BRATTLEBORO, VT
Allocation by class
Portfolio Concentration
Top 3 weight
14.7%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 15.08M
Full voting authority
14.99M
shares
Joint voting authority
0.00
shares
No voting authority
98.32K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | Com | 585.12K | SH | $169.31M 6.31% | 581.83K | 0.00 | 3.29K |
Alphabet Inc Cap Stk Cl CSOLE | Com | 367.83K | SH | $129.96M 4.85% | 365.36K | 0.00 | 2.46K |
Microsoft CorpSOLE | Com | 254.32K | SH | $94.87M 3.54% | 254.01K | 0.00 | 309.00 |
Applied Materials IncSOLE | Com | 119.73K | SH | $86.57M 3.23% | 115.75K | 0.00 | 3.98K |
Amazon Com IncSOLE | Com | 341.91K | SH | $81.49M 3.04% | 341.39K | 0.00 | 521.00 |
Nvidia CorporationSOLE | Com | 363.58K | SH | $72.75M 2.71% | 362.55K | 0.00 | 1.04K |
JP Morgan Chase & CoSOLE | Com | 215.61K | SH | $70.57M 2.63% | 211.12K | 0.00 | 4.49K |
Palo Alto Networks IncSOLE | Com | 203.59K | SH | $69.43M 2.59% | 203.54K | 0.00 | 50.00 |
Berkshire Hathaway Inc Del Cl B NewSOLE | Com | 128.49K | SH | $64.29M 2.40% | 127.74K | 0.00 | 752.00 |
Vanguard Idx Fds S&P 500 ETFSOLE | Com | 79.46K | SH | $54.58M 2.04% | 79.46K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 212.01K | SH | $53.84M 2.01% | 209.62K | 0.00 | 2.40K |
Costco Wholesale CorporationSOLE | Com | 52.30K | SH | $48.92M 1.82% | 51.69K | 0.00 | 607.00 |
Taiwan Semiconductor Manufacturing CoSOLE | Com | 100.46K | SH | $47.98M 1.79% | 100.10K | 0.00 | 361.00 |
Vanguard Short Term Inflation Prot Secs ETFSOLE | Com | 900.43K | SH | $45.23M 1.69% | 894.12K | 0.00 | 6.32K |
Abbvie IncSOLE | Com | 162.45K | SH | $40.88M 1.52% | 160.83K | 0.00 | 1.62K |
Meta Platforms IncSOLE | Com | 69.37K | SH | $39.08M 1.46% | 69.13K | 0.00 | 244.00 |
Nextera Energy IncSOLE | Com | 429.13K | SH | $37.66M 1.40% | 428.19K | 0.00 | 942.00 |
IShares Core S&P Mid-Cap ETFSOLE | Com | 431.81K | SH | $33.30M 1.24% | 431.68K | 0.00 | 129.00 |
Alphabet Inc Cap Stk Cl ASOLE | Com | 90.44K | SH | $32.32M 1.21% | 90.44K | 0.00 | 0.00 |
Vanguard Health Care ETFSOLE | Com | 100.68K | SH | $30.10M 1.12% | 100.54K | 0.00 | 138.00 |
Mastercard IncSOLE | Com | 56.29K | SH | $28.91M 1.08% | 56.25K | 0.00 | 36.00 |
Blackrock IncSOLE | Com | 27.68K | SH | $26.61M 0.99% | 27.32K | 0.00 | 360.00 |
Vanguard FTSE All-World ex-US ETFSOLE | Com | 314.39K | SH | $26.33M 0.98% | 314.39K | 0.00 | 0.00 |
RTX CorporationSOLE | Com | 137.80K | SH | $26.15M 0.98% | 137.28K | 0.00 | 521.00 |
Analog Devices IncSOLE | Com | 65.80K | SH | $26.13M 0.97% | 64.18K | 0.00 | 1.61K |