| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 11/14/2025 |
|
|
|
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 5,505,194,061 |
| of that, discretionary | 5,505,194,061 |
| Number of Employees | 10 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,821,931 |
| % High Net Worth | 96.53% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$439,711,372 | % Position14.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$324,718,285 | % Position11.00% | $ Change3.00% | # Change0.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$179,359,581 | % Position6.00% | $ Change5.00% | # Change2.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$182,175,968 | % Position6.00% | $ Change-1.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$125,482,069 | % Position4.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$135,317,762 | % Position4.00% | $ Change4.00% | # Change-1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$111,856,185 | % Position4.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$122,183,040 | % Position4.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$51,284,436 | % Position2.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$65,270,559 | % Position2.00% | $ Change3.00% | # Change3.00% |