| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | HONEYWELL INTL INC | 767 | 89,000 | 0.03% | ||
| 302 | VANGUARD INDEX FDS | 743 | 91,000 | 0.03% | ||
| 303 | KIMBERLY CLARK CORP | 724 | 91,000 | 0.03% | ||
| 304 | CHEVRON CORP NEW | 908 | 93,000 | 0.03% | ||
| 305 | WISDOMTREE TR | 2,000 | 94,000 | 0.03% | ||
| 306 | SPDR SER TR | 1,111 | 94,000 | 0.03% | ||
| 307 | CLAYMORE EXCHANGE TRD FD TR | 3,870 | 96,000 | 0.03% | ||
| 308 | SELECT SECTOR SPDR TR | 1,980 | 97,000 | 0.03% | ||
| 309 | COSTCO WHSL CORP NEW | 635 | 97,000 | 0.03% | ||
| 310 | PRAXAIR INC | 829 | 100,000 | 0.03% | ||
| 311 | VERIZON COMMUNICATIONS INC | 1,929 | 100,000 | 0.03% | ||
| 312 | WASHINGTON REAL ESTATE INVT | 3,250 | 101,000 | 0.03% | ||
| 313 | STANLEY BLACK &DECKER INC | 822 | 101,000 | 0.03% | ||
| 314 | UNITED TECHNOLOGIES CORP | 1,004 | 102,000 | 0.03% | ||
| 315 | ISHARES RUSSELL 3000 ETF | 800 | 103,000 | 0.03% | ||
| 316 | WISDOMTREE TR | 1,925 | 103,000 | 0.03% | ||
| 317 | GARTNER INC | 1,168 | 103,000 | 0.03% | ||
| 318 | WISDOMTREE EUROPE | 4,325 | 106,000 | 0.04% | ||
| 319 | SPDR INDEX SHS FDS | 3,400 | 107,000 | 0.04% | ||
| 320 | VANGUARD WORLD FD | 1,000 | 107,000 | 0.04% | ||
| 321 | YUM BRANDS INC | 1,200 | 109,000 | 0.04% | ||
| 322 | MERCK & CO INC | 1,778 | 111,000 | 0.04% | ||
| 323 | ALTRIA GROUP INC | 1,754 | 111,000 | 0.04% | ||
| 324 | ROSS STORES INC | 1,735 | 112,000 | 0.04% | ||
| 325 | VANGUARD INDEX FDS | 1,238 | 113,000 | 0.04% | ||
| 326 | HENRY SCHEIN INC | 699 | 114,000 | 0.04% | ||
| 327 | WALGREENS BOOTS ALLIANCE INC | 1,420 | 114,000 | 0.04% | ||
| 328 | INTERNATIONAL FLAVORS&FRAGRA | 800 | 114,000 | 0.04% | ||
| 329 | W P CAREY INC | 1,780 | 115,000 | 0.04% | ||
| 330 | AMPHENOL CORP NEW | 1,816 | 118,000 | 0.04% | ||
| 331 | SPDR SERIES TRUST | 3,265 | 120,000 | 0.04% | ||
| 332 | EVERSOURCE ENERGY | 2,348 | 127,000 | 0.04% | ||
| 333 | ISHARES TR | 1,324 | 140,000 | 0.05% | ||
| 334 | FIDELITY | 5,750 | 141,000 | 0.05% | ||
| 335 | ISHARES INC | 5,508 | 141,000 | 0.05% | ||
| 336 | VANGUARD INTL EQUITY INDEX F | 2,620 | 147,000 | 0.05% | ||
| 337 | COMCAST CORP NEW | 2,255 | 150,000 | 0.05% | ||
| 338 | ISHARES TR | 870 | 152,000 | 0.05% | ||
| 339 | RYDEX ETF TRUST | 2,034 | 170,000 | 0.06% | ||
| 340 | FACEBOOK INC | 1,372 | 176,000 | 0.06% | ||
| 341 | SCHWAB U.S. SMALL-CAP ETF | 3,087 | 178,000 | 0.06% | ||
| 342 | GILEAD SCIENCES INC | 2,260 | 179,000 | 0.06% | ||
| 343 | VANGUARD WHITEHALL FDS INC | 2,211 | 180,000 | 0.06% | ||
| 344 | 3M CO | 1,031 | 182,000 | 0.06% | ||
| 345 | J P MORGAN EXCHANGE TRADED F | 3,460 | 185,000 | 0.06% | ||
| 346 | NUVEEN MASSACHUSETS QLT MUN | 12,522 | 190,000 | 0.06% | ||
| 347 | ISHARES TR | 1,714 | 193,000 | 0.07% | ||
| 348 | PRICE T ROWE GROUP INC | 2,915 | 194,000 | 0.07% | ||
| 349 | POWERSHARES QQQ TRUST | 1,661 | 197,000 | 0.07% | ||
| 350 | ISHARES TR | 2,572 | 201,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-011986, filed 2016.11.09).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
