BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
40.0%
Top 10 weight
66.1%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.30M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 458.24K | SH | $28.63M 23.75% | 0.00 | 0.00 | 458.24K |
HUBSPOT INCSOLE | COM | 24.75K | SH | $9.93M 8.24% | 0.00 | 0.00 | 24.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 178.57K | SH | $9.60M 7.97% | 0.00 | 0.00 | 178.57K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 63.69K | SH | $6.39M 5.31% | 0.00 | 0.00 | 63.69K |
AMAZON COM INCSOLE | COM | 25.37K | SH | $5.86M 4.86% | 0.00 | 0.00 | 25.37K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 56.74K | SH | $4.84M 4.02% | 0.00 | 0.00 | 56.74K |
MICROSOFT CORPSOLE | COM | 9.15K | SH | $4.43M 3.67% | 0.00 | 0.00 | 9.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.29K | SH | $3.79M 3.14% | 0.00 | 0.00 | 11.29K |
NVIDIA CORPORATIONSOLE | COM | 17.18K | SH | $3.21M 2.66% | 0.00 | 0.00 | 17.18K |
APPLE INCSOLE | COM | 11.11K | SH | $3.02M 2.51% | 0.00 | 0.00 | 11.11K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.95K | SH | $1.85M 1.53% | 0.00 | 0.00 | 2.95K |
ISHARES TRSOLE | CORE MSCI EAFE | 19.99K | SH | $1.79M 1.48% | 0.00 | 0.00 | 19.99K |
ALPHABET INCSOLE | CAP STK CL A | 4.69K | SH | $1.47M 1.22% | 0.00 | 0.00 | 4.69K |
ALPHABET INCSOLE | CAP STK CL C | 4K | SH | $1.26M 1.04% | 0.00 | 0.00 | 4K |
BROADCOM INCSOLE | COM | 3.25K | SH | $1.13M 0.93% | 0.00 | 0.00 | 3.25K |
META PLATFORMS INCSOLE | CL A | 1.46K | SH | $965.1K 0.80% | 0.00 | 0.00 | 1.46K |
WALMART INCSOLE | COM | 8.16K | SH | $909.1K 0.75% | 0.00 | 0.00 | 8.16K |
EPAM SYS INCSOLE | COM | 4K | SH | $819.5K 0.68% | 0.00 | 0.00 | 4K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 32.68K | SH | $785.7K 0.65% | 0.00 | 0.00 | 32.68K |
JPMORGAN CHASE & CO.SOLE | COM | 2.27K | SH | $732.1K 0.61% | 0.00 | 0.00 | 2.27K |
TESLA INCSOLE | COM | 1.54K | SH | $691.7K 0.57% | 0.00 | 0.00 | 1.54K |
ISHARES INCSOLE | CORE MSCI EMKT | 8.72K | SH | $586.1K 0.49% | 0.00 | 0.00 | 8.72K |
ELI LILLY & COSOLE | COM | 506.00 | SH | $543.8K 0.45% | 0.00 | 0.00 | 506.00 |
ABBVIE INCSOLE | COM | 2.28K | SH | $520.7K 0.43% | 0.00 | 0.00 | 2.28K |
EXXON MOBIL CORPSOLE | COM | 4.31K | SH | $518.4K 0.43% | 0.00 | 0.00 | 4.31K |