| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | $802.8M | 1.23M | 12.0% | REDUCED | -6,055 |
| 2 | ISHARES TR CORE MSCI EAFE | $454.3M | 5.02M | 6.8% | REDUCED | -228,796 |
| 3 | NVIDIA CORPORATION COM | $275.1M | 1.58M | 4.1% | REDUCED | -6,438 |
| 4 | APPLE INC COM | $234.7M | 924.9K | 3.5% | ADDED | +1.4K |
| 5 | MICROSOFT CORP COM | $219.8M | 593.7K | 3.3% | REDUCED | -8,766 |
| 6 | ALPHABET INC CAP STK CL A | $188.2M | 654.5K | 2.8% | ADDED | +16.1K |
| 7 | ANALOG DEVICES INC COM | $131.9M | 414.5K | 2.0% | ADDED | +356.1K |
| 8 | AMAZON COM INC COM | $128.6M | 617.3K | 1.9% | REDUCED | -24,105 |
| 9 | ISHARES TR ISHS 1-5YR INVS | $126.6M | 2.41M | 1.9% | ADDED | +86.1K |
| 10 | BROADCOM INC COM | $125.5M | 405.4K | 1.9% | REDUCED | -33,509 |
| 11 | ISHARES TR ESG AW MSCI EAFE | $106.2M | 1.11M | 1.6% | REDUCED | -211,311 |
| 12 | ISHARES TR CORE S&P MCP ETF | $106.1M | 1.57M | 1.6% | REDUCED | -31,026 |
| 13 | JPMORGAN CHASE & CO COM | $101.8M | 345.9K | 1.5% | ADDED | +11.0K |
| 14 | ISHARES TR 0-5 YR TIPS ETF | $96.8M | 935.4K | 1.4% | ADDED | +21.1K |
| 15 | VISA INC COM CL A | $86.2M | 285.1K | 1.3% | ADDED | +12.0K |
| 16 | ISHARES INC CORE MSCI EMKT | $84.3M | 1.21M | 1.3% | ADDED | +1.20M |
| 17 | LAM RESEARCH CORP COM NEW | $82.3M | 385.1K | 1.2% | REDUCED | -99,755 |
| 18 | VANGUARD SCOTTSDALE FDS INT-TERM CORP | $72.2M | 872.1K | 1.1% | ADDED | +56.8K |
| 19 | SPDR SERIES TRUST STATE STREET SPD | $70.2M | 2.40M | 1.0% | ADDED | +168.2K |
| 20 | ALPHABET INC CAP STK CL C | $68.9M | 240.3K | 1.0% | REDUCED | -6,525 |
| 21 | ELI LILLY & CO COM | $68.1M | 74.1K | 1.0% | ADDED | +17.8K |
| 22 | ISHARES TR FLTG RATE NT ETF | $65.5M | 1.29M | 1.0% | REDUCED | -440,430 |
| 23 | TJX COS INC NEW COM | $62.6M | 391.9K | 0.9% | REDUCED | -384 |
| 24 | SPDR SERIES TRUST STATE STREET SPD | $62.3M | 1.10M | 0.9% | REDUCED | -18,058 |
| 25 | COSTCO WHOLESALE CORPORATION COM | $60.6M | 60.8K | 0.9% | REDUCED | -342 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 5, 2026