PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
52.7%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 91.58K
Full voting authority
91.58K
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 |
|---|---|---|---|---|---|---|---|
VANGUARDSOLE | ETF / CLOSED EN | 5.79K | SH | $3.06M 25.18% | 5.79K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 23.52K | SH | $2.38M 19.61% | 23.52K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 15.37K | SH | $957.5K 7.89% | 15.37K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 9.25K | SH | $722.0K 5.95% | 9.25K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 1.57K | SH | $675.6K 5.56% | 1.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COMMON STOCK | 2.46K | SH | $425.0K 3.50% | 2.46K | 0.00 | 0.00 |
VANGUARDSOLE | ETF / CLOSED EN | 1.56K | SH | $412.6K 3.40% | 1.56K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 7.15K | SH | $410.5K 3.38% | 7.15K | 0.00 | 0.00 |
NVIDIASOLE | COMMON STOCK | 2.92K | SH | $354.7K 2.92% | 2.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | COMMON STOCK | 2.08K | SH | $345.3K 2.84% | 2.08K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COMMON STOCK | 1.63K | SH | $343.1K 2.83% | 1.63K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 8.28K | SH | $311.6K 2.57% | 8.28K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 1.25K | SH | $291.5K 2.40% | 1.25K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 2.33K | SH | $272.0K 2.24% | 2.33K | 0.00 | 0.00 |
ISHARESSOLE | ETF / CLOSED EN | 1.24K | SH | $251.6K 2.07% | 1.24K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCK | 607.00 | SH | $246.0K 2.03% | 607.00 | 0.00 | 0.00 |
WALMART INCSOLE | COMMON STOCK | 2.89K | SH | $233.5K 1.92% | 2.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAYSOLE | COMMON STOCK | 504.00 | SH | $232.0K 1.91% | 504.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 1.17K | SH | $218.6K 1.80% | 1.17K | 0.00 | 0.00 |