24.44K | SH | $5.83M 2.21% | 0.00 | 0.00 | 24.44K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.65K | SH | $5.63M 2.14% | 0.00 | 0.00 | 7.65K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.96K | SH | $4.64M 1.76% | 0.00 | 0.00 | 4.96K |
ABBVIE INCSOLE | COM | 18.17K | SH | $4.57M 1.73% | 0.00 | 0.00 | 18.17K |
AMERICAN EXPRESS COSOLE | COM | 12.76K | SH | $4.31M 1.64% | 0.00 | 0.00 | 12.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.73K | SH | $4.28M 1.62% | 0.00 | 0.00 | 5.73K |
CISCO SYS INCSOLE | COM | 34.99K | SH | $4.11M 1.56% | 0.00 | 0.00 | 34.99K |
PROGRESSIVE CORPSOLE | COM | 18.36K | SH | $4.01M 1.52% | 0.00 | 0.00 | 18.36K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 7.53K | SH | $3.93M 1.49% | 0.00 | 0.00 | 7.53K |
MASTERCARD INCORPORATEDSOLE | CL A | 7.55K | SH | $3.88M 1.47% | 0.00 | 0.00 | 7.55K |
ISHARES TRSOLE | MSCI EAFE ETF | 36.27K | SH | $3.77M 1.43% | 0.00 | 0.00 | 36.27K |
HOME DEPOT INCSOLE | COM | 9.87K | SH | $3.48M 1.32% | 0.00 | 0.00 | 9.87K |
META PLATFORMS INCSOLE | CL A | 6.16K | SH | $3.47M 1.32% | 0.00 | 0.00 | 6.16K |
PHILIP MORRIS INTL INCSOLE | COM | 19.10K | SH | $3.46M 1.31% | 0.00 | 0.00 | 19.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.56K | SH | $3.17M 1.20% | 0.00 | 0.00 | 8.56K |