Legal Name: FOSTER DYKEMA CABOT & CO., INCORPORATED
報告期間:
Jun 30, 2019
有効日:
Aug 6, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
339,219 |
$99,391k |
|
|
JPMorgan Hedged Equity Select (46637K281)
|
3,685,426 |
$74,777k |
|
|
PROCTER & GAMBLE CO (742718109)
|
642,659 |
$70,468k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
782,618 |
$48,053k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
150,743 |
$32,134k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
152,233 |
$27,286k |
|
|
ISHARES TR (46429B697)
|
388,934 |
$24,009k |
|
|
ISHARES TR (46432F339)
|
258,091 |
$23,608k |
|
|
ISHARES TR (46432F396)
|
198,256 |
$23,513k |
|
|
Boeing Co/The (097023105)
|
54,063 |
$19,679k |
|
|
MICROSOFT CORP (594918104)
|
133,215 |
$17,845k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
146,098 |
$17,041k |
|
|
VISA INC COM CL A (92826C839)
|
90,545 |
$15,714k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
162,227 |
$12,699k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
84,563 |
$12,692k |
|
|
COSTCO WHSL CORP (22160K105)
|
41,082 |
$10,856k |
|
|
BECTON DICKINSON (075887109)
|
42,681 |
$10,756k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
57,333 |
$10,593k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
33,400 |
$9,809k |
|
|
Amazon.com Inc (023135106)
|
4,780 |
$9,052k |
|
|
Verisk Analytics Inc (92345Y106)
|
47,162 |
$6,907k |
|
|
MSCI INC (55354G100)
|
27,626 |
$6,597k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
54,739 |
$6,120k |
|
|
AMPHENOL CORPORATION (032095101)
|
50,825 |
$4,876k |
|
|
Apple Inc (037833100)
|
17,798 |
$3,523k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
11 |
$3,502k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
18,969 |
$2,985k |
|
|
COCA-COLA CO (191216100)
|
51,251 |
$2,610k |
|
|
Schlumberger Ltd (806857108)
|
57,694 |
$2,293k |
|
|
JOHNSON & JOHNSON (478160104)
|
16,254 |
$2,264k |
|
|
S&P GLOBAL INC (78409V104)
|
9,750 |
$2,221k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
28,044 |
$2,189k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
16,624 |
$2,115k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
43,377 |
$1,809k |
|
|
Alphabet Inc (02079K107)
|
1,639 |
$1,772k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,393 |
$1,721k |
|
|
PEPSICO INC (713448108)
|
11,080 |
$1,453k |
|
|
MCCORMICK & CO INC (579780206)
|
8,000 |
$1,240k |
|
|
American Express Co. (025816109)
|
9,854 |
$1,216k |
|
|
INTL BUSINESS MCHN (459200101)
|
8,741 |
$1,205k |
|
|
Enterprise Bancorp, Inc. (293668109)
|
31,306 |
$993k |
|
|
HOME DEPOT INC (437076102)
|
4,757 |
$989k |
|
|
CISCO SYSTEMS INC (17275R102)
|
17,754 |
$972k |
|
|
ALPHABET INC (02079K305)
|
890 |
$964k |
|
|
ABBOTT LABS (002824100)
|
11,361 |
$955k |
|
|
MCDONALDS CORP (580135101)
|
4,569 |
$949k |
|
|
iShares MSCI Global Impact ETF (46435G532)
|
16,057 |
$926k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
5,485 |
$893k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
76,917 |
$871k |
|
|
PFIZER INC (717081103)
|
20,034 |
$868k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,931 |
$864k |
|
|
WALMART INC COM (931142103)
|
7,737 |
$855k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
14,613 |
$816k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
5,386 |
$812k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
10,834 |
$776k |
|
|
DISNEY WALT CO (254687106)
|
5,428 |
$758k |
|
|
Exxon Mobil Corp (30231G102)
|
9,038 |
$693k |
|
|
SMUCKER J M CO (832696405)
|
5,903 |
$680k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
4,263 |
$663k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
15,086 |
$642k |
|
|
STRYKER CORP (863667101)
|
3,000 |
$617k |
|
|
Xtrackers MSCI All World ex US (233051820)
|
21,658 |
$592k |
|
|
UNION PAC CORP (907818108)
|
3,453 |
$584k |
|
|
ISHA (464287101)
|
4,504 |
$584k |
|
|
AT&T INC (00206R102)
|
17,401 |
$583k |
|
|
ISHARES TR (464288240)
|
12,052 |
$564k |
|
|
MERCK & CO INC (58933Y105)
|
6,573 |
$551k |
|
|
INTEL CORP (458140100)
|
11,462 |
$549k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
2,400 |
$543k |
|
|
ADP (053015103)
|
3,048 |
$504k |
|
|
3M CO (88579Y101)
|
2,880 |
$499k |
|
|
VANGUARD GROUP (921908844)
|
4,302 |
$495k |
|
|
LOEWS CORP (540424108)
|
9,000 |
$492k |
|
|
PROGRESSIVE CORP (743315103)
|
6,132 |
$490k |
|
|
Bristol-Myers Squibb Co (110122108)
|
10,595 |
$480k |
|
|
LILLY ELI & CO (532457108)
|
4,150 |
$460k |
|
|
JOHNSON CONTROLS INT (G51502105)
|
10,571 |
$437k |
|
|
ABBVIE INC (00287Y109)
|
5,802 |
$422k |
|
|
LABORATORY CORP AMER (50540R409)
|
2,349 |
$406k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
3,119 |
$380k |
|
|
Netflix Inc (64110L106)
|
1,010 |
$371k |
|
|
Tocqueville Gold Fund (888894862)
|
10,124 |
$367k |
|
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
11,773 |
$361k |
|
|
WELLS FARGO CO NEW (949746101)
|
7,584 |
$359k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,701 |
$342k |
|
|
THE HERSHEY COMPANY (427866108)
|
2,468 |
$331k |
|
|
ORACLE CORP (68389X105)
|
5,597 |
$319k |
|
|
Lockheed Martin Corp (539830109)
|
848 |
$308k |
|
|
DONALDSON INC COM (257651109)
|
6,000 |
$305k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,265 |
$295k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
4,703 |
$276k |
|
|
BlackRock, Inc. (09247X101)
|
572 |
$268k |
|
|
GENERAL ELECTRIC CO (369604103)
|
25,424 |
$267k |
|
|
Vanguard International Dividen (921946810)
|
3,286 |
$224k |
|
|
COLUMBIA EMERGING GL (19762B509)
|
9,691 |
$221k |
|
|
ISHARES (464287234)
|
5,144 |
$221k |
|
|
SYSCO CORP (871829107)
|
3,090 |
$219k |
|
|
Sprott Physical Silver Trust (85207K107)
|
14,670 |
$84k |
|
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