BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.5%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 25.16M
Full voting authority
16.95M
shares
Joint voting authority
0.00
shares
No voting authority
8.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 2.19M | SH | $183.25M 6.61% | 1.66M | 0.00 | 527.65K |
ALPHABET INCSOLE | CAP STK CL A | 494.12K | SH | $176.59M 6.37% | 368.81K | 0.00 | 125.31K |
APPLE INCSOLE | COM | 530.93K | SH | $153.63M 5.54% | 324.75K | 0.00 | 206.19K |
NVIDIA CORPORATIONSOLE | COM | 626.04K | SH | $125.26M 4.52% | 430.46K | 0.00 | 195.58K |
MICROSOFT CORPSOLE | COM | 274.44K | SH | $102.37M 3.69% | 204.28K | 0.00 | 70.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 178.47K | SH | $89.31M 3.22% | 144.18K | 0.00 | 34.29K |
AMPHENOL CORPSOLE | CL A | 456.88K | SH | $80.67M 2.91% | 357.67K | 0.00 | 99.21K |
AMAZON COM INCSOLE | COM | 335.79K | SH | $80.03M 2.89% | 220.37K | 0.00 | 115.42K |
TJX COS INC NEWSOLE | COM | 411.44K | SH | $62.33M 2.25% | 343.77K | 0.00 | 67.67K |
VISA INCSOLE | COM CL A | 177.39K | SH | $60.86M 2.20% | 134.29K | 0.00 | 43.10K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 87.85K | SH | $60.34M 2.18% | 24.93K | 0.00 | 62.92K |
META PLATFORMS INCSOLE | CL A | 99.20K | SH | $55.88M 2.02% | 78.75K | 0.00 | 20.45K |
ECOLAB INCSOLE | COM | 174.55K | SH | $48.76M 1.76% | 137.73K | 0.00 | 36.82K |
OREILLY AUTOMOTIVE INCSOLE | COM | 495.21K | SH | $45.60M 1.64% | 388.40K | 0.00 | 106.81K |
S&P GLOBAL INCSOLE | COM | 99.46K | SH | $40.51M 1.46% | 80.39K | 0.00 | 19.07K |
STRYKER CORPORATIONSOLE | COM | 124.55K | SH | $39.32M 1.42% | 79.74K | 0.00 | 44.81K |
WALMART INCSOLE | COM | 333.86K | SH | $37.81M 1.36% | 264.79K | 0.00 | 69.07K |
ISHARES TRSOLE | IBONDS DEC2026 | 1.50M | SH | $36.25M 1.31% | 1.09M | 0.00 | 405.91K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 69.81K | SH | $35.03M 1.26% | 57.92K | 0.00 | 11.89K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 170.85K | SH | $34.44M 1.24% | 138.95K | 0.00 | 31.89K |
WATSCO INCSOLE | COM | 80.50K | SH | $33.54M 1.21% | 67.18K | 0.00 | 13.32K |
DANAHER CORP DELSOLE | COM | 173.96K | SH | $33.21M 1.20% | 136.21K | 0.00 | 37.75K |
ISHARES TRSOLE | IBDS DEC28 ETF | 1.31M | SH | $33.07M 1.19% | 851.84K | 0.00 | 457.67K |
ISHARES TRSOLE | IBONDS 27 ETF | 1.34M | SH | $32.38M 1.17% | 851.61K | 0.00 | 485.27K |
CHUBB LIMITEDSOLE | COM | 94.09K | SH | $32.16M 1.16% | 79.81K | 0.00 | 14.28K |