MEDWAY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COMMON STOCKS | 27.47K | SH | $6.97M 4.36% | 0.00 | 0.00 | 27.47K |
ST STR SPDR S&P 500 ETFSOLE | ETF - EQUITY | 89.35K | SH | $6.84M 4.28% | 0.00 | 0.00 | 89.35K |
VANGUARD VALUE ETFSOLE | ETF - EQUITY | 25.32K | SH | $4.97M 3.11% | 0.00 | 0.00 | 25.32K |
NVIDIA CORPSOLE | COMMON STOCKS | 23.90K | SH | $4.17M 2.61% | 0.00 | 0.00 | 23.90K |
VANGUARD GROWTH ETFSOLE | ETF - EQUITY | 9.18K | SH | $4.01M 2.51% | 0.00 | 0.00 | 9.18K |
ST STR PRT DEV WRLD ETFSOLE | ETF - EQUITY | 79.33K | SH | $3.62M 2.27% | 0.00 | 0.00 | 79.33K |
ALPHABET INC ASOLE | COMMON STOCKS | 12.19K | SH | $3.50M 2.19% | 0.00 | 0.00 | 12.19K |
ISHS IBOX $ H/Y CORP ETFSOLE | ETF - FIXED INCOME | 38.63K | SH | $3.07M 1.92% | 0.00 | 0.00 | 38.63K |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 43.70K | SH | $2.80M 1.75% | 0.00 | 0.00 | 43.70K |
ST STR SPDR S&P EMG ETFSOLE | ETF - EQUITY | 57.06K | SH | $2.68M 1.67% | 0.00 | 0.00 | 57.06K |
ISHARES CORE MSCI EUROPE ETFSOLE | ETF - EQUITY | 37.25K | SH | $2.62M 1.64% | 0.00 | 0.00 | 37.25K |
MICROSOFT CORPORATIONSOLE | COMMON STOCKS | 6.98K | SH | $2.59M 1.62% | 0.00 | 0.00 | 6.98K |
ISHS CORE MSCI E/MKT ETFSOLE | ETF - EQUITY | 33.27K | SH | $2.32M 1.45% | 0.00 | 0.00 | 33.27K |
Vanguard S&P 500 ETFSOLE | Exchange Traded Fund | 3.73K | SH | $2.23M 1.39% | 0.00 | 0.00 | 3.73K |
Vanguard Growth ETFSOLE | Exchange Traded Fund | 4.71K | SH | $2.06M 1.29% | 0.00 | 0.00 | 4.71K |
AMAZON.COM INCSOLE | COMMON STOCKS | 9.72K | SH | $2.02M 1.27% | 0.00 | 0.00 | 9.72K |
VANGUARD SMALL CAP GROWTH ETFSOLE | ETF - EQUITY | 6.12K | SH | $1.85M 1.16% | 0.00 | 0.00 | 6.12K |
Vanguard Value ETFSOLE | Exchange Traded Fund | 8.63K | SH | $1.69M 1.06% | 0.00 | 0.00 | 8.63K |
ISHARES 0-5 YEAR HIGH YIELD CORP ETFSOLE | ETF - FIXED INCOME | 38.24K | SH | $1.62M 1.01% | 0.00 | 0.00 | 38.24K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF - EQUITY | 7.45K | SH | $1.62M 1.01% | 0.00 | 0.00 | 7.45K |
JPMORGAN CHASE & COSOLE | COMMON STOCKS | 5.28K | SH | $1.55M 0.97% | 0.00 | 0.00 | 5.28K |
ISHARES CORE MSCI PACIFIC ETFSOLE | ETF - EQUITY | 17.99K | SH | $1.38M 0.86% | 0.00 | 0.00 | 17.99K |
MASTERCARD INC ASOLE | COMMON STOCKS | 2.47K | SH | $1.24M 0.77% | 0.00 | 0.00 | 2.47K |
ST STR SPDR S&P 600 ETFSOLE | ETF - EQUITY | 24.83K | SH | $1.20M 0.75% | 0.00 | 0.00 | 24.83K |
BROADCOM INCSOLE | COMMON STOCKS | 3.82K | SH | $1.18M 0.74% | 0.00 | 0.00 | 3.82K |