HINGHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
88.2%
Top 10 weight
93.7%
Voting Authority Distribution
Total shares with voting rights: 3.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWDFND | COM | 2.78M | SH | $443.77M 78.02% | 0.00 | 0.00 | 2.78M |
ISHARES TRDFND | CORE S&P500 ETF | 76.03K | SH | $49.67M 8.73% | 0.00 | 0.00 | 76.03K |
APPLE INCDFND | COM | 32.84K | SH | $8.33M 1.47% | 0.00 | 0.00 | 32.84K |
NVIDIA CORPORATIONDFND | COM | 38.77K | SH | $6.76M 1.19% | 0.00 | 0.00 | 38.77K |
ISHARES TRSOLE | CORE S&P SCP ETF | 52.92K | SH | $6.58M 1.16% | 0.00 | 0.00 | 52.92K |
ISHARES TRSOLE | EAFE VALUE ETF | 69.86K | SH | $5.19M 0.91% | 0.00 | 0.00 | 69.86K |
MICROSOFT CORPDFND | COM | 10.52K | SH | $3.89M 0.68% | 0.00 | 0.00 | 10.52K |
AMAZON COM INCDFND | COM | 17.65K | SH | $3.68M 0.65% | 0.00 | 0.00 | 17.65K |
ALPHABET INCDFND | CAP STK CL A | 9.20K | SH | $2.64M 0.46% | 0.00 | 0.00 | 9.20K |
EXXON MOBIL CORPDFND | COM | 14.21K | SH | $2.41M 0.42% | 0.00 | 0.00 | 14.21K |
ARK ETF TRSOLE | INNOVATION ETF | 26.78K | SH | $1.81M 0.32% | 0.00 | 0.00 | 26.78K |
ALPHABET INCDFND | CAP STK CL C | 5.67K | SH | $1.63M 0.29% | 0.00 | 0.00 | 5.67K |
JPMORGAN CHASE & CODFND | COM | 5.30K | SH | $1.56M 0.27% | 0.00 | 0.00 | 5.30K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 2.69K | SH | $1.29M 0.23% | 0.00 | 0.00 | 2.69K |
META PLATFORMS INCDFND | CL A | 2.17K | SH | $1.24M 0.22% | 0.00 | 0.00 | 2.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.75K | SH | $1.20M 0.21% | 0.00 | 0.00 | 3.75K |
BROADCOM INCDFND | COM | 3.72K | SH | $1.15M 0.20% | 0.00 | 0.00 | 3.72K |
JOHNSON & JOHNSONDFND | COM | 3.90K | SH | $953.3K 0.17% | 0.00 | 0.00 | 3.90K |
TESLA INCDFND | COM | 2.48K | SH | $920.8K 0.16% | 0.00 | 0.00 | 2.48K |
HOME DEPOT INCDFND | COM | 2.74K | SH | $902.5K 0.16% | 0.00 | 0.00 | 2.74K |
VISA INCDFND | COM CL A | 2.95K | SH | $892.5K 0.16% | 0.00 | 0.00 | 2.95K |
WISDOMTREE TRDFND | US QTLY DIV GRT | 9.49K | SH | $833.7K 0.15% | 0.00 | 0.00 | 9.49K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 3.77K | SH | $810.6K 0.14% | 0.00 | 0.00 | 3.77K |
ELI LILLY & CODFND | COM | 782.00 | SH | $719.3K 0.13% | 0.00 | 0.00 | 782.00 |
3M CODFND | COM | 4.59K | SH | $666.5K 0.12% | 0.00 | 0.00 | 4.59K |