Boston, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHSSOLE | ETF | 125.35K | SH | $9.94M 9.02% | 0.00 | 0.00 | 125.35K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 8.75K | SH | $5.23M 4.74% | 0.00 | 0.00 | 8.75K |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | Equities | 85.59K | SH | $5.10M 4.62% | 0.00 | 0.00 | 85.59K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 63.93K | SH | $4.46M 4.05% | 0.00 | 0.00 | 63.93K |
ISHARES TIPS BOND ETFSOLE | ETF | 39.23K | SH | $4.33M 3.93% | 0.00 | 0.00 | 39.23K |
ALPHABET INC CAP STK CL CSOLE | Equities | 14.80K | SH | $4.25M 3.85% | 0.00 | 0.00 | 14.80K |
APPLE INCSOLE | Equities | 15.11K | SH | $3.83M 3.48% | 0.00 | 0.00 | 15.11K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | Equities | 13.20K | SH | $3.46M 3.14% | 0.00 | 0.00 | 13.20K |
NVIDIA CORPORATION COMSOLE | Equities | 16.77K | SH | $2.93M 2.65% | 0.00 | 0.00 | 16.77K |
MICROSOFT CORPSOLE | Equities | 7.86K | SH | $2.91M 2.64% | 0.00 | 0.00 | 7.86K |
AMAZON.COM INCSOLE | Equities | 13.88K | SH | $2.89M 2.62% | 0.00 | 0.00 | 13.88K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | Equities | 32.41K | SH | $2.43M 2.21% | 0.00 | 0.00 | 32.41K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | ETF | 26.77K | SH | $1.72M 1.56% | 0.00 | 0.00 | 26.77K |
CHUBB LIMITED COM NPV ISIN #CH0044328745SOLE | Equities | 4.62K | SH | $1.51M 1.37% | 0.00 | 0.00 | 4.62K |
UNION PAC CORP COMSOLE | Equities | 6.04K | SH | $1.47M 1.33% | 0.00 | 0.00 | 6.04K |
AMERICAN EXPRESS CO COM USD0.20SOLE | Equities | 4.75K | SH | $1.44M 1.30% | 0.00 | 0.00 | 4.75K |
ANALOG DEVICES INC COMSOLE | Equities | 4.52K | SH | $1.44M 1.30% | 0.00 | 0.00 | 4.52K |
DANAHER CORPORATION COMSOLE | Equities | 7.50K | SH | $1.42M 1.29% | 0.00 | 0.00 | 7.50K |
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012SOLE | Equities | 1.04K | SH | $1.38M 1.25% | 0.00 | 0.00 | 1.04K |
JOHNSON &JOHNSON COMSOLE | Equities | 5.45K | SH | $1.33M 1.21% | 0.00 | 0.00 | 5.45K |
PEPSICO INCSOLE | Equities | 8.47K | SH | $1.31M 1.19% | 0.00 | 0.00 | 8.47K |
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETFSOLE | ETF | 8.98K | SH | $1.31M 1.19% | 0.00 | 0.00 | 8.98K |
ECOLAB INCSOLE | Equities | 4.91K | SH | $1.30M 1.18% | 0.00 | 0.00 | 4.91K |
TJX COMPANIES INCSOLE | Equities | 8.04K | SH | $1.28M 1.17% | 0.00 | 0.00 | 8.04K |
ABBOTT LABORATORIESSOLE | Equities | 12.23K | SH | $1.26M 1.14% | 0.00 | 0.00 | 12.23K |