BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
27.8%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 10.06M
Full voting authority
10.06M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.05M | SH | $100.99M 10.28% | 1.05M | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 1.20M | SH | $90.26M 9.18% | 1.20M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 220.85K | SH | $81.72M 8.32% | 220.85K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 128.81K | SH | $55.58M 5.66% | 128.81K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 49.53K | SH | $36.99M 3.76% | 49.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 181.34K | SH | $29.79M 3.03% | 181.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 231.02K | SH | $27.49M 2.80% | 231.02K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 67.99K | SH | $25.05M 2.55% | 67.99K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 101.01K | SH | $24.87M 2.53% | 101.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 32.75K | SH | $22.49M 2.29% | 32.75K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 364.47K | SH | $18.31M 1.86% | 364.47K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 132.99K | SH | $18.29M 1.86% | 132.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 180.68K | SH | $17.88M 1.82% | 180.68K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 41.16K | SH | $16.86M 1.72% | 41.16K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 245.94K | SH | $14.68M 1.49% | 245.94K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 185.60K | SH | $13.00M 1.32% | 185.60K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 114.40K | SH | $12.52M 1.27% | 114.40K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 52.48K | SH | $12.42M 1.26% | 52.48K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 149.41K | SH | $12.38M 1.26% | 149.41K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 170.73K | SH | $12.16M 1.24% | 170.73K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.50K | SH | $12.15M 1.24% | 16.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.12K | SH | $12.07M 1.23% | 16.12K | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | GLOBAL INFRASCTR | 252.82K | SH | $11.37M 1.16% | 252.82K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 67.42K | SH | $11.10M 1.13% | 67.42K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 595.49K | SH | $10.84M 1.10% | 595.49K | 0.00 | 0.00 |