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| Holdings Found : 56 | View All Holdings | Currently Viewing: Unchanged Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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CHKP | Check Point Software Techno... | - | $151.20 | $3,037,000 | 19,877 | % | 388,000 | 0 | 0 | N/A | |
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BRK.A | Berkshire Hathaway Inc | - | $603,000.00 | $2,713,000 | 5 | % | 56,000 | 0 | 0 | N/A | |
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DSI | iShares KLD 400 Social Index | - | $97.61 | $2,402,000 | 26,380 | % | 254,000 | 0 | 0 | N/A | |
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PCAR | Paccar Inc | - | $106.11 | $2,339,000 | 23,955 | % | 302,000 | 0 | 0 | N/A | |
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LULU | Lululemon Athletica Inc | - | $355.15 | $2,337,000 | 4,570 | % | 575,000 | 0 | 0 | N/A | |
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SYY | SYSCO Corp | - | $75.36 | $1,978,000 | 27,049 | % | 191,000 | 0 | 0 | N/A | |
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ESGD | Ishares Trust Ishares Msci ... | - | $79.11 | $1,756,000 | 23,244 | % | 149,000 | 0 | 0 | N/A | |
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BRKL | Brookline Bancorp Inc | - | $8.85 | $1,674,000 | 153,416 | % | 276,000 | 0 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $1,475,000 | 11,266 | % | 268,000 | 0 | 0.002 | Asset Management | |
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LLY | Eli Lilly & Co | - | $734.97 | $1,351,000 | 2,318 | % | 106,000 | 0 | 0 | N/A | |
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DELL | Dell Technologies Inc | - | $125.10 | $1,288,000 | 16,835 | % | 128,000 | 0 | 0 | N/A | |
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VSS | Vanguard FTSE All-Wld ex-US... | - | $117.34 | $1,160,000 | 10,080 | % | 90,000 | 0 | 0 | N/A | |
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MCHP | Microchip Technology Inc | - | $91.36 | $1,050,000 | 11,645 | % | 141,000 | 0 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $509.46 | $1,017,000 | 2,102 | % | 145,000 | 0 | 0 | N/A | |
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MTD | Mettler Toledo Internationa... | - | $1,251.95 | $970,000 | 800 | % | 84,000 | 0 | 0 | N/A | |
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AFL | AFLAC Inc | - | $83.21 | $924,000 | 11,199 | % | 64,000 | 0 | 0 | N/A | |
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DFAC | Dimensional U S Core Equity... | - | $31.01 | $885,000 | 30,274 | % | 92,000 | 0 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $201.90 | $840,000 | 4,185 | % | 100,000 | 0 | 0 | N/A | |
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IWR | iShares Tr Rssll MidCap Indx | - | $80.78 | $727,000 | 9,359 | % | 79,000 | 0 | 0 | N/A | |
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DGX | Quest Diagnostics Inc | - | $137.38 | $689,000 | 4,998 | % | 80,000 | 0 | 0 | N/A | |
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ACWI | iShares MSCI ACWI Index | - | $108.43 | $674,000 | 6,626 | % | 62,000 | 0 | 0 | N/A | |
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DFUV | DFA Dimensional Us Marketwi... | - | $39.21 | $662,000 | 17,795 | % | 57,000 | 0 | 0 | N/A | |
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ANIK | Anika Therapeutics Inc | - | $27.59 | $653,000 | 28,800 | % | 116,000 | 0 | 0 | N/A | |
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HOLX | Hologic Inc | - | $76.54 | $641,000 | 8,971 | % | 18,000 | 0 | 0 | N/A | |
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PAYX | Paychex Inc | - | $120.10 | $639,000 | 5,367 | % | 20,000 | 0 | 0 | N/A | |
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SHOP | Shopify Inc | - | $74.46 | $559,000 | 7,170 | % | 168,000 | 0 | 0 | N/A | |
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IGM | iShares S&P GSTI Tech Index Fd | - | $84.07 | $527,000 | 1,175 | % | 78,000 | 0 | 0 | N/A | |
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HXL | Hexcel Corp | - | $68.16 | $515,000 | 6,980 | % | 60,000 | 0 | 0 | N/A | |
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WY | Weyerhaeuser Co | - | $31.09 | $482,000 | 13,864 | % | 57,000 | 0 | 0 | N/A | |
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J | Jacobs Solutions Inc | - | $148.10 | $481,000 | 3,704 | % | -25,000 | 0 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $212.96 | $451,000 | 2,360 | % | 46,000 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $281.14 | $410,000 | 1,565 | % | 42,000 | 0 | 0 | N/A | |
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IYH | iShares Dow Jones US Health... | - | $59.26 | $405,000 | 1,415 | % | 23,000 | 0 | 0 | N/A | |
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PRU | Prudential Financial Inc | - | $112.26 | $385,000 | 3,714 | % | 33,000 | 0 | 0 | N/A | |
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AJG | Arthur J Gallagher & Co | - | $238.72 | $381,000 | 1,696 | % | -6,000 | 0 | 0 | N/A | |
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IYF | iShares Dow Jones US Financ... | - | $92.48 | $359,000 | 4,207 | % | 44,000 | 0 | 0 | N/A | |
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RMD | ResMed Inc | - | $216.98 | $340,000 | 1,979 | % | 47,000 | 0 | 0 | N/A | |
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PHYS | Sprott Physical Goldtr Units | - | $17.80 | $335,000 | 21,000 | % | 34,000 | 0 | 0 | N/A | |
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MDB | Mongodb Inc | - | $362.85 | $307,000 | 750 | % | 48,000 | 0 | 0 | N/A | |
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DIA | Diamonds Trust | - | $386.77 | $305,000 | 810 | % | 34,000 | 0 | 0 | N/A | |
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BK | Bank of New York Mellon Corp | - | $57.00 | $302,000 | 5,809 | % | 54,000 | 0 | 0 | N/A | |
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TT | Trane Technologies (Ingerso... | - | $319.29 | $293,000 | 1,201 | % | 49,000 | 0 | 0 | N/A | |
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SPYX | Spdr S | - | $41.79 | $286,000 | 7,365 | % | 30,000 | 0 | 0 | N/A | |
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CDNS | Cadence Design Systems Inc | - | $281.63 | $284,000 | 1,044 | % | 39,000 | 0 | 0 | N/A | |
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EPD | Enterprise Products Partner... | - | $28.10 | $276,000 | 10,474 | % | -11,000 | 0 | 0 | N/A | |
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GPC | Genuine Parts Co | - | $157.41 | $273,000 | 1,968 | % | -11,000 | 0 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $264,000 | 783 | % | 35,000 | 0 | 0 | Medical Appliances & ... | |
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WSO | Watsco Inc | - | $464.55 | $258,000 | 602 | % | 31,000 | 0 | 0 | N/A | |
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CTSH | Cognizant Technology Soluti... | - | $66.25 | $257,000 | 3,400 | % | 27,000 | 0 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $331.50 | $250,000 | 825 | % | 31,000 | 0 | 0 | N/A | |
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DRI | Darden Restaurants Inc | - | $149.25 | $246,000 | 1,496 | % | 32,000 | 0 | 0 | N/A | |
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TIP | iShares Lehman TIPS Bond | - | $105.93 | $234,000 | 2,178 | % | 8,000 | 0 | 0 | N/A | |
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PSX | Phillips 66 | - | $143.61 | $222,000 | 1,668 | % | 22,000 | 0 | 0 | N/A | |
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ETE | Energy Transfer Equity LP | - | $15.89 | $142,000 | 10,300 | % | -3,000 | 0 | 0 | N/A | |
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MRSN | Mersana Therapeutics, Inc. | - | $3.46 | $55,000 | 23,529 | % | 25,000 | 0 | 0 | N/A | |
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BARK | Original Bark Ord Shs | - | $1.17 | $15,000 | 18,778 | % | -8,000 | 0 | 0 | N/A |
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