Location: Hingham, MA
CIK: 0001767724 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Feb 6, 2026
Total Value: $585M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 2,861,618 | $440M | 75.2% | $67.93 | +117.4% | COM | 872540109 |
| IVV | ISHARES TR | 87,531 | $59.95M | 10.3% | $554.59 | — | CORE S&P500 ETF | 464287200 |
| AAPL | APPLE INC | 35,504 | $9.652M | 1.7% | $143.96 | +86.4% | COM | 037833100 |
| NVDA | NVIDIA CORPORATION | 43,480 | $8.109M | 1.4% | $148.74 | +25.1% | COM | 67066G104 |
| IJR | ISHARES TR | 63,865 | $7.675M | 1.3% | $105.57 | — | CORE S&P SCP ETF | 464287804 |
| MSFT | MICROSOFT CORP | 13,795 | $6.672M | 1.1% | $332.57 | +50.5% | COM | 594918104 |
| AMZN | AMAZON COM INC | 19,451 | $4.49M | 0.8% | $142.25 | +60.8% | COM | 023135106 |
| GOOGL | ALPHABET INC | 9,419 | $2.948M | 0.5% | $155.91 | +83.2% | CAP STK CL A | 02079K305 |
| VTI | VANGUARD INDEX FDS | 7,697 | $2.581M | 0.4% | $284.55 | — | TOTAL STK MKT | 922908769 |
| EFV | ISHARES TR | 33,297 | $2.378M | 0.4% | $64.05 | — | EAFE VALUE ETF | 464288877 |
| GOOG | ALPHABET INC | 6,580 | $2.065M | 0.4% | $128.85 | +122.2% | CAP STK CL C | 02079K107 |
| ARKK | ARK ETF TR | 26,679 | $2.052M | 0.4% | $44.32 | — | INNOVATION ETF | 00214Q104 |
| JPM | JPMORGAN CHASE & CO. | 5,650 | $1.821M | 0.3% | $212.89 | +45.4% | COM | 46625H100 |
| XOM | EXXON MOBIL CORP | 14,761 | $1.776M | 0.3% | $71.76 | +60.9% | COM | 30231G102 |
| AVGO | BROADCOM INC | 4,648 | $1.609M | 0.3% | $269.32 | +32.6% | COM | 11135F101 |
| TSLA | TESLA INC | 3,224 | $1.45M | 0.2% | $350.55 | +26.5% | COM | 88160R101 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 2,849 | $1.432M | 0.2% | $363.07 | +37.0% | CL B NEW | 084670702 |
| IGSB | ISHARES TR | 21,660 | $1.145M | 0.2% | $51.00 | — | ISHS 1-5YR INVS | 464288646 |
| V | VISA INC | 3,137 | $1.1M | 0.2% | $248.03 | +37.2% | COM CL A | 92826C839 |
| LLY | ELI LILLY & CO | 931 | $1.001M | 0.2% | $683.59 | +39.8% | COM | 532457108 |
| META | META PLATFORMS INC | 1,492 | $985K | 0.2% | $644.47 | +3.5% | CL A | 30303M102 |
| JNJ | JOHNSON & JOHNSON | 4,008 | $829K | 0.1% | $153.35 | +28.5% | COM | 478160104 |
| MMM | 3M CO | 5,154 | $825K | 0.1% | $128.82 | +26.7% | COM | 88579Y101 |
| HD | HOME DEPOT INC | 2,356 | $811K | 0.1% | $268.21 | +35.9% | COM | 437076102 |
| SUB | ISHARES TR | 7,355 | $785K | 0.1% | $106.33 | — | SHRT NAT MUN ETF | 464288158 |
| ORCL | ORACLE CORP | 3,712 | $724K | 0.1% | $155.40 | +53.2% | COM | 68389X105 |
| MA | MASTERCARD INCORPORATED | 1,234 | $704K | 0.1% | $384.25 | +45.5% | CL A | 57636Q104 |
| DGRW | WISDOMTREE TR | 6,626 | $593K | 0.1% | $65.07 | — | US QTLY DIV GRT | 97717X669 |
| BAC | BANK AMERICA CORP | 10,752 | $591K | 0.1% | $40.14 | +31.2% | COM | 060505104 |
| IVW | ISHARES TR | 4,624 | $570K | 0.1% | $110.53 | — | S&P 500 GRWT ETF | 464287309 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1,840 | $545K | 0.1% | $194.22 | +53.8% | COM | 459200101 |
| IEFA | ISHARES TR | 6,079 | $544K | 0.1% | $70.82 | — | CORE MSCI EAFE | 46432F842 |
| WMT | WALMART INC | 4,749 | $529K | 0.1% | $97.91 | +9.5% | COM | 931142103 |
| SHOP | SHOPIFY INC | 3,073 | $495K | 0.1% | $73.08 | +119.7% | CL A SUB VTG SHS | 82509L107 |
| CAT | CATERPILLAR INC | 843 | $483K | 0.1% | $364.96 | +52.2% | COM | 149123101 |
| ABBV | ABBVIE INC | 2,099 | $480K | 0.1% | $190.15 | +19.7% | COM | 00287Y109 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2,676 | $476K | 0.1% | $168.25 | +7.6% | CL A | 69608A108 |
| NEE | NEXTERA ENERGY INC | 5,850 | $470K | 0.1% | $62.17 | +32.7% | COM | 65339F101 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,114 | $465K | 0.1% | $174.84 | — | DIV APP ETF | 921908844 |
| USMV | ISHARES TR | 4,921 | $463K | 0.1% | $87.34 | — | MSCI USA MIN VOL | 46429B697 |
| NFLX | NETFLIX INC | 4,761 | $446K | 0.1% | $99.54 | +8.3% | COM | 64110L106 |
| KO | COCA COLA CO | 6,253 | $437K | 0.1% | $69.59 | -0.3% | COM | 191216100 |
| MU | MICRON TECHNOLOGY INC | 1,500 | $428K | 0.1% | $138.51 | +65.6% | COM | 595112103 |
| MRK | MERCK & CO INC | 3,958 | $417K | 0.1% | $79.76 | +16.9% | COM | 58933Y105 |
| AGG | ISHARES TR | 4,161 | $416K | 0.1% | $98.77 | — | CORE US AGGBD ET | 464287226 |
| DWM | WISDOMTREE TR | 5,706 | $392K | 0.1% | $55.54 | — | INTL EQUITY FD | 97717W703 |
| CVX | CHEVRON CORP NEW | 2,508 | $382K | 0.1% | $140.70 | +7.6% | COM | 166764100 |
| GBDC | GOLUB CAP BDC INC | 28,123 | $382K | 0.1% | $12.09 | +12.0% | COM | 38173M102 |
| AMGN | AMGEN INC | 1,133 | $371K | 0.1% | $290.01 | +8.9% | COM | 031162100 |
| ABT | ABBOTT LABS | 2,895 | $363K | 0.1% | $112.09 | +13.6% | COM | 002824100 |
| WFC | WELLS FARGO CO NEW | 3,808 | $355K | 0.1% | $74.05 | +17.0% | COM | 949746101 |
| GS | GOLDMAN SACHS GROUP INC | 400 | $352K | 0.1% | $738.37 | +10.2% | COM | 38141G104 |
| HYG | ISHARES TR | 4,182 | $337K | 0.1% | $77.87 | — | IBOXX HI YD ETF | 464288513 |
| PG | PROCTER AND GAMBLE CO | 2,324 | $333K | 0.1% | $162.32 | -9.3% | COM | 742718109 |
| VXUS | VANGUARD STAR FDS | 4,398 | $332K | 0.1% | $60.30 | — | VG TL INTL STK F | 921909768 |
| C | CITIGROUP INC | 2,764 | $323K | 0.1% | $95.30 | +8.7% | COM NEW | 172967424 |
| RTX | RTX CORPORATION | 1,670 | $306K | 0.1% | $159.02 | +9.0% | COM | 75513E101 |
| NDAQ | NASDAQ INC | 3,109 | $302K | 0.1% | $59.74 | +50.2% | COM | 631103108 |
| QQQ | INVESCO QQQ TR | 491 | $302K | 0.1% | $551.64 | — | UNIT SER 1 | 46090E103 |
| CSCO | CISCO SYS INC | 3,594 | $277K | 0.0% | $67.86 | +8.7% | COM | 17275R102 |
| PM | PHILIP MORRIS INTL INC | 1,723 | $276K | 0.0% | $153.57 | 0.0% | COM | 718172109 |
| T | AT&T INC | 11,024 | $274K | 0.0% | $22.25 | +13.6% | COM | 00206R102 |
| VZ | VERIZON COMMUNICATIONS INC | 6,664 | $271K | 0.0% | $40.18 | +0.8% | COM | 92343V104 |
| VOO | VANGUARD INDEX FDS | 426 | $267K | 0.0% | $612.38 | — | S&P 500 ETF SHS | 922908363 |
| GE | GE AEROSPACE | 852 | $262K | 0.0% | $300.80 | 0.0% | COM NEW | 369604301 |
| AMD | ADVANCED MICRO DEVICES INC | 1,219 | $261K | 0.0% | $224.60 | 0.0% | COM | 007903107 |
| AXP | AMERICAN EXPRESS CO | 691 | $256K | 0.0% | $356.97 | 0.0% | COM | 025816109 |
| MS | MORGAN STANLEY | 1,439 | $255K | 0.0% | $148.33 | +12.2% | COM NEW | 617446448 |
| PEP | PEPSICO INC | 1,729 | $248K | 0.0% | $140.97 | +3.5% | COM | 713448108 |
| IDXX | IDEXX LABS INC | 366 | $248K | 0.0% | $606.98 | +12.2% | COM | 45168D104 |
| NEM | NEWMONT CORP | 2,433 | $243K | 0.0% | $90.20 | 0.0% | COM | 651639106 |
| IGIB | ISHARES TR | 4,491 | $242K | 0.0% | $51.72 | — | ISHS 5-10YR INVT | 464288638 |
| JCI | JOHNSON CTLS INTL PLC | 1,994 | $239K | 0.0% | $107.55 | +6.7% | SHS | G51502105 |
| CL | COLGATE PALMOLIVE CO | 2,878 | $227K | 0.0% | $78.31 | 0.0% | COM | 194162103 |
| COST | COSTCO WHSL CORP NEW | 263 | $227K | 0.0% | $873.13 | +3.7% | COM | 22160K105 |
| SPY | SPDR S&P 500 ETF TR | 329 | $224K | 0.0% | $617.85 | — | TR UNIT | 78462F103 |
| SBUX | STARBUCKS CORP | 2,579 | $217K | 0.0% | $84.06 | 0.0% | COM | 855244109 |
| LHX | L3HARRIS TECHNOLOGIES INC | 739 | $217K | 0.0% | $288.43 | 0.0% | COM | 502431109 |
| KVUE | KENVUE INC | 12,546 | $216K | 0.0% | $16.26 | 0.0% | COM | 49177J102 |
| TMO | THERMO FISHER SCIENTIFIC INC | 371 | $215K | 0.0% | $541.13 | +4.4% | COM | 883556102 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 2,443 | $214K | 0.0% | $51.07 | +67.0% | COM | 78467J100 |
| LMT | LOCKHEED MARTIN CORP | 429 | $207K | 0.0% | $457.67 | +4.0% | COM | 539830109 |
| UAA | UNDER ARMOUR INC | 21,410 | $106K | 0.0% | $4.63 | 0.0% | CL A | 904311107 |