account_balance
Investment manager · 13F filer · SEC CIK 1707856
Franklin, Parlapiano, Turner & Welch, LLC
Reported value$448Mas of Sep 30, 2026
Positions57 3 new, 1 sold out
Top 10 weight65.1%VOO alone is 17%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
16.6%Trimmed −2%
VEAVanguard Ftse Developed Markets ETF
10.5%Added +31%
REZiShares Ftse Nareit Resid Plus Cp Idx
9.2%
IWBiShares Tr Russell 1000 Index ETF
8.4%
BIVVanguard Intermediate-Term Bond ETF
8.1%
MSFTMicrosoft Corp
2.6%
XOMExxonMobil Holdings Corp
2.6%
JNJJohnson & Johnson
2.4%Trimmed −7%
EXPDExpeditors International of Washington Inc
2.4%Trimmed −5%
RTXRTX Corp
2.2%
VVisa Inc.
2.2%
HUBB2.1%VOOVanguard S&P 500 ETF
16.6%Trimmed −2%
VEAVanguard Ftse Developed Markets ETF
10.5%+31%
REZiShares Ftse Nareit Resid Plus Cp Idx
9.2%
IWBiShares Tr Russell 1000 Index ETF
8.4%
BIVVanguard Intermediate-Term Bond ETF
8.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 16.6% Trimmed −2%
VEA Vanguard Ftse Developed Markets ETF 10.5% Added +31%
REZ iShares Ftse Nareit Resid Plus Cp Idx 9.2% Held
IWB iShares Tr Russell 1000 Index ETF 8.4% Held
BIV Vanguard Intermediate-Term Bond ETF 8.1% Held
MSFT Microsoft Corp 2.6% HeldXOM ExxonMobil Holdings Corp 2.6% HeldJNJ Johnson & Johnson 2.4% Trimmed −7%EXPD Expeditors International of Washington Inc 2.4% Trimmed −5%RTX RTX Corp 2.2% Trimmed −6%V Visa Inc. 2.2% Trimmed −2%HUBB Hubbell Inc 2.1% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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