Westborough, MACIK 19624654 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
202 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 312.0K | $12.35M | 7.1% | −2.4K | Reduced |
| 2 | Vanguard Index Fds | 32.8K | $10.98M | 6.3% | +2.7K | Added |
| 3 | Apple Inc | 19.5K | $5.29M | 3.0% | +218 | Added |
| 4 | Putnam Mun Opportunities Tr |
| 472.4K |
| $5.05M |
| 2.9% |
| −8.0K |
| Reduced |
| 5 | Eaton Vance Muni Income Trus | 398.9K | $4.29M | 2.5% | −14.1K | Reduced |
| 6 | Blackrock Income Tr Inc | 363.9K | $4.02M | 2.3% | −2.5K | Reduced |
| 7 | Dimensional ETF Trust | 119.1K | $3.92M | 2.3% | +3.7K | Added |
| 8 | Dimensional ETF Trust | 71.1K | $3.33M | 1.9% | +6 | Added |
| 9 | Ishares Tr | 4.8K | $3.27M | 1.9% | −88 | Reduced |
| 10 | Dimensional ETF Trust | 62.9K | $2.93M | 1.7% | +32 | Added |
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