Cabot-Wellington, LLC Long-Term Concentrated

Location: Boston, MA

CIK: 0001353198 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $312M (100.0% shares, 0.0% debt)

Holdings (5)

VTI VANGUARD INDEX FDS 71.7%

Value $224M Shares 667,254 Est. Cost $157.44 Unrealized —

IEFA ISHARES TR 21.2%

Value $65.95M Shares 737,240 Est. Cost $60.03 Unrealized —

IEMG ISHARES INC 6.6%

Value $20.53M Shares 305,398 Est. Cost $53.97 Unrealized —

VB VANGUARD INDEX FDS 0.4%

Value $1.379M Shares 5,347 Est. Cost $194.68 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.1%

Value $262K Shares 1,859 Est. Cost $110.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	667,254	$224M	71.7%	$157.44	—	TOTAL STK MKT	922908769
IEFA	ISHARES TR	737,240	$65.95M	21.2%	$60.03	—	CORE MSCI EAFE	46432F842
IEMG	ISHARES INC	305,398	$20.53M	6.6%	$53.97	—	CORE MSCI EMKT	46434G103
VB	VANGUARD INDEX FDS	5,347	$1.379M	0.4%	$194.68	—	SMALL CP ETF	922908751
VT	VANGUARD INTL EQUITY INDEX F	1,859	$262K	0.1%	$110.50	—	TT WRLD ST ETF	922042742