WESTBOROUGH, MA
Allocation by class
Portfolio Concentration
Top 3 weight
7.4%
Top 10 weight
19.3%
Voting Authority Distribution
Total shares with voting rights: 12.10M
Full voting authority
12.10M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 88.70K | SH | $25.66M 2.63% | 88.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 31.46K | SH | $23.56M 2.42% | 31.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 116.37K | SH | $23.29M 2.39% | 116.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 52.52K | SH | $19.61M 2.01% | 52.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 54.04K | SH | $19.09M 1.96% | 54.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.56K | SH | $18.93M 1.94% | 27.56K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 241.92K | SH | $16.45M 1.69% | 241.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 60.39K | SH | $14.40M 1.48% | 60.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.86K | SH | $13.44M 1.38% | 26.86K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 150.88K | SH | $13.26M 1.36% | 150.88K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 10.38K | SH | $11.99M 1.23% | 10.38K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US LARG | 321.44K | SH | $10.87M 1.12% | 321.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.86K | SH | $10.68M 1.10% | 28.86K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 31.76K | SH | $10.39M 1.07% | 31.76K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 16.93K | SH | $9.54M 0.98% | 16.93K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 16.36K | SH | $9.50M 0.98% | 16.36K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 21.12K | SH | $9.15M 0.94% | 21.12K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 158.46K | SH | $8.95M 0.92% | 158.46K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 63.56K | SH | $8.74M 0.90% | 63.56K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 163.53K | SH | $8.62M 0.89% | 163.53K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 253.97K | SH | $8.59M 0.88% | 253.97K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 45.82K | SH | $8.29M 0.85% | 45.81K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 132K | SH | $8.11M 0.83% | 132K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 66.41K | SH | $7.90M 0.81% | 66.41K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.61K | SH | $7.72M 0.79% | 32.61K | 0.00 | 0.00 |