Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD TAX-MANAGED FDS | 203,698 | 214,208 | +10,510 | 10,220 | 10,586 | 19.26% | +367 |
| CSX CORP(CSX) | 0 | 10,726 | +10,726 | 0 | 359 | 0.65% | +359 |
| NEXTNAV INC(NN) | 0 | 40,193 | +40,193 | 0 | 326 | 0.59% | +326 |
| ISHARES GOLD TR(IAU) | 69,953 | 73,990 | +4,037 | 2,939 | 3,250 | 5.91% | +312 |
| VANGUARD SPECIALIZED FUNDS | 58,813 | 60,474 | +1,661 | 10,740 | 11,040 | 20.09% | +300 |
| ISHARES TR 0-5YR HI YL CP | 173,688 | 181,871 | +8,183 | 7,390 | 7,675 | 13.96% | +285 |
| CAMBRIDGE BANCORP | 0 | 3,933 | +3,933 | 0 | 271 | 0.49% | +271 |
| VANGUARD BD INDEX FDS VANGUARD ULTRA | 54,532 | 58,537 | +4,005 | 2,702 | 2,899 | 5.27% | +197 |
| VANGUARD INDEX FDS | 4,141 | 5,014 | +873 | 674 | 804 | 1.46% | +130 |
| VANGUARD INDEX FDS | 4,401 | 4,401 | 0 | 2,116 | 2,201 | 4.00% | +86 |
| VANGUARD INTL EQUITY INDEX F | 32,252 | 32,448 | +196 | 1,347 | 1,420 | 2.58% | +73 |
| KONINKLIJKE PHILIPS N V(PHG) | 10,446 | 10,802 | +356 | 209 | 272 | 0.50% | +63 |
| KRANESHARES TRUST | 11,198 | 12,979 | +1,781 | 335 | 378 | 0.69% | +44 |
| AMAZON COM INC(AMZN) | 1,555 | 1,555 | 0 | 280 | 301 | 0.55% | +20 |
| VANGUARD SCOTTSDALE FDS LONG TERM TREAS | 54,604 | 56,397 | +1,793 | 3,235 | 3,253 | 5.92% | +18 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 4,911 | 4,962 | +51 | 285 | 288 | 0.52% | +3 |
| ISHARES TR CORE HIGH DV ETF | 3,457 | 3,487 | +30 | 381 | 379 | 0.69% | -2 |
| VANGUARD MUN BD FDS | 49,125 | 49,508 | +383 | 2,486 | 2,481 | 4.51% | -5 |
| LYFT INC(LYFT) | 24,137 | 24,137 | 0 | 467 | 340 | 0.62% | -127 |
| SPDR SER TR ST STR SP DIV | 50,474 | 50,638 | +164 | 6,624 | 6,440 | 11.72% | -184 |
| FRANCO NEV CORP(FNV) | 2,029 | 0 | -2,029 | 242 | 0 | — | -242 |