WESTBOROUGH, MA
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 9.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 311.59K | SH | $12.11M 6.95% | 0.00 | 0.00 | 311.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 33.42K | SH | $10.72M 6.16% | 0.00 | 0.00 | 33.42K |
APPLE INCSOLE | COM | 19.44K | SH | $4.93M 2.83% | 0.00 | 0.00 | 19.44K |
PUTNAM MUN OPPORTUNITIES TRSOLE | SH BEN INT | 472.40K | SH | $4.87M 2.79% | 0.00 | 0.00 | 472.40K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 136.15K | SH | $4.78M 2.74% | 0.00 | 0.00 | 136.15K |
BLACKROCK MUNIYIELD QUALITYSOLE | COM | 419.23K | SH | $4.41M 2.53% | 0.00 | 0.00 | 419.23K |
BLACKROCK MUNIHOLDINGS FD INSOLE | COM | 382.55K | SH | $4.32M 2.48% | 0.00 | 0.00 | 382.55K |
EATON VANCE MUN INCOME TRSOLE | SH BEN INT | 398.05K | SH | $4.14M 2.38% | 0.00 | 0.00 | 398.05K |
BLACKROCK INCOME TR INCSOLE | COM NEW | 370.30K | SH | $3.91M 2.25% | 0.00 | 0.00 | 370.30K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 70.45K | SH | $3.18M 1.83% | 0.00 | 0.00 | 70.45K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.71K | SH | $3.07M 1.77% | 0.00 | 0.00 | 4.71K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 62.34K | SH | $3.02M 1.73% | 0.00 | 0.00 | 62.34K |
EXXON MOBIL CORPSOLE | COM | 16.74K | SH | $2.84M 1.63% | 0.00 | 0.00 | 16.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 68.36K | SH | $2.66M 1.53% | 0.00 | 0.00 | 68.36K |
GE AEROSPACESOLE | COM NEW | 9.32K | SH | $2.64M 1.52% | 0.00 | 0.00 | 9.32K |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 235.76K | SH | $2.59M 1.49% | 0.00 | 0.00 | 235.76K |
META PLATFORMS INCSOLE | CL A | 4.28K | SH | $2.45M 1.41% | 0.00 | 0.00 | 4.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.57K | SH | $2.32M 1.33% | 0.00 | 0.00 | 3.57K |
NUVEEN AMT FREE MUN CR INC FSOLE | COM | 182.45K | SH | $2.25M 1.29% | 0.00 | 0.00 | 182.45K |
NVIDIA CORPORATIONSOLE | COM | 12.78K | SH | $2.23M 1.28% | 0.00 | 0.00 | 12.78K |
GE VERNOVA INCSOLE | COM | 2.55K | SH | $2.22M 1.28% | 0.00 | 0.00 | 2.55K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 63.56K | SH | $2.16M 1.24% | 0.00 | 0.00 | 63.56K |
NEUBERGER MUN FD INCSOLE | COM | 206.55K | SH | $2.10M 1.20% | 0.00 | 0.00 | 206.55K |
BLACKROCK MUNIHLDNGS CALISOLE | COM | 180.33K | SH | $1.88M 1.08% | 0.00 | 0.00 | 180.33K |
CITIGROUP INCSOLE | COM NEW | 16.44K | SH | $1.86M 1.07% | 0.00 | 0.00 | 16.44K |