| As of Date | 06/18/2026 |
| Registration | SEC, Approved, 11/14/2025 |
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| 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$435,177,055 | % Position15.00% | $ Change16.00% | # Change298.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$316,770,386 | % Position11.00% | $ Change17.00% | # Change3.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$170,624,082 | % Position6.00% | $ Change46.00% | # Change2.00% |
| Stck Ticker922908744 | Stock NameVANGUARD INDEX FDS | $ Position$183,767,075 | % Position6.00% | $ Change11.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$121,237,054 | % Position4.00% | $ Change15.00% | # Change484.00% |
| Stck Ticker92204A702 | Stock NameVANGUARD WORLD FD | $ Position$129,684,817 | % Position4.00% | $ Change37.00% | # Change701.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$105,406,903 | % Position4.00% | $ Change26.00% | # Change11.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$96,205,473 | % Position3.00% | $ Change30.00% | # Change14.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$44,619,334 | % Position2.00% | $ Change18.00% | # Change6.00% |
| Stck Ticker78464A409 | Stock NameSPDR SERIES TRUST | $ Position$52,388,679 | % Position2.00% | $ Change19.00% | # Change-2.00% |