BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 8.96M
Full voting authority
8.96M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI Intl Developed Mkts ETFSOLE | Com | 1.11M | SH | $99.70M 6.49% | 1.11M | 0.00 | 0.00 |
Avantis US Large Cap Value ETFSOLE | Com | 1.02M | SH | $92.14M 6.00% | 1.02M | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 369.60K | SH | $84.41M 5.50% | 369.60K | 0.00 | 0.00 |
Apple IncSOLE | Com | 245.86K | SH | $81.88M 5.33% | 245.86K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 158.97K | SH | $81.54M 5.31% | 158.97K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | Com | 78.58K | SH | $60.18M 3.92% | 78.58K | 0.00 | 0.00 |
iShares Russell 1000 ETFSOLE | Com | 131.03K | SH | $54.53M 3.55% | 131.03K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | Com | 138.90K | SH | $47.33M 3.08% | 138.90K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 184.57K | SH | $45.99M 2.99% | 184.57K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | Com | 100.65K | SH | $39.99M 2.60% | 100.65K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 97.59K | SH | $34.27M 2.23% | 97.59K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | Com | 93.36K | SH | $32.12M 2.09% | 93.36K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 41.09K | SH | $29.80M 1.94% | 41.09K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 87.12K | SH | $28.82M 1.88% | 87.12K | 0.00 | 0.00 |
iShares 1-3 Year Treasury Bond ETFSOLE | Com | 317.52K | SH | $25.78M 1.68% | 317.52K | 0.00 | 0.00 |
ASML Holdings NV NY Registry Shs New 2012SOLE | Com | 11.74K | SH | $21.26M 1.38% | 11.74K | 0.00 | 0.00 |
Mastercard Inc Cl ASOLE | Com | 38.38K | SH | $21.17M 1.38% | 38.38K | 0.00 | 0.00 |
IQVIA Holdings IncSOLE | Com | 74.07K | SH | $19.91M 1.30% | 74.07K | 0.00 | 0.00 |
Lilly Eli & CoSOLE | Com | 17.06K | SH | $19.74M 1.29% | 17.06K | 0.00 | 0.00 |
Morgan Stanley Com NewSOLE | Com | 103.60K | SH | $19.48M 1.27% | 103.60K | 0.00 | 0.00 |
ServiceNow IncSOLE | Com | 136.82K | SH | $18.34M 1.19% | 136.82K | 0.00 | 0.00 |
TJX Companies IncSOLE | Com | 121.76K | SH | $16.11M 1.05% | 121.76K | 0.00 | 0.00 |
Coca-Cola CoSOLE | Com | 171.31K | SH | $14.75M 0.96% | 171.31K | 0.00 | 0.00 |
Shell PLC ADRSOLE | Com | 149.16K | SH | $14.18M 0.92% | 149.16K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 20.92K | SH | $14.05M 0.91% | 20.92K | 0.00 | 0.00 |