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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MUN BD FD INC TAX EXEM | $41.9M | 828762 | 10.02% |
| 2 | VANGUARD STAR FUNDS VANGUARD TO | $30.1M | 351704 | 7.19% |
| 3 | EMERSON ELECTRIC CO | $14.8M | 103337 | 3.54% |
| 4 | VANGUARD INTL EQUITY INDEX FUND | $14.4M | 162327 | 3.44% |
| 5 | EATON VANCE SHORT DURATION MUNI | $9.9M | 196868 | 2.37% |
| 6 | VANGUARD FTSE EMERGING MARKETS | $7.2M | 120209 | 1.72% |
| 7 | INTEL CORP | $4.0M | 28876 | 0.96% |
| 8 | NVIDIA CORP | $3.0M | 14751 | 0.71% |
| 9 | APPLIED MATERIALS INC | $2.9M | 4063 | 0.70% |
| 10 | BROADCOM INC | $2.8M | 7451 | 0.67% |
| 11 | ISHARES CORE S&P 500 ETF | $2.8M | 3681 | 0.66% |
| 12 | AMAZON.COM INC | $2.6M | 10975 | 0.63% |
| 13 | ISHARES AGENCY BOND ETF | $2.5M | 23035 | 0.60% |
| 14 | ISHARES GNMA BOND ETF | $2.4M | 55380 | 0.59% |
| 15 | MICROSOFT CORP | $2.4M | 6395 | 0.57% |
| 16 | SPDR PORTFOLIO S&P 600 SMALL CA | $2.3M | 39241 | 0.54% |
| 17 | MICRON TECHNOLOGY INC COMMON | $2.2M | 1870 | 0.52% |
| 18 | SPDR BARCLAYS SHORT TERM HIGH Y | $1.8M | 71947 | 0.43% |
| 19 | ISHARES RUSSELL 2000 | $1.8M | 5920 | 0.43% |
| 20 | EXXON MOBIL CORP | $1.6M | 11523 | 0.38% |
| 21 | CISCO SYSTEMS INC | $1.5M | 12689 | 0.36% |
| 22 | SPDR S&P MIDCAP 400 ETF TR | $1.4M | 2035 | 0.34% |
| 23 | DELL TECHNOLOGIES INC | $1.4M | 3306 | 0.34% |
| 24 | ABBVIE INC | $1.4M | 5549 | 0.33% |
| 25 | BERKSHIRE HATHAWAY INC DEL CLAS | $1.4M | 2776 | 0.33% |
| 26 | KLA CORPORATION COM NEW | $1.3M | 4454 | 0.32% |
| 27 | ISHARES MSCI EAFE | $1.3M | 12905 | 0.32% |
| 28 | HUBBELL INC NPV | $1.3M | 2525 | 0.32% |
| 29 | TECH SELECT SEC SPDR | $1.3M | 6847 | 0.31% |
| 30 | TESLA MTRS INC | $1.2M | 2891 | 0.29% |
| 31 | COCA-COLA CO | $1.2M | 14940 | 0.29% |
| 32 | CATERPILLAR INC. | $1.2M | 1103 | 0.28% |
| 33 | JOHNSON & JOHNSON | $1.1M | 4378 | 0.27% |
| 34 | MASTERCARD CL A | $1.0M | 1974 | 0.24% |
| 35 | VANGUARD INFORMATION TECHNOLOGY | $1.0M | 8383 | 0.24% |
| 36 | WAL-MART STORES COMMON | $951K | 8399 | 0.23% |
| 37 | RAYTHEON TECHNOLOGIES CORP | $893K | 4705 | 0.21% |
| 38 | VANGUARD INDEX FUNDS VANGUARD E | $888K | 3605 | 0.21% |
| 39 | CAPITAL ONE FINL CORP COMMON | $851K | 4242 | 0.20% |
| 40 | GE AEROSPACE | $841K | 2250 | 0.20% |
| 41 | TERADYNE INC | $829K | 1714 | 0.20% |
| 42 | SPDR S&P 500 ETF TR TR UNIT | $826K | 1106 | 0.20% |
| 43 | VANGUARD LARGE-CAP ETF | $805K | 2340 | 0.19% |
| 44 | CHEVRON CORP | $787K | 4745 | 0.19% |
| 45 | MERCK & CO INC NEW | $776K | 6039 | 0.19% |
| 46 | HEWLETT PACKARD ENTERPRISE COMM | $773K | 17135 | 0.18% |
| 47 | MARVELL TECHNOLOGY INC | $762K | 2558 | 0.18% |
| 48 | ISHARES AAA-A RATED CORP BOND E | $756K | 15900 | 0.18% |
| 49 | THE HOME DEPOT INC | $749K | 2123 | 0.18% |
| 50 | ANALOG DEVICES INC | $727K | 1831 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.