BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
23.2%
Top 10 weight
47.2%
Voting Authority Distribution
Total shares with voting rights: 3.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.71K | SH | $24.30M 8.11% | 0.00 | 0.00 | 50.71K |
AMAZON COM INCSOLE | COM | 113.23K | SH | $23.58M 7.87% | 0.00 | 0.00 | 113.23K |
APPLE INCSOLE | COM | 85.44K | SH | $21.68M 7.24% | 0.00 | 0.00 | 85.44K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 57.03K | SH | $16.38M 5.47% | 0.00 | 0.00 | 57.03K |
TESLA INCSOLE | COM | 29.29K | SH | $10.89M 3.63% | 0.00 | 0.00 | 29.29K |
FUNDVANTAGE TRSOLE | POLEN FOCUS GROW | 500.77K | SH | $10.25M 3.42% | 0.00 | 0.00 | 500.77K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 21.71K | SH | $9.48M 3.16% | 0.00 | 0.00 | 21.71K |
MICROSOFT CORPSOLE | COM | 23.43K | SH | $8.67M 2.89% | 0.00 | 0.00 | 23.43K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 37.37K | SH | $8.04M 2.68% | 0.00 | 0.00 | 37.37K |
MARKEL GROUP INCSOLE | COM | 4.20K | SH | $8.03M 2.68% | 0.00 | 0.00 | 4.20K |
SALESFORCE INCSOLE | COM | 42.07K | SH | $7.85M 2.62% | 0.00 | 0.00 | 42.07K |
MICRON TECHNOLOGY INCSOLE | COM | 23.15K | SH | $7.82M 2.61% | 0.00 | 0.00 | 23.15K |
PARK HOTELS & RESORTS INCSOLE | COM | 665.68K | SH | $7.01M 2.34% | 0.00 | 0.00 | 665.68K |
WALMART INCSOLE | COM | 55.01K | SH | $6.84M 2.28% | 0.00 | 0.00 | 55.01K |
BXP INCSOLE | COM | 130.10K | SH | $6.75M 2.25% | 0.00 | 0.00 | 130.10K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 158.01K | SH | $6.72M 2.24% | 0.00 | 0.00 | 158.01K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 225.62K | SH | $6.65M 2.22% | 0.00 | 0.00 | 225.62K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 109.13K | SH | $6.15M 2.05% | 0.00 | 0.00 | 109.13K |
KINDER MORGAN INC DELSOLE | COM | 183.16K | SH | $6.14M 2.05% | 0.00 | 0.00 | 183.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.80K | SH | $6.03M 2.01% | 0.00 | 0.00 | 18.80K |
RYDER SYS INCSOLE | COM | 29.23K | SH | $5.98M 2.00% | 0.00 | 0.00 | 29.23K |
SIMON PPTY GROUP INC NEWSOLE | COM | 29.52K | SH | $5.51M 1.84% | 0.00 | 0.00 | 29.52K |
UNITED RENTALS INCSOLE | COM | 7.02K | SH | $5.12M 1.71% | 0.00 | 0.00 | 7.02K |
HOME DEPOT INCSOLE | COM | 15.13K | SH | $4.98M 1.66% | 0.00 | 0.00 | 15.13K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 22.39K | SH | $4.78M 1.60% | 0.00 | 0.00 | 22.39K |