Franklin, Parlapiano, Turner & Welch, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD S&P 500 ETF | $71.88M | 17.8% |
| ISHARES FTSE NAREIT RESID PLUS CP IDX | $41.00M | 10.2% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | $37.64M | 9.3% |
| ISHARES TR RUSSELL 1000 INDEX ETF | $36.03M | 8.9% |
| RTX Corp | $12.34M | 3.1% |
| EXXON MOBIL CORP | $11.32M | 2.8% |
| HUBBELL INC | $10.90M | 2.7% |
| EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $10.67M | 2.7% |
| JOHNSON & JOHNSON | $10.53M | 2.6% |
| MICROSOFT CORP | $10.42M | 2.6% |
| NOVARTIS AG ADR | $10.18M | 2.5% |
| Houlihan Lokey Inc | $9.90M | 2.5% |
| Visa Inc | $9.17M | 2.3% |
| WEC ENERGY GROUP, INC. | $8.85M | 2.2% |
| Medtronic plc | $8.24M | 2.0% |
| Accenture plc | $7.95M | 2.0% |
| Becton Dickinson & Co | $7.91M | 2.0% |
| Public Storage | $7.73M | 1.9% |
| Air Products & Chemicals, Inc. | $7.69M | 1.9% |
| PEPSICO INC | $7.61M | 1.9% |
| CANADIAN NATIONAL RAILWAY CO | $7.52M | 1.9% |
| PROCTER & GAMBLE Co | $7.26M | 1.8% |
| MARSH & MCLENNAN COMPANIES, INC. | $6.60M | 1.6% |
| Check Point Software Technologies Ltd | $6.59M | 1.6% |
| ISHARES S&P 500 INDEX | $5.12M | 1.3% |
| ISHARES RUSSELL 2000 ETF | $4.10M | 1.0% |
| Phillips 66 | $3.28M | 0.8% |
| ConocoPhillips | $3.13M | 0.8% |
| VANGUARD LARGE CAP | $2.80M | 0.7% |
| Apple Inc. | $2.70M | 0.7% |
| ISHARES S&P SMALLCAP 600 ETF | $2.34M | 0.6% |
| ISHARES RUSSELL 1000 GROWTH ETF | $1.87M | 0.5% |
| ISHARES MSCI EAFE ETF | $1.43M | 0.4% |
| Walmart Inc. | $1.14M | 0.3% |
| VANGUARD SMALL CAP ETF | $921.6K | 0.2% |
| NVIDIA Corp | $861.1K | 0.2% |
| Alphabet Inc. | $838.2K | 0.2% |
| ISHARES MSCI EMERGING MARKETS ETF | $819.2K | 0.2% |
| VANGUARD REIT INDEX ETF | $796.1K | 0.2% |
| ELI LILLY & Co | $616.8K | 0.2% |
| COLGATE PALMOLIVE CO | $510.3K | 0.1% |
| AbbVie Inc. | $461.1K | 0.1% |
| Amazon.com Inc | $421.6K | 0.1% |
| GENERAL ELECTRIC CO | $365.4K | 0.1% |
| VANGUARD FTSE ALL WORLD EX-US ETF | $348.8K | 0.1% |
| ISHARES RUSSELL 1000 VALUE ETF | $325.2K | 0.1% |
| CATERPILLAR INC | $323.4K | 0.1% |
| ISHARES MSCI ACWI EX US | $274.7K | 0.1% |
| ABBOTT LABORATORIES | $257.9K | 0.1% |
| MCDONALD'S CORP | $255.8K | 0.1% |