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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $83.9M | 128404 | 27.29% |
| 2 | ISHARES TR | $25.6M | 133280 | 8.32% |
| 3 | ISHARES TR | $22.2M | 328185 | 7.21% |
| 4 | ISHARES TR | $19.2M | 53891 | 6.25% |
| 5 | ISHARES TR | $14.2M | 114077 | 4.61% |
| 6 | ISHARES TR | $12.6M | 111071 | 4.09% |
| 7 | APPLE INC | $11.4M | 44887 | 3.71% |
| 8 | ALPHABET INC | $8.2M | 28471 | 2.66% |
| 9 | ISHARES TR | $8.1M | 38460 | 2.64% |
| 10 | MICROSOFT CORP | $7.8M | 20983 | 2.53% |
| 11 | ISHARES TR | $6.3M | 62308 | 2.04% |
| 12 | ALPHABET INC | $5.8M | 20304 | 1.90% |
| 13 | ISHARES TR | $5.8M | 39970 | 1.88% |
| 14 | ISHARES TR | $4.3M | 32210 | 1.39% |
| 15 | ISHARES TR | $4.2M | 35668 | 1.37% |
| 16 | ISHARES TR | $4.1M | 45603 | 1.34% |
| 17 | NVIDIA CORPORATION | $2.8M | 16011 | 0.91% |
| 18 | SCHWAB STRATEGIC TR | $2.6M | 90000 | 0.85% |
| 19 | SCHWAB STRATEGIC TR | $2.6M | 84000 | 0.85% |
| 20 | ISHARES TR | $2.4M | 16954 | 0.79% |
| 21 | ISHARES TR | $2.3M | 30637 | 0.76% |
| 22 | AMAZON COM INC | $1.8M | 8847 | 0.60% |
| 23 | ELI LILLY &CO | $1.4M | 1567 | 0.47% |
| 24 | JPMORGAN CHASE &CO | $1.4M | 4699 | 0.45% |
| 25 | VISA INC | $1.4M | 4513 | 0.44% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2836 | 0.44% |
| 27 | META PLATFORMS INC | $1.4M | 2371 | 0.44% |
| 28 | APPLIED MATLS INC | $1.4M | 3957 | 0.44% |
| 29 | STATE STR SPDR S&P 500 ETF T | $1.2M | 1865 | 0.39% |
| 30 | SPDR SERIES TRUST | $1.2M | 11783 | 0.38% |
| 31 | SPDR SERIES TRUST | $1.1M | 20178 | 0.37% |
| 32 | AMERICAN EXPRESS CO | $1.1M | 3751 | 0.37% |
| 33 | VANGUARD INDEX FDS | $1.1M | 5501 | 0.37% |
| 34 | COSTCO WHOLESALE CORPORATION | $1.1M | 1125 | 0.36% |
| 35 | JOHNSON &JOHNSON | $1.0M | 4175 | 0.33% |
| 36 | ORACLE CORP | $999K | 6794 | 0.33% |
| 37 | THERMO FISHER SCIENTIFIC INC | $990K | 2015 | 0.32% |
| 38 | EXXON MOBIL CORP | $930K | 5479 | 0.30% |
| 39 | ISHARES TR | $787K | 8102 | 0.26% |
| 40 | TJX COS INC NEW | $765K | 4790 | 0.25% |
| 41 | EVERSOURCE ENERGY | $761K | 10983 | 0.25% |
| 42 | GOLDMAN SACHS GROUP INC | $730K | 863 | 0.24% |
| 43 | AIR PRODUCTS AND CHEMICALS I | $714K | 2459 | 0.23% |
| 44 | HOME DEPOT INC | $628K | 1909 | 0.20% |
| 45 | ISHARES TR | $620K | 10756 | 0.20% |
| 46 | MASTERCARD INCORPORATED | $580K | 1160 | 0.19% |
| 47 | VANGUARD INDEX FDS | $577K | 1800 | 0.19% |
| 48 | SCHWAB STRATEGIC TR | $532K | 17337 | 0.17% |
| 49 | SPDR GOLD TR | $516K | 1199 | 0.17% |
| 50 | STRYKER CORPORATION | $493K | 1500 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.