BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 4.22M
Full voting authority
4.18M
shares
Joint voting authority
0.00
shares
No voting authority
33.77K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 195.65K | SH | $33.50M 6.50% | 195.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 103.67K | SH | $32.73M 6.35% | 103.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 51.28K | SH | $22.02M 4.27% | 51.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 103.55K | SH | $21.99M 4.27% | 103.55K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 108.78K | SH | $12.79M 2.48% | 108.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 87.20K | SH | $11.08M 2.15% | 87.20K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 67.11K | SH | $9.79M 1.90% | 67.11K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 67.45K | SH | $9.78M 1.90% | 67.45K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 61.17K | SH | $9.53M 1.85% | 61.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 33.53K | SH | $9.13M 1.77% | 33.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 94.59K | SH | $8.92M 1.73% | 94.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.42K | SH | $8.81M 1.71% | 22.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 66.22K | SH | $8.67M 1.68% | 66.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.10K | SH | $8.09M 1.57% | 23.10K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 44.26K | SH | $7.50M 1.46% | 44.26K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 24.01K | SH | $7.26M 1.41% | 24.01K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 28.61K | SH | $6.88M 1.34% | 28.61K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 201K | SH | $6.67M 1.29% | 201K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 174.48K | SH | $5.86M 1.14% | 174.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 44.42K | SH | $5.86M 1.14% | 44.42K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 38.81K | SH | $5.44M 1.06% | 38.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $5.31M 1.03% | 10.00 | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 92.38K | SH | $5.29M 1.03% | 92.38K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 34.27K | SH | $5.11M 0.99% | 34.27K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 73.38K | SH | $5.06M 0.98% | 73.38K | 0.00 | 0.00 |