Boston, MA
Allocation by class
Portfolio Concentration
Top 3 weight
17.7%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.08M
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 | 119.24K | SH | $9.42M 8.09% | 0.00 | 0.00 | 119.24K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | ETF | 8.64K | SH | $5.93M 5.10% | 0.00 | 0.00 | 8.64K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 64K | SH | $5.30M 4.55% | 0.00 | 0.00 | 64K |
ALPHABET INC CAP STK CL CSOLE | Equities | 14.15K | SH | $5.00M 4.29% | 0.00 | 0.00 | 14.15K |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | ETF | 83.38K | SH | $4.92M 4.22% | 0.00 | 0.00 | 83.38K |
ISHARES TIPS BOND ETFSOLE | ETF | 42.13K | SH | $4.61M 3.96% | 0.00 | 0.00 | 42.13K |
APPLE INCSOLE | Equities | 14.57K | SH | $4.22M 3.62% | 0.00 | 0.00 | 14.57K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | ETF | 13.16K | SH | $3.99M 3.42% | 0.00 | 0.00 | 13.16K |
NVIDIA CORPORATION COMSOLE | Equities | 17.39K | SH | $3.48M 2.99% | 0.00 | 0.00 | 17.39K |
AMAZON.COM INCSOLE | Equities | 13.78K | SH | $3.28M 2.82% | 0.00 | 0.00 | 13.78K |
MICROSOFT CORPSOLE | Equities | 7.96K | SH | $2.97M 2.55% | 0.00 | 0.00 | 7.96K |
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX USSOLE | ETF | 32.16K | SH | $2.69M 2.31% | 0.00 | 0.00 | 32.16K |
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012SOLE | Equities | 1.01K | SH | $2.02M 1.73% | 0.00 | 0.00 | 1.01K |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | ETF | 26.69K | SH | $1.90M 1.63% | 0.00 | 0.00 | 26.69K |
ANALOG DEVICES INC COMSOLE | Equities | 4.53K | SH | $1.80M 1.54% | 0.00 | 0.00 | 4.53K |
CISCO SYSTEMS INCSOLE | Equities | 14.90K | SH | $1.75M 1.50% | 0.00 | 0.00 | 14.90K |
AMERICAN EXPRESS CO COM USD0.20SOLE | Equities | 4.82K | SH | $1.63M 1.40% | 0.00 | 0.00 | 4.82K |
UNION PAC CORP COMSOLE | Equities | 5.92K | SH | $1.61M 1.38% | 0.00 | 0.00 | 5.92K |
CHUBB LIMITED COM NPV ISIN #CH0044328745SOLE | Equities | 4.64K | SH | $1.58M 1.36% | 0.00 | 0.00 | 4.64K |
NORTHERN TRUST CORP COM USD1.666SOLE | Equities | 8.88K | SH | $1.54M 1.33% | 0.00 | 0.00 | 8.88K |
DANAHER CORPORATION COMSOLE | Equities | 7.86K | SH | $1.50M 1.29% | 0.00 | 0.00 | 7.86K |
AUTOMATIC DATA PROCESSING INC COMSOLE | Equities | 6.24K | SH | $1.40M 1.20% | 0.00 | 0.00 | 6.24K |
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETFSOLE | ETF | 8.90K | SH | $1.37M 1.18% | 0.00 | 0.00 | 8.90K |
JOHNSON &JOHNSON COMSOLE | Equities | 5.37K | SH | $1.36M 1.17% | 0.00 | 0.00 | 5.37K |
ECOLAB INCSOLE | Equities | 4.83K | SH | $1.34M 1.15% | 0.00 | 0.00 | 4.83K |