MEDWAY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 1.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ST STR SPDR S&P 500 ETFSOLE | ETF - EQUITY | 93.77K | SH | $8.24M 4.67% | 0.00 | 0.00 | 93.77K |
APPLE INCSOLE | COMMON STOCKS | 28.33K | SH | $8.20M 4.65% | 0.00 | 0.00 | 28.33K |
VANGUARD VALUE ETFSOLE | ETF - EQUITY | 25.04K | SH | $5.46M 3.09% | 0.00 | 0.00 | 25.04K |
NVIDIA CORPSOLE | COMMON STOCKS | 24.02K | SH | $4.81M 2.73% | 0.00 | 0.00 | 24.02K |
VANGUARD GROWTH ETFSOLE | ETF - EQUITY | 54.90K | SH | $4.73M 2.68% | 0.00 | 0.00 | 54.90K |
ALPHABET INC ASOLE | COMMON STOCKS | 11.82K | SH | $4.22M 2.40% | 0.00 | 0.00 | 11.82K |
ISHS IBOX $ H/Y CORP ETFSOLE | ETF - FIXED INCOME | 39.40K | SH | $3.15M 1.79% | 0.00 | 0.00 | 39.40K |
ST STR PRT DEV WRLD ETFSOLE | ETF - EQUITY | 62.07K | SH | $3.13M 1.77% | 0.00 | 0.00 | 62.07K |
ST STR SPDR S&P EMG ETFSOLE | ETF - EQUITY | 59.32K | SH | $3.07M 1.74% | 0.00 | 0.00 | 59.32K |
Vanguard FTSE Developed Markets ETFSOLE | Exchange Traded Fund | 41.49K | SH | $2.96M 1.68% | 0.00 | 0.00 | 41.49K |
ISHARES CORE MSCI EUROPE ETFSOLE | ETF - EQUITY | 37.22K | SH | $2.80M 1.59% | 0.00 | 0.00 | 37.22K |
MICROSOFT CORPORATIONSOLE | COMMON STOCKS | 7.21K | SH | $2.69M 1.52% | 0.00 | 0.00 | 7.21K |
ISHS CORE MSCI E/MKT ETFSOLE | ETF - EQUITY | 32.15K | SH | $2.66M 1.51% | 0.00 | 0.00 | 32.15K |
AMAZON.COM INCSOLE | COMMON STOCKS | 10.50K | SH | $2.50M 1.42% | 0.00 | 0.00 | 10.50K |
Vanguard Growth ETFSOLE | Exchange Traded Fund | 28.28K | SH | $2.44M 1.38% | 0.00 | 0.00 | 28.28K |
Vanguard S&P 500 ETFSOLE | Exchange Traded Fund | 3.33K | SH | $2.29M 1.30% | 0.00 | 0.00 | 3.33K |
VANGUARD SMALL CAP GROWTH ETFSOLE | ETF - EQUITY | 6.16K | SH | $2.25M 1.28% | 0.00 | 0.00 | 6.16K |
ADVANCED MICRO DEVICESSOLE | COMMON STOCKS | 3.80K | SH | $2.21M 1.25% | 0.00 | 0.00 | 3.80K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF - EQUITY | 7.88K | SH | $1.91M 1.09% | 0.00 | 0.00 | 7.88K |
JPMORGAN CHASE & COSOLE | COMMON STOCKS | 5.78K | SH | $1.89M 1.07% | 0.00 | 0.00 | 5.78K |
Vanguard Value ETFSOLE | Exchange Traded Fund | 8.63K | SH | $1.88M 1.07% | 0.00 | 0.00 | 8.63K |
VNGRD MEGA CAP GRWTH ETFSOLE | ETF - EQUITY | 18.83K | SH | $1.66M 0.94% | 0.00 | 0.00 | 18.83K |
ISHARES 0-5 YEAR HIGH YIELD CORP ETFSOLE | ETF - FIXED INCOME | 38.07K | SH | $1.61M 0.92% | 0.00 | 0.00 | 38.07K |
BROADCOM INCSOLE | COMMON STOCKS | 4.09K | SH | $1.54M 0.88% | 0.00 | 0.00 | 4.09K |
MICRON TECH INCSOLE | COMMON STOCKS | 1.32K | SH | $1.52M 0.86% | 0.00 | 0.00 | 1.32K |