Location: Boston, MA
CIK: 0001424177 · Show all filings
Period: Q1 2023 (← Previous) (Next →)
Filing Date: Apr 14, 2023
Total Value: $1.61B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 317,668 | $91.58M | 5.7% | $288.30 * | $31.06 | +808.7% | COM | 594918104 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 245,651 | $75.85M | 4.7% | $308.77 | $194.94 | +58.4% | CL B NEW | 084670702 |
| MRSH | MARSH & MCLENNAN COS INC | 437,319 | $72.84M | 4.5% | $166.55 * | $31.54 | +406.6% | COM | 571748102 |
| FISV | FISERV INC | 619,123 | $69.98M | 4.3% | $113.03 | $49.49 | +128.4% | COM | 337738108 |
| VRTX | VERTEX PHARMACEUTICALS INC | 191,430 | $60.31M | 3.7% | $315.07 | $212.86 | +48.0% | COM | 92532F100 |
| AAPL | APPLE INC | 363,430 | $59.93M | 3.7% | $164.90 | $82.36 | +97.5% | COM | 037833100 |
| AMZN | AMAZON COM INC | 578,411 | $59.74M | 3.7% | $103.29 | $119.70 | -13.7% | COM | 023135106 |
| TJX | TJX COS INC NEW | 761,465 | $59.67M | 3.7% | $78.36 * | $33.96 | +122.2% | COM | 872540109 |
| GOOGL | ALPHABET INC | 537,163 | $55.72M | 3.5% | $103.73 | $107.73 | -4.4% | CAP STK CL A | 02079K305 |
| ECL | ECOLAB INC | 303,701 | $50.27M | 3.1% | $165.53 * | $92.42 | +74.0% | COM | 278865100 |
| ROK | ROCKWELL AUTOMATION INC | 171,037 | $50.19M | 3.1% | $293.45 * | $212.87 | +31.4% | COM | 773903109 |
| MRK | MERCK & CO INC | 470,875 | $50.1M | 3.1% | $106.39 * | $67.52 | +44.8% | COM | 58933Y105 |
| KR | KROGER CO | 909,141 | $44.88M | 2.8% | $49.37 * | $43.78 | +6.1% | COM | 501044101 |
| IBM | INTERNATIONAL BUSINESS MACHS | 282,496 | $37.03M | 2.3% | $131.09 * | $112.53 | +5.7% | COM | 459200101 |
| CVS | CVS HEALTH CORP | 466,413 | $34.66M | 2.2% | $74.31 * | $50.36 | +32.5% | COM | 126650100 |
| BAC | BANK AMERICA CORP | 1,207,767 | $34.54M | 2.1% | $28.60 * | $20.64 | +28.9% | COM | 060505104 |
| GNTX | GENTEX CORP | 1,232,267 | $34.54M | 2.1% | $28.03 | $15.36 | +82.4% | COM | 371901109 |
| INTU | INTUIT | 73,410 | $32.73M | 2.0% | $445.83 | $403.22 | +8.6% | COM | 461202103 |
| EW | EDWARDS LIFESCIENCES CORP | 386,134 | $31.94M | 2.0% | $82.73 | $73.52 | +12.5% | COM | 28176E108 |
| STZ | CONSTELLATION BRANDS INC | 138,887 | $31.37M | 1.9% | $225.89 * | $159.10 | +34.8% | CL A | 21036P108 |
| JNJ | JOHNSON & JOHNSON | 198,117 | $30.71M | 1.9% | $155.00 * | $74.90 | +90.3% | COM | 478160104 |
| MA | MASTERCARD INCORPORATED | 82,024 | $29.81M | 1.9% | $363.41 | $274.56 | +30.3% | CL A | 57636Q104 |
| LECO | LINCOLN ELEC HLDGS INC | 169,194 | $28.61M | 1.8% | $169.10 | $161.83 | +4.5% | COM | 533900106 |
| GOOG | ALPHABET INC | 265,336 | $27.59M | 1.7% | $104.00 | $108.35 | -4.7% | CAP STK CL C | 02079K107 |
| MDLZ | MONDELEZ INTL INC | 388,731 | $27.1M | 1.7% | $69.72 * | $39.82 | +62.4% | CL A | 609207105 |
| COST | COSTCO WHSL CORP NEW | 50,405 | $25.04M | 1.6% | $496.87 * | $271.52 | +75.9% | COM | 22160K105 |
| UPS | UNITED PARCEL SERVICE INC | 117,599 | $22.81M | 1.4% | $193.99 * | $64.30 | +161.3% | CL B | 911312106 |
| IVV | ISHARES TR | 43,817 | $18.01M | 1.1% | $411.08 | $262.32 | +56.7% | CORE S&P500 ETF | 464287200 |
| — | LABORATORY CORP AMER HLDGS | 73,037 | $16.76M | 1.0% | $229.42 | $175.77 | — | COM NEW | 50540R409 |
| PEP | PEPSICO INC | 91,234 | $16.63M | 1.0% | $182.30 * | $63.10 | +163.4% | COM | 713448108 |
| GWW | GRAINGER W W INC | 23,774 | $16.38M | 1.0% | $688.81 * | $198.08 | +239.3% | COM | 384802104 |
| JPM | JPMORGAN CHASE & CO | 123,624 | $16.11M | 1.0% | $130.31 * | $106.31 | +14.7% | COM | 46625H100 |
| MAS | MASCO CORP | 254,890 | $12.67M | 0.8% | $49.72 * | $52.38 | -9.7% | COM | 574599106 |
| IJR | ISHARES TR | 128,878 | $12.46M | 0.8% | $96.70 | $103.35 | -6.4% | CORE S&P SCP ETF | 464287804 |
| APH | AMPHENOL CORP NEW | 148,362 | $12.12M | 0.8% | $81.72 * | $30.72 | +29.9% | CL A | 032095101 |
| ALC | ALCON AG | 163,184 | $11.51M | 0.7% | $70.54 | $64.87 | +7.7% | ORD SHS | H01301128 |
| WTS | WATTS WATER TECHNOLOGIES INC | 63,560 | $10.7M | 0.7% | $168.32 | $99.98 | +68.4% | CL A | 942749102 |
| PG | PROCTER AND GAMBLE CO | 60,379 | $8.978M | 0.6% | $148.69 * | $66.33 | +109.1% | COM | 742718109 |
| WAB | WABTEC | 85,682 | $8.659M | 0.5% | $101.06 | $72.13 | +38.0% | COM | 929740108 |
| MKC | MCCORMICK & CO INC | 103,696 | $8.629M | 0.5% | $83.21 * | $56.52 | +37.3% | COM NON VTG | 579780206 |
| ACN | ACCENTURE PLC IRELAND | 28,930 | $8.268M | 0.5% | $285.81 * | $180.90 | +51.5% | SHS CLASS A | G1151C101 |
| XOM | EXXON MOBIL CORP | 74,747 | $8.197M | 0.5% | $109.66 * | $51.93 | +91.9% | COM | 30231G102 |
| EBC | EASTERN BANKSHARES INC | 583,896 | $7.369M | 0.5% | $12.62 * | $13.33 | -13.1% | COM | 27627N105 |
| CL | COLGATE PALMOLIVE CO | 94,075 | $7.07M | 0.4% | $75.15 * | $49.98 | +40.9% | COM | 194162103 |
| KO | COCA COLA CO | 108,774 | $6.747M | 0.4% | $62.03 * | $34.47 | +65.7% | COM | 191216100 |
| TT | TRANE TECHNOLOGIES PLC | 36,380 | $6.693M | 0.4% | $183.98 * | $93.73 | +90.7% | SHS | G8994E103 |
| ADP | AUTOMATIC DATA PROCESSING IN | 29,972 | $6.673M | 0.4% | $222.63 * | $50.01 | +319.1% | COM | 053015103 |
| SPGI | S&P GLOBAL INC | 17,120 | $5.902M | 0.4% | $344.77 * | $300.83 | +12.1% | COM | 78409V104 |
| EFA | ISHARES TR | 77,843 | $5.567M | 0.3% | $71.52 | $62.07 | +15.2% | MSCI EAFE ETF | 464287465 |
| UNP | UNION PAC CORP | 26,416 | $5.316M | 0.3% | $201.26 * | $119.32 | +58.3% | COM | 907818108 |
| NEE | NEXTERA ENERGY INC | 68,462 | $5.277M | 0.3% | $77.08 * | $62.74 | +13.3% | COM | 65339F101 |
| VWO | VANGUARD INTL EQUITY INDEX F | 125,520 | $5.071M | 0.3% | $40.40 | $40.14 | +0.7% | FTSE EMR MKT ETF | 922042858 |
| IJH | ISHARES TR | 20,211 | $5.056M | 0.3% | $250.16 * | $36.74 | +36.2% | CORE S&P MCP ETF | 464287507 |
| RTX | RAYTHEON TECHNOLOGIES CORP | 49,554 | $4.853M | 0.3% | $97.93 * | $54.61 | +68.5% | COM | 75513E101 |
| TMO | THERMO FISHER SCIENTIFIC INC | 7,902 | $4.554M | 0.3% | $576.37 | $170.51 | +235.2% | COM | 883556102 |
| ABBV | ABBVIE INC | 28,053 | $4.471M | 0.3% | $159.37 * | $64.86 | +122.2% | COM | 00287Y109 |
| HD | HOME DEPOT INC | 14,349 | $4.235M | 0.3% | $295.12 * | $109.02 | +152.6% | COM | 437076102 |
| BXP | BOSTON PROPERTIES INC | 71,500 | $3.87M | 0.2% | $54.12 * | $80.38 | -42.3% | COM | 101121101 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 29,373 | $3.795M | 0.2% | $129.20 * | $130.59 | -3.4% | COM | 98956P102 |
| USB | US BANCORP DEL | 100,317 | $3.616M | 0.2% | $36.05 * | $32.52 | -2.6% | COM NEW | 902973304 |
| ORCL | ORACLE CORP | 35,083 | $3.26M | 0.2% | $92.92 * | $51.33 | +75.1% | COM | 68389X105 |
| CRM | SALESFORCE INC | 14,974 | $2.992M | 0.2% | $199.78 | $181.58 | +8.7% | COM | 79466L302 |
| DIS | DISNEY WALT CO | 28,602 | $2.864M | 0.2% | $100.13 * | $113.53 | -13.8% | COM | 254687106 |
| ADBE | ADOBE SYSTEMS INCORPORATED | 7,391 | $2.848M | 0.2% | $385.37 | $444.21 | -13.2% | COM | 00724F101 |
| ABT | ABBOTT LABS | 27,395 | $2.774M | 0.2% | $101.26 * | $45.03 | +113.1% | COM | 002824100 |
| EMR | EMERSON ELEC CO | 31,515 | $2.746M | 0.2% | $87.14 * | $42.33 | +95.2% | COM | 291011104 |
| APD | AIR PRODS & CHEMS INC | 9,279 | $2.665M | 0.2% | $287.21 * | $75.73 | +253.2% | COM | 009158106 |
| AVGO | BROADCOM INC | 4,120 | $2.643M | 0.2% | $641.54 * | $21.96 | +181.4% | COM | 11135F101 |
| VEA | VANGUARD TAX-MANAGED FDS | 58,318 | $2.634M | 0.2% | $45.17 | $40.52 | +11.5% | VAN FTSE DEV MKT | 921943858 |
| CMCSA | COMCAST CORP NEW | 69,346 | $2.629M | 0.2% | $37.91 * | $37.86 | -8.3% | CL A | 20030N101 |
| CVX | CHEVRON CORP NEW | 16,092 | $2.626M | 0.2% | $163.16 * | $74.37 | +95.1% | COM | 166764100 |
| NKE | NIKE INC | 19,680 | $2.414M | 0.1% | $122.64 * | $89.61 | +30.2% | CL B | 654106103 |
| XLE | SELECT SECTOR SPDR TR | 26,970 | $2.234M | 0.1% | $82.83 * | $24.83 | +66.8% | ENERGY | 81369Y506 |
| ITW | ILLINOIS TOOL WKS INC | 9,165 | $2.231M | 0.1% | $243.45 * | $66.25 | +244.6% | COM | 452308109 |
| IWM | ISHARES TR | 12,155 | $2.168M | 0.1% | $178.40 | $119.55 | +49.2% | RUSSELL 2000 ETF | 464287655 |
| UBER | UBER TECHNOLOGIES INC | 63,605 | $2.016M | 0.1% | $31.70 | $43.98 | -27.9% | COM | 90353T100 |
| LIN | LINDE PLC | 5,332 | $1.895M | 0.1% | $355.41 * | $322.30 | +6.4% | SHS | G54950103 |
| IR | INGERSOLL RAND INC | 32,100 | $1.868M | 0.1% | $58.18 | $50.64 | +14.6% | COM | 45687V106 |
| EEM | ISHARES TR | 44,965 | $1.774M | 0.1% | $39.46 | $41.40 | -4.7% | MSCI EMG MKT ETF | 464287234 |
| NTR | NUTRIEN LTD | 23,645 | $1.746M | 0.1% | $73.85 * | $38.75 | +74.0% | COM | 67077M108 |
| MCD | MCDONALDS CORP | 6,135 | $1.715M | 0.1% | $279.61 * | $128.69 | +103.9% | COM | 580135101 |
| CSL | CARLISLE COS INC | 7,464 | $1.687M | 0.1% | $226.07 * | $80.45 | +171.8% | COM | 142339100 |
| DE | DEERE & CO | 4,015 | $1.658M | 0.1% | $412.88 * | $149.61 | +165.5% | COM | 244199105 |
| INTC | INTEL CORP | 49,430 | $1.615M | 0.1% | $32.67 * | $42.75 | -25.4% | COM | 458140100 |
| ALLE | ALLEGION PLC | 13,658 | $1.458M | 0.1% | $106.73 * | $106.20 | -2.9% | ORD SHS | G0176J109 |
| BMY | BRISTOL-MYERS SQUIBB CO | 18,448 | $1.279M | 0.1% | $69.31 * | $44.93 | +34.5% | COM | 110122108 |
| ROP | ROPER TECHNOLOGIES INC | 2,870 | $1.265M | 0.1% | $440.69 | $173.79 | +149.0% | COM | 776696106 |
| NVDA | NVIDIA CORPORATION | 4,488 | $1.247M | 0.1% | $277.77 * | $22.11 | +25.5% | COM | 67066G104 |
| PFE | PFIZER INC | 29,367 | $1.198M | 0.1% | $40.80 * | $22.30 | +55.2% | COM | 717081103 |
| OTIS | OTIS WORLDWIDE CORP | 13,563 | $1.145M | 0.1% | $84.40 * | $47.91 | +68.3% | COM | 68902V107 |
| D | DOMINION ENERGY INC | 20,355 | $1.138M | 0.1% | $55.91 * | $62.41 | -21.9% | COM | 25746U109 |
| SPY | SPDR S&P 500 ETF TR | 2,767 | $1.133M | 0.1% | $409.39 | $317.31 | +29.0% | TR UNIT | 78462F103 |
| MMM | 3M CO | 10,099 | $1.062M | 0.1% | $105.11 * | $116.17 | -31.4% | COM | 88579Y101 |
| DOV | DOVER CORP | 6,970 | $1.059M | 0.1% | $151.94 * | $57.29 | +156.6% | COM | 260003108 |
| CARR | CARRIER GLOBAL CORPORATION | 23,035 | $1.054M | 0.1% | $45.75 * | $17.42 | +152.9% | COM | 14448C104 |
| VOO | VANGUARD INDEX FDS | 2,732 | $1.027M | 0.1% | $376.07 | $281.12 | +33.8% | S&P 500 ETF SHS | 922908363 |
| WM | WASTE MGMT INC DEL | 6,009 | $980K | 0.1% | $163.17 * | $103.16 | +51.7% | COM | 94106L109 |
| CAT | CATERPILLAR INC | 4,214 | $964K | 0.1% | $228.84 * | $88.97 | +145.6% | COM | 149123101 |
| IJS | ISHARES TR | 10,220 | $956K | 0.1% | $93.59 | $93.59 | +0.0% | SP SMCP600VL ETF | 464287879 |
| IDXX | IDEXX LABS INC | 1,890 | $945K | 0.1% | $500.08 | $263.51 | +89.8% | COM | 45168D104 |
| VO | VANGUARD INDEX FDS | 4,038 | $852K | 0.1% | $210.92 * | $33.63 | +56.8% | MID CAP ETF | 922908629 |
| BKNG | BOOKING HOLDINGS INC | 311 | $825K | 0.1% | $2652.41 | $1931.44 | +35.1% | COM | 09857L108 |
| KMX | CARMAX INC | 12,394 | $797K | 0.0% | $64.28 | $66.93 | -4.0% | COM | 143130102 |
| DUK | DUKE ENERGY CORP NEW | 7,888 | $761K | 0.0% | $96.47 * | $71.81 | +20.5% | COM NEW | 26441C204 |
| BDX | BECTON DICKINSON & CO | 3,018 | $747K | 0.0% | $247.54 * | $125.51 | +87.7% | COM | 075887109 |
| MAR | MARRIOTT INTL INC NEW | 4,264 | $708K | 0.0% | $166.04 * | $52.44 | +208.0% | CL A | 571903202 |
| DHR | DANAHER CORPORATION | 2,777 | $700K | 0.0% | $252.04 * | $149.70 | +47.2% | COM | 235851102 |
| IWR | ISHARES TR | 9,926 | $694K | 0.0% | $69.92 | $75.49 | -7.4% | RUS MID CAP ETF | 464287499 |
| VZ | VERIZON COMMUNICATIONS INC | 17,389 | $676K | 0.0% | $38.89 * | $42.76 | -24.5% | COM | 92343V104 |
| GE | GENERAL ELECTRIC CO | 6,967 | $666K | 0.0% | $95.60 * | $47.56 | +58.1% | COM NEW | 369604301 |
| META | META PLATFORMS INC | 3,045 | $645K | 0.0% | $211.94 | $204.78 | +2.8% | CL A | 30303M102 |
| HLT | HILTON WORLDWIDE HLDGS INC | 4,545 | $640K | 0.0% | $140.87 | $139.61 | +0.1% | COM | 43300A203 |
| ACGL | ARCH CAP GROUP LTD | 8,500 | $577K | 0.0% | $67.87 * | $39.45 | +63.6% | ORD | G0450A105 |
| FDX | FEDEX CORP | 2,419 | $553K | 0.0% | $228.49 * | $137.51 | +56.6% | COM | 31428X106 |
| PM | PHILIP MORRIS INTL INC | 5,400 | $525K | 0.0% | $97.25 * | $59.49 | +44.3% | COM | 718172109 |
| EFG | ISHARES TR | 5,473 | $513K | 0.0% | $93.68 | $65.36 | +43.3% | EAFE GRWTH ETF | 464288885 |
| GS | GOLDMAN SACHS GROUP INC | 1,525 | $499K | 0.0% | $327.11 * | $199.18 | +53.4% | COM | 38141G104 |
| VB | VANGUARD INDEX FDS | 2,631 | $499K | 0.0% | $189.56 | $222.59 | -14.8% | SMALL CP ETF | 922908751 |
| AMGN | AMGEN INC | 2,063 | $499K | 0.0% | $241.75 * | $95.02 | +133.2% | COM | 031162100 |
| T | AT&T INC | 24,194 | $466K | 0.0% | $19.25 * | $18.62 | -11.4% | COM | 00206R102 |
| WMT | WALMART INC | 3,121 | $460K | 0.0% | $147.45 * | $29.96 | +58.8% | COM | 931142103 |
| SYY | SYSCO CORP | 5,848 | $452K | 0.0% | $77.23 * | $37.31 | +90.7% | COM | 871829107 |
| PPG | PPG INDS INC | 3,315 | $443K | 0.0% | $133.58 * | $81.25 | +54.7% | COM | 693506107 |
| AXP | AMERICAN EXPRESS CO | 2,559 | $422K | 0.0% | $164.95 * | $88.43 | +79.9% | COM | 025816109 |
| FDS | FACTSET RESH SYS INC | 1,012 | $420K | 0.0% | $415.09 * | $186.79 | +116.1% | COM | 303075105 |
| GLD | SPDR GOLD TR | 2,277 | $417K | 0.0% | $183.22 | $149.94 | +22.2% | GOLD SHS | 78463V107 |
| AVY | AVERY DENNISON CORP | 2,253 | $403K | 0.0% | $178.93 * | $33.15 | +413.2% | COM | 053611109 |
| IEFA | ISHARES TR | 5,916 | $395K | 0.0% | $66.85 | $59.51 | +12.3% | CORE MSCI EAFE | 46432F842 |
| SHEL | SHELL PLC | 6,500 | $374K | 0.0% | $57.54 | $56.18 | +2.4% | SPON ADS | 780259305 |
| WTRG | ESSENTIAL UTILS INC | 8,253 | $360K | 0.0% | $43.65 | $47.41 | -7.9% | COM | 29670G102 |
| TSLA | TESLA INC | 1,695 | $352K | 0.0% | $207.46 | $174.45 | +18.9% | COM | 88160R101 |
| POR | PORTLAND GEN ELEC CO | 6,800 | $332K | 0.0% | $48.89 * | $21.24 | +103.2% | COM NEW | 736508847 |
| HSY | HERSHEY CO | 1,240 | $315K | 0.0% | $254.41 * | $163.59 | +44.1% | COM | 427866108 |
| NSC | NORFOLK SOUTHN CORP | 1,474 | $312K | 0.0% | $212.00 * | $233.46 | -14.8% | COM | 655844108 |
| QCOM | QUALCOMM INC | 2,400 | $306K | 0.0% | $127.58 * | $70.96 | +69.0% | COM | 747525103 |
| GIS | GENERAL MLS INC | 3,480 | $297K | 0.0% | $85.46 * | $49.89 | +54.4% | COM | 370334104 |
| XYL | XYLEM INC | 2,600 | $272K | 0.0% | $104.70 * | $99.99 | +1.3% | COM | 98419M100 |
| — | UNILEVER PLC | 5,098 | $265K | 0.0% | $51.93 | $60.36 | — | SPON ADR NEW | 904767704 |
| WEC | WEC ENERGY GROUP INC | 2,637 | $250K | 0.0% | $94.79 * | $79.71 | +7.7% | COM | 92939U106 |
| UNH | UNITEDHEALTH GROUP INC | 519 | $245K | 0.0% | $472.59 * | $392.18 | +14.5% | COM | 91324P102 |
| MO | ALTRIA GROUP INC | 5,400 | $241K | 0.0% | $44.62 * | $31.16 | +15.2% | COM | 02209S103 |
| MSA | MSA SAFETY INC | 1,800 | $240K | 0.0% | $133.50 | $130.95 | +1.9% | COM | 553498106 |
| MCO | MOODYS CORP | 770 | $236K | 0.0% | $306.02 * | $266.40 | +12.3% | COM | 615369105 |
| MGK | VANGUARD WORLD FD | 1,151 | $235K | 0.0% | $204.51 * | $37.89 | +7.9% | MEGA GRWTH IND | 921910816 |
| ICLN | ISHARES TR | 11,866 | $235K | 0.0% | $19.78 | $21.31 | -7.2% | GL CLEAN ENE ETF | 464288224 |
| PAYX | PAYCHEX INC | 2,000 | $229K | 0.0% | $114.59 * | $88.28 | +19.3% | COM | 704326107 |
| V | VISA INC | 1,012 | $228K | 0.0% | $225.46 * | $196.98 | +12.1% | COM CL A | 92826C839 |
| DEO | DIAGEO PLC | 1,250 | $226K | 0.0% | $181.18 | $149.13 | +21.5% | SPON ADR NEW | 25243Q205 |
| AMRC | AMERESCO INC | 4,550 | $224K | 0.0% | $49.22 | $43.09 | +14.2% | CL A | 02361E108 |
| ADI | ANALOG DEVICES INC | 1,134 | $224K | 0.0% | $197.22 * | $147.75 | +27.3% | COM | 032654105 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 478 | $219K | 0.0% | $458.41 | $385.15 | +19.0% | UTSER1 S&PDCRP | 78467Y107 |
| CCI | CROWN CASTLE INC | 1,600 | $214K | 0.0% | $133.84 * | $104.19 | +10.2% | COM | 22822V101 |
| GMF | SPDR INDEX SHS FDS | 2,121 | $213K | 0.0% | $100.34 | $92.88 | +8.0% | ASIA PACIF ETF | 78463X301 |
| WAT | WATERS CORP | 683 | $211K | 0.0% | $309.63 | $317.22 | -2.4% | COM | 941848103 |
| VTI | VANGUARD INDEX FDS | 1,031 | $210K | 0.0% | $204.10 | $140.02 | +45.8% | TOTAL STK MKT | 922908769 |
| SYF | SYNCHRONY FINANCIAL | 7,136 | $208K | 0.0% | $29.08 * | $29.84 | -8.6% | COM | 87165B103 |
| BA | BOEING CO | 970 | $206K | 0.0% | $212.43 | $207.77 | +2.2% | COM | 097023105 |
| CSX | CSX CORP | 6,846 | $205K | 0.0% | $29.94 * | $28.73 | +0.1% | COM | 126408103 |
| MDT | MEDTRONIC PLC | 2,485 | $200K | 0.0% | $80.62 * | $74.52 | -0.3% | SHS | G5960L103 |