CIK: 0001906527
Total reported value
$174.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.97% | — | — | |
| 2 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 16.21% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.64% | — | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 6.98% | — | — | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.71% | — | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.49% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.02% | — | — | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.56% | — | — | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 1.83% | — | — | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.74% | — | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.52% | — | — | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.42% | — | — | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.26% | — | — | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.21% | — | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | — | — | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.04% | — | — | |
| 17 | 1S4 | Harborone Bancorp INC | Stock-Other | 1.00% | — | — | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.88% | — | — | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.75% | — | — | |
| 21 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.66% | — | — | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.66% | — | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | — | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | — | — | |
| 27 | T | At&t INC | Stock-Comm Services | 0.49% | — | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.48% | — | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | — | — | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | — | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | — | |
| 32 | PEP | Pepsico INC | Stock-Consumer Staples | 0.40% | — | — | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.40% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | — | — | |
| 36 | INDB | Independent Bank Corp/ma | Stock-Other | 0.35% | — | — | |
| 37 | BKH | Black Hills CORP | Stock-Utilities | 0.33% | — | — | |
| 38 | VZ | Verizon Communications INC | Stock-Comm Services | 0.33% | — | — | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.29% | — | — | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.26% | — | — | |
| 41 | YUM | Yum! Brands INC | Stock-Consumer Disc | 0.25% | — | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | — | |
| 43 | WMT | Walmart INC | Stock-Consumer Staples | 0.22% | — | — | |
| 44 | AAPL | Apple INC | Stock-Tech | 0.20% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | — | — | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.18% | — | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.17% | — | — | |
| 49 | NEE | Nextera Energy INC | Stock-Utilities | 0.17% | — | — |