BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCOTR | COM | 41.12K | SH | $12.73M 5.53% | 0.00 | 0.00 | 41.12K |
MICROSOFT CORPSOLE | COM | 22.28K | SH | $8.25M 3.59% | 0.00 | 0.00 | 22.28K |
TJX COS INC NEWOTR | COM | 44.32K | SH | $7.08M 3.08% | 0.00 | 0.00 | 44.32K |
AGNICO EAGLE MINES LTDOTR | COM | 33.51K | SH | $6.80M 2.96% | 0.00 | 0.00 | 33.51K |
ISHARES TROTR | CORE S&P500 ETF | 8.97K | SH | $5.86M 2.55% | 0.00 | 0.00 | 8.97K |
TRAVELERS COMPANIES INCOTR | COM | 19.88K | SH | $5.80M 2.52% | 0.00 | 0.00 | 19.88K |
ALPHABET INCOTR | CAP STK CL A | 19.69K | SH | $5.66M 2.46% | 0.00 | 0.00 | 19.69K |
AUTOZONE INCOTR | COM | 1.67K | SH | $5.63M 2.45% | 0.00 | 0.00 | 1.67K |
COSTCO WHOLESALE CORPORATIONOTR | COM | 5.51K | SH | $5.49M 2.39% | 0.00 | 0.00 | 5.51K |
MASTERCARD INCORPORATEDOTR | CL A | 10.87K | SH | $5.43M 2.36% | 0.00 | 0.00 | 10.87K |
RTX CORPORATIONOTR | COM | 27.48K | SH | $5.30M 2.30% | 0.00 | 0.00 | 27.48K |
ISHARES TROTR | CORE S&P MCP ETF | 69.58K | SH | $4.70M 2.04% | 0.00 | 0.00 | 69.58K |
CHEVRON CORPORATIONSOLE | COM | 22.24K | SH | $4.60M 2.00% | 0.00 | 0.00 | 22.24K |
ALPHABET INCOTR | CAP STK CL C | 15.86K | SH | $4.55M 1.98% | 0.00 | 0.00 | 15.86K |
JPMORGAN CHASE & COOTR | COM | 15.14K | SH | $4.45M 1.94% | 0.00 | 0.00 | 15.14K |
THERMO FISHER SCIENTIFIC INCOTR | COM | 8.34K | SH | $4.10M 1.78% | 0.00 | 0.00 | 8.34K |
PROCTER & GAMBLE COOTR | COM | 26.63K | SH | $3.85M 1.67% | 0.00 | 0.00 | 26.63K |
APPLE INCOTR | COM | 14.66K | SH | $3.72M 1.62% | 0.00 | 0.00 | 14.66K |
ISHARES TROTR | MSCI EAFE ETF | 33.50K | SH | $3.25M 1.41% | 0.00 | 0.00 | 33.50K |
VERTIV HOLDINGS COOTR | COM CL A | 12.48K | SH | $3.13M 1.36% | 0.00 | 0.00 | 12.48K |
VERTEX PHARMACEUTICALS INCOTR | COM | 6.68K | SH | $2.98M 1.30% | 0.00 | 0.00 | 6.68K |
AMAZON COM INCOTR | COM | 14.11K | SH | $2.94M 1.28% | 0.00 | 0.00 | 14.11K |
PALO ALTO NETWORKS INCOTR | COM | 17.85K | SH | $2.86M 1.24% | 0.00 | 0.00 | 17.85K |
ISHARES SILVER TROTR | ISHARES | 39.25K | SH | $2.67M 1.16% | 0.00 | 0.00 | 39.25K |
EATON CORP PLCOTR | SHS | 7.42K | SH | $2.66M 1.15% | 0.00 | 0.00 | 7.42K |