DUXBURY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
43.6%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 644.60K
Full voting authority
644.60K
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 SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 134.84K | SH | $10.52M 16.04% | 134.84K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 195.12K | SH | $9.35M 14.25% | 195.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.98K | SH | $8.73M 13.30% | 19.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 55.11K | SH | $8.24M 12.56% | 55.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 24.67K | SH | $5.74M 8.75% | 24.67K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 50.22K | SH | $3.89M 5.92% | 50.22K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 46.26K | SH | $3.40M 5.19% | 46.26K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 41.33K | SH | $2.11M 3.22% | 41.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.51K | SH | $1.64M 2.50% | 8.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 13.08K | SH | $1.42M 2.16% | 13.08K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 9.70K | SH | $909.8K 1.39% | 9.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.25K | SH | $845.8K 1.29% | 2.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.63K | SH | $806.5K 1.23% | 1.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.25K | SH | $797.4K 1.22% | 5.25K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.24K | SH | $721.3K 1.10% | 4.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.90K | SH | $674.1K 1.03% | 1.90K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.62K | SH | $651.0K 0.99% | 4.62K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.21K | SH | $574.4K 0.88% | 2.21K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 844.00 | SH | $503.2K 0.77% | 844.00 | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 4.92K | SH | $472.6K 0.72% | 4.92K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 897.00 | SH | $472.5K 0.72% | 897.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.29K | SH | $461.7K 0.70% | 1.29K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.30K | SH | $452.1K 0.69% | 1.30K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 4.85K | SH | $437.8K 0.67% | 4.85K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.12K | SH | $378.6K 0.58% | 1.12K | 0.00 | 0.00 |