FITCHBURG, MA
Allocation by class
Portfolio Concentration
Top 3 weight
22.8%
Top 10 weight
53.8%
Voting Authority Distribution
Total shares with voting rights: 856.30K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
856.30K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 32.78K | SH | $8.32M 8.11% | 0.00 | 0.00 | 32.78K |
NVIDIA CORPORATIONSOLE | COM | 45.37K | SH | $7.91M 7.71% | 0.00 | 0.00 | 45.37K |
WALMART INCSOLE | COM | 57.74K | SH | $7.18M 6.99% | 0.00 | 0.00 | 57.74K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.23K | SH | $5.86M 5.71% | 0.00 | 0.00 | 27.23K |
AMAZON COM INCSOLE | COM | 27.12K | SH | $5.65M 5.50% | 0.00 | 0.00 | 27.12K |
ALPHABET INCSOLE | CAP STK CL A | 18.38K | SH | $5.29M 5.15% | 0.00 | 0.00 | 18.38K |
MICROSOFT CORPSOLE | COM | 12.99K | SH | $4.81M 4.69% | 0.00 | 0.00 | 12.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.01K | SH | $4.80M 4.67% | 0.00 | 0.00 | 10.01K |
SPDR GOLD TRSOLE | GOLD SHS | 6.62K | SH | $2.85M 2.78% | 0.00 | 0.00 | 6.62K |
CATERPILLAR INCSOLE | COM | 3.63K | SH | $2.57M 2.51% | 0.00 | 0.00 | 3.63K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 51.50K | SH | $2.36M 2.30% | 0.00 | 0.00 | 51.50K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.37K | SH | $1.94M 1.89% | 0.00 | 0.00 | 25.37K |
META PLATFORMS INCSOLE | CL A | 3.28K | SH | $1.87M 1.83% | 0.00 | 0.00 | 3.28K |
ALPHABET INCSOLE | CAP STK CL C | 6.40K | SH | $1.84M 1.79% | 0.00 | 0.00 | 6.40K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.58K | SH | $1.68M 1.64% | 0.00 | 0.00 | 2.58K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 10.29K | SH | $1.52M 1.49% | 0.00 | 0.00 | 10.29K |
BROADCOM INCSOLE | COM | 4.61K | SH | $1.43M 1.39% | 0.00 | 0.00 | 4.61K |
HOME DEPOT INCSOLE | COM | 4.26K | SH | $1.40M 1.37% | 0.00 | 0.00 | 4.26K |
RTX CORPORATIONSOLE | COM | 6.94K | SH | $1.34M 1.31% | 0.00 | 0.00 | 6.94K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 8.26K | SH | $1.34M 1.30% | 0.00 | 0.00 | 8.26K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 17.28K | SH | $1.30M 1.26% | 0.00 | 0.00 | 17.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 13.62K | SH | $1.25M 1.21% | 0.00 | 0.00 | 13.62K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.34K | SH | $1.10M 1.07% | 0.00 | 0.00 | 4.34K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 10.17K | SH | $1.10M 1.07% | 0.00 | 0.00 | 10.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 12.92K | SH | $1.02M 1.00% | 0.00 | 0.00 | 12.92K |