Location: Hingham, MA
CIK: 0001767724 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 27, 2026
Total Value: $569M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 2,778,753 | $444M | 78.0% | $67.93 | +127.0% | COM | 872540109 |
| IVV | ISHARES TR | 76,033 | $49.67M | 8.7% | $554.59 | — | CORE S&P500 ETF | 464287200 |
| AAPL | APPLE INC | 32,838 | $8.334M | 1.5% | $143.96 | +82.6% | COM | 037833100 |
| NVDA | NVIDIA CORPORATION | 38,765 | $6.761M | 1.2% | $148.74 | +25.5% | COM | 67066G104 |
| IJR | ISHARES TR | 52,916 | $6.578M | 1.2% | $105.57 | — | CORE S&P SCP ETF | 464287804 |
| EFV | ISHARES TR | 69,861 | $5.194M | 0.9% | $69.44 | — | EAFE VALUE ETF | 464288877 |
| MSFT | MICROSOFT CORP | 10,516 | $3.893M | 0.7% | $332.57 | +30.7% | COM | 594918104 |
| AMZN | AMAZON COM INC | 17,649 | $3.676M | 0.6% | $142.25 | +59.5% | COM | 023135106 |
| GOOGL | ALPHABET INC | 9,195 | $2.644M | 0.5% | $155.91 | +107.4% | CAP STK CL A | 02079K305 |
| XOM | EXXON MOBIL CORP | 14,212 | $2.411M | 0.4% | $71.76 | +93.3% | COM | 30231G102 |
| ARKK | ARK ETF TR | 26,780 | $1.81M | 0.3% | $44.32 | — | INNOVATION ETF | 00214Q104 |
| GOOG | ALPHABET INC | 5,667 | $1.626M | 0.3% | $128.85 | +151.2% | CAP STK CL C | 02079K107 |
| JPM | JPMORGAN CHASE & CO | 5,305 | $1.561M | 0.3% | $212.89 | +46.3% | COM | 46625H100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 2,691 | $1.29M | 0.2% | $363.07 | +35.9% | CL B NEW | 084670702 |
| META | META PLATFORMS INC | 2,166 | $1.239M | 0.2% | $647.92 | +1.2% | CL A | 30303M102 |
| VTI | VANGUARD INDEX FDS | 3,753 | $1.204M | 0.2% | $284.55 | — | TOTAL STK MKT | 922908769 |
| AVGO | BROADCOM INC | 3,718 | $1.151M | 0.2% | $269.32 | +24.1% | COM | 11135F101 |
| JNJ | JOHNSON & JOHNSON | 3,900 | $953K | 0.2% | $153.35 | +48.6% | COM | 478160104 |
| TSLA | TESLA INC | 2,477 | $921K | 0.2% | $350.55 | +21.5% | COM | 88160R101 |
| HD | HOME DEPOT INC | 2,744 | $902K | 0.2% | $283.59 | +32.9% | COM | 437076102 |
| V | VISA INC | 2,953 | $893K | 0.2% | $248.03 | +32.7% | COM CL A | 92826C839 |
| DGRW | WISDOMTREE TR | 9,491 | $834K | 0.1% | $71.94 | — | US QTLY DIV GRT | 97717X669 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3,769 | $811K | 0.1% | $192.50 | — | DIV APP ETF | 921908844 |
| LLY | ELI LILLY & CO | 782 | $719K | 0.1% | $683.59 | +53.2% | COM | 532457108 |
| MMM | 3M CO | 4,589 | $666K | 0.1% | $128.82 | +27.3% | COM | 88579Y101 |
| WMT | WALMART INC | 4,452 | $553K | 0.1% | $97.91 | +24.6% | COM | 931142103 |
| CAT | CATERPILLAR INC | 778 | $551K | 0.1% | $364.96 | +87.5% | COM | 149123101 |
| MA | MASTERCARD INCORPORATED | 1,092 | $546K | 0.1% | $384.25 | +40.3% | CL A | 57636Q104 |
| IVW | ISHARES TR | 4,613 | $522K | 0.1% | $110.53 | — | S&P 500 GRWT ETF | 464287309 |
| IWF | ISHARES TR | 1,208 | $515K | 0.1% | $426.40 | — | RUS 1000 GRW ETF | 464287614 |
| NEE | NEXTERA ENERGY INC | 5,489 | $510K | 0.1% | $62.17 | +40.2% | COM | 65339F101 |
| COST | COSTCO WHOLESALE CORPORATION | 511 | $509K | 0.1% | $917.12 | +5.1% | COM | 22160K105 |
| MU | MICRON TECHNOLOGY INC | 1,441 | $487K | 0.1% | $138.51 | +179.4% | COM | 595112103 |
| NFLX | NETFLIX INC. | 4,995 | $480K | 0.1% | $98.80 | -15.1% | COM | 64110L106 |
| BAC | BANK AMERICA CORP | 9,850 | $480K | 0.1% | $40.14 | +33.7% | COM | 060505104 |
| IEFA | ISHARES TR | 5,223 | $473K | 0.1% | $70.82 | — | CORE MSCI EAFE | 46432F842 |
| MRK | MERCK & CO INC | 3,792 | $456K | 0.1% | $79.76 | +43.3% | COM | 58933Y105 |
| ORCL | ORACLE CORP | 3,100 | $456K | 0.1% | $155.40 | +9.1% | COM | 68389X105 |
| CVX | CHEVRON CORPORATION | 2,187 | $452K | 0.1% | $140.70 | +22.2% | COM | 166764100 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1,795 | $435K | 0.1% | $194.22 | +46.2% | COM | 459200101 |
| KO | COCA COLA CO | 5,673 | $431K | 0.1% | $69.59 | +7.4% | COM | 191216100 |
| AGG | ISHARES TR | 4,166 | $414K | 0.1% | $98.77 | — | CORE US AGGBD ET | 464287226 |
| PG | PROCTER & GAMBLE CO | 2,747 | $397K | 0.1% | $160.69 | -5.6% | COM | 742718109 |
| AMGN | AMGEN INC | 1,083 | $381K | 0.1% | $290.01 | +20.6% | COM | 031162100 |
| ABBV | ABBVIE INC | 1,717 | $373K | 0.1% | $190.15 | +17.1% | COM | 00287Y109 |
| DWM | WISDOMTREE TR | 5,299 | $370K | 0.1% | $55.54 | — | INTL EQUITY FD | 97717W703 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2,409 | $352K | 0.1% | $168.25 | -8.4% | CL A | 69608A108 |
| SHOP | SHOPIFY INC | 2,885 | $342K | 0.1% | $73.08 | +86.7% | CL A SUB VTG SHS | 82509L107 |
| VXUS | VANGUARD STAR FDS | 4,398 | $339K | 0.1% | $60.30 | — | VG TL INTL STK F | 921909768 |
| T | AT&T INC | 11,664 | $338K | 0.1% | $22.44 | +14.7% | COM | 00206R102 |
| CSCO | CISCO SYS INC | 4,240 | $329K | 0.1% | $69.39 | +12.3% | COM | 17275R102 |
| VZ | VERIZON COMMUNICATIONS INC | 6,346 | $319K | 0.1% | $40.18 | +9.1% | COM | 92343V104 |
| AMAT | APPLIED MATLS INC | 927 | $317K | 0.1% | $326.57 | 0.0% | COM | 038222105 |
| GS | GOLDMAN SACHS GROUP INC | 369 | $312K | 0.1% | $738.37 | +26.3% | COM | 38141G104 |
| RTX | RTX CORPORATION | 1,529 | $295K | 0.1% | $159.02 | +23.6% | COM | 75513E101 |
| GEV | GE VERNOVA INC | 335 | $292K | 0.1% | $736.93 | 0.0% | COM | 36828A101 |
| LMT | LOCKHEED MARTIN CORP | 476 | $288K | 0.1% | $471.81 | +27.4% | COM | 539830109 |
| AMD | ADVANCED MICRO DEVICES INC | 1,366 | $278K | 0.0% | $224.29 | -1.2% | COM | 007903107 |
| WFC | WELLS FARGO & CO | 3,456 | $275K | 0.0% | $74.05 | +21.6% | COM | 949746101 |
| C | CITIGROUP INC | 2,420 | $274K | 0.0% | $95.30 | +21.9% | COM NEW | 172967424 |
| QQQ | INVESCO QQQ TR | 467 | $270K | 0.0% | $551.64 | — | UNIT SER 1 | 46090E103 |
| LRCX | LAM RESEARCH CORP | 1,228 | $262K | 0.0% | $225.94 | 0.0% | COM NEW | 512807306 |
| NDAQ | NASDAQ INC | 3,074 | $261K | 0.0% | $59.74 | +53.6% | COM | 631103108 |
| LHX | L3HARRIS TECHNOLOGIES INC | 754 | $260K | 0.0% | $289.52 | +18.5% | COM | 502431109 |
| VOO | VANGUARD INDEX FDS | 426 | $255K | 0.0% | $612.38 | — | S&P 500 ETF SHS | 922908363 |
| PM | PHILIP MORRIS INTL INC | 1,531 | $253K | 0.0% | $153.57 | +14.5% | COM | 718172109 |
| MS | MORGAN STANLEY | 1,506 | $248K | 0.0% | $149.72 | +20.0% | COM NEW | 617446448 |
| NEM | NEWMONT CORP | 2,265 | $245K | 0.0% | $90.20 | +31.0% | COM | 651639106 |
| CL | COLGATE PALMOLIVE CO | 2,801 | $239K | 0.0% | $78.31 | +13.3% | COM | 194162103 |
| ETN | EATON CORP PLC | 664 | $237K | 0.0% | $353.63 | 0.0% | SHS | G29183103 |
| GE | GE AEROSPACE | 835 | $237K | 0.0% | $300.80 | +5.8% | COM NEW | 369604301 |
| VRTX | VERTEX PHARMACEUTICALS INC | 515 | $230K | 0.0% | $467.55 | 0.0% | COM | 92532F100 |
| UNP | UNION PAC CORP | 901 | $219K | 0.0% | $243.32 | 0.0% | COM | 907818108 |
| APH | AMPHENOL CORP | 1,684 | $213K | 0.0% | $146.40 | 0.0% | CL A | 032095101 |
| JCI | JOHNSON CONTROLS INTERNATION | 1,622 | $212K | 0.0% | $107.55 | +17.2% | SHS | G51502105 |
| PEP | PEPSICO INC | 1,360 | $211K | 0.0% | $140.97 | +9.8% | COM | 713448108 |
| GBDC | GOLUB CAP BDC INC | 16,612 | $210K | 0.0% | $12.09 | +8.6% | COM | 38173M102 |
| HYG | ISHARES TR | 2,639 | $210K | 0.0% | $77.87 | — | IBOXX HI YD ETF | 464288513 |
| AXP | AMERICAN EXPRESS CO | 686 | $208K | 0.0% | $356.97 | -0.2% | COM | 025816109 |
| IGSB | ISHARES TR | 3,902 | $205K | 0.0% | $51.00 | — | ISHS 1-5YR INVS | 464288646 |
| IDXX | IDEXX LABS INC | 359 | $202K | 0.0% | $606.98 | +10.4% | COM | 45168D104 |
| KVUE | KENVUE INC | 10,352 | $178K | 0.0% | $16.26 | +8.7% | COM | 49177J102 |
| UAA | UNDER ARMOUR INC | 13,275 | $78,455 | 0.0% | $4.63 | +41.5% | CL A | 904311107 |