BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
14.3%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WALMART INCSOLE | COM | 67.33K | SH | $8.37M 5.48% | 0.00 | 0.00 | 67.33K |
STRYKER CORPORATIONSOLE | COM | 21.35K | SH | $7.01M 4.59% | 0.00 | 0.00 | 21.35K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.78K | SH | $6.39M 4.18% | 0.00 | 0.00 | 9.78K |
APPLE INCSOLE | COM | 19.72K | SH | $5.00M 3.28% | 0.00 | 0.00 | 19.72K |
MICROSOFT CORPSOLE | COM | 13.41K | SH | $4.96M 3.25% | 0.00 | 0.00 | 13.41K |
BROADCOM INCSOLE | COM | 12.33K | SH | $3.82M 2.50% | 0.00 | 0.00 | 12.33K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.67K | SH | $3.69M 2.41% | 0.00 | 0.00 | 5.67K |
AMAZON COM INCSOLE | COM | 16.05K | SH | $3.34M 2.19% | 0.00 | 0.00 | 16.05K |
NVIDIA CORPORATIONSOLE | COM | 17.84K | SH | $3.11M 2.04% | 0.00 | 0.00 | 17.84K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 46.69K | SH | $2.42M 1.59% | 0.00 | 0.00 | 46.69K |
BLACKROCK ETF TRUSTSOLE | US EQT FACTOR | 41.64K | SH | $2.42M 1.59% | 0.00 | 0.00 | 41.64K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 7.05K | SH | $2.38M 1.56% | 0.00 | 0.00 | 7.05K |
EXXON MOBIL CORPSOLE | COM | 14.03K | SH | $2.38M 1.56% | 0.00 | 0.00 | 14.03K |
JOHNSON & JOHNSONSOLE | COM | 9.59K | SH | $2.34M 1.54% | 0.00 | 0.00 | 9.59K |
ALPHABET INCSOLE | CAP STK CL C | 7K | SH | $2.01M 1.32% | 0.00 | 0.00 | 7K |
ELI LILLY & COSOLE | COM | 2.09K | SH | $1.92M 1.26% | 0.00 | 0.00 | 2.09K |
ISHARES TRSOLE | CORE US AGGBD ET | 18.99K | SH | $1.89M 1.23% | 0.00 | 0.00 | 18.99K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 36.77K | SH | $1.84M 1.21% | 0.00 | 0.00 | 36.77K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 68.16K | SH | $1.79M 1.17% | 0.00 | 0.00 | 68.16K |
ALPHABET INCSOLE | CAP STK CL A | 6.02K | SH | $1.73M 1.13% | 0.00 | 0.00 | 6.02K |
JPMORGAN CHASE & COSOLE | COM | 5.81K | SH | $1.71M 1.12% | 0.00 | 0.00 | 5.81K |
ISHARES INCSOLE | CORE MSCI EMKT | 22.72K | SH | $1.58M 1.04% | 0.00 | 0.00 | 22.72K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 10.01K | SH | $1.48M 0.97% | 0.00 | 0.00 | 10.01K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 20.23K | SH | $1.45M 0.95% | 0.00 | 0.00 | 20.23K |
HOME DEPOT INCSOLE | COM | 4.19K | SH | $1.38M 0.90% | 0.00 | 0.00 | 4.19K |