GLOUCESTER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
61.5%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 960.32K
Full voting authority
960.32K
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 |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 65.31K | SH | $42.47M 29.62% | 65.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 152.83K | SH | $38.79M 27.05% | 152.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.45K | SH | $6.92M 4.83% | 14.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 22.91K | SH | $6.57M 4.58% | 22.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.87K | SH | $4.76M 3.32% | 12.87K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 82.81K | SH | $4.04M 2.82% | 82.81K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 114.03K | SH | $3.20M 2.23% | 114.03K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.09K | SH | $2.90M 2.02% | 10.09K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.62K | SH | $2.83M 1.97% | 9.62K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 82.72K | SH | $2.40M 1.67% | 82.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 23.44K | SH | $2.35M 1.64% | 23.44K | 0.00 | 0.00 |
UNITIL CORPSOLE | COM | 43.33K | SH | $2.26M 1.58% | 43.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.23K | SH | $2.13M 1.49% | 10.23K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 13.32K | SH | $1.92M 1.34% | 13.32K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 19.68K | SH | $1.53M 1.06% | 19.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 48.13K | SH | $1.19M 0.83% | 48.13K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 21.67K | SH | $1.09M 0.76% | 21.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.62K | SH | $1.04M 0.72% | 3.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 33.05K | SH | $1.01M 0.71% | 33.05K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 10.88K | SH | $1.01M 0.70% | 10.88K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 17.78K | SH | $961.1K 0.67% | 17.78K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.49K | SH | $931.6K 0.65% | 5.49K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 9.66K | SH | $931.5K 0.65% | 9.66K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 10K | SH | $866.9K 0.60% | 10K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.87K | SH | $805.3K 0.56% | 1.87K | 0.00 | 0.00 |