WESTBOROUGH, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 9.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.66K | SH | $14.69M 7.92% | 0.00 | 0.00 | 39.66K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 284.66K | SH | $12.63M 6.81% | 0.00 | 0.00 | 284.66K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 154.57K | SH | $6.00M 3.23% | 0.00 | 0.00 | 154.57K |
APPLE INCSOLE | COM | 18.61K | SH | $5.39M 2.90% | 0.00 | 0.00 | 18.61K |
PUTNAM MUN OPPORTUNITIES TRSOLE | SH BEN INT | 459.51K | SH | $4.84M 2.61% | 0.00 | 0.00 | 459.51K |
BLACKROCK MUNIHOLDINGS FD INSOLE | COM | 362.78K | SH | $4.32M 2.33% | 0.00 | 0.00 | 362.78K |
BLACKROCK MUNIYIELD QUALITYSOLE | COM | 385.25K | SH | $4.28M 2.31% | 0.00 | 0.00 | 385.25K |
EATON VANCE MUN INCOME TRSOLE | SH BEN INT | 354.96K | SH | $4.00M 2.15% | 0.00 | 0.00 | 354.96K |
BLACKROCK INCOME TR INCSOLE | COM NEW | 370.47K | SH | $3.97M 2.14% | 0.00 | 0.00 | 370.47K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 69.46K | SH | $3.59M 1.94% | 0.00 | 0.00 | 69.46K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.68K | SH | $3.51M 1.89% | 0.00 | 0.00 | 4.68K |
GE AEROSPACESOLE | COM NEW | 9.32K | SH | $3.48M 1.88% | 0.00 | 0.00 | 9.32K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.75K | SH | $3.29M 1.77% | 0.00 | 0.00 | 59.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 73.96K | SH | $3.05M 1.64% | 0.00 | 0.00 | 73.96K |
GE VERNOVA INCSOLE | COM | 2.55K | SH | $2.99M 1.61% | 0.00 | 0.00 | 2.55K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.54K | SH | $2.65M 1.43% | 0.00 | 0.00 | 3.54K |
BLACKROCK MUNIYILD QULT FD ISOLE | COM | 223.33K | SH | $2.59M 1.40% | 0.00 | 0.00 | 223.33K |
NVIDIA CORPORATIONSOLE | COM | 12.83K | SH | $2.57M 1.38% | 0.00 | 0.00 | 12.83K |
ABERDEEN MUN INCOME FDSOLE | SH BEN INT | 431.58K | SH | $2.43M 1.31% | 0.00 | 0.00 | 431.58K |
META PLATFORMS INCSOLE | CL A | 4.28K | SH | $2.41M 1.30% | 0.00 | 0.00 | 4.28K |
NUVEEN AMT FREE MUN CR INC FSOLE | COM | 182.40K | SH | $2.33M 1.26% | 0.00 | 0.00 | 182.40K |
CITIGROUP INCSOLE | COM NEW | 16.43K | SH | $2.30M 1.24% | 0.00 | 0.00 | 16.43K |
EXXON MOBIL CORPSOLE | COM | 16.74K | SH | $2.29M 1.23% | 0.00 | 0.00 | 16.74K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 60.69K | SH | $2.24M 1.21% | 0.00 | 0.00 | 60.69K |
NEUBERGER MUN FD INCSOLE | COM | 189.30K | SH | $2.00M 1.08% | 0.00 | 0.00 | 189.30K |