Mayflower Financial Advisors, LLC
445 holdingsFiling period: 2026-03-31Current AUM: $915.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57.3K | $37.4M | $43.0M | 4.69% | -413 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 375.4K | $28.7M | $33.0M | 3.60% | +51.4K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 87.4K | $22.2M | $27.0M | 2.95% | -279 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 44.2K | $16.3M | $20.5M | 2.24% | +148 | 2026-03-31 |
| 5 | QUAL | ISHARES TR | 85.1K | $16.3M | $18.7M | 2.04% | +2.1K | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 531.3K | $16.3M | $17.8M | 1.94% | +7.9K | 2026-03-31 |
| 7 | IVW | ISHARES TR | 126.5K | $14.3M | $17.1M | 1.87% | +7.0K | 2026-03-31 |
| 8 | IVE | ISHARES TR | 62.8K | $13.3M | $14.6M | 1.59% | -527 | 2026-03-31 |
| 9 | VTEB | VANGUARD MUN BD FDS | 250.2K | $12.5M | $12.4M | 1.36% | +10.8K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 70.2K | $12.2M | $14.1M | 1.54% | +3.9K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 42.3K | $12.2M | $15.1M | 1.65% | -315 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 18.5K | $12.0M | $13.8M | 1.51% | -701 | 2026-03-31 |
| 13 | DYNF | BLACKROCK ETF TRUST | 198.7K | $11.6M | $13.4M | 1.46% | -31,640 | 2026-03-31 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | 465.5K | $10.8M | $10.6M | 1.16% | +23.7K | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 34.4K | $9.9M | $12.3M | 1.34% | +94 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 19.1K | $9.2M | $9.2M | 1.00% | -1,143 | 2026-03-31 |
| 17 | IUSB | ISHARES TR | 190.8K | $8.8M | $8.7M | 0.95% | +11.1K | 2026-03-31 |
| 18 | ACWX | ISHARES TR | 117.2K | $8.0M | $8.8M | 0.96% | +85.0K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 37.9K | $7.9M | $10.3M | 1.12% | +409 | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 86.8K | $7.9M | $8.5M | 0.93% | -92 | 2026-03-31 |
| 21 | IJH | ISHARES TR | 113.2K | $7.6M | $8.5M | 0.93% | +528 | 2026-03-31 |
| 22 | BND | VANGUARD BD INDEX FDS | 98.8K | $7.3M | $7.1M | 0.78% | +8.8K | 2026-03-31 |
| 23 | XTEN | BONDBLOXX ETF TRUST | 158.4K | $7.3M | $7.0M | 0.77% | +17.9K | 2026-03-31 |
| 24 | IJR | ISHARES TR | 57.8K | $7.2M | $8.4M | 0.92% | +754 | 2026-03-31 |
| 25 | USMV | ISHARES TR | 74.2K | $6.9M | $7.3M | 0.79% | +268 | 2026-03-31 |
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