Minot DeBlois Advisors LLC
CIK 1475933 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- VCSH9.27%
- VGIT5.43%
- VOO3.96%
- IEMG3.76%
- AAPL3.46%
- MSFT3.10%
- VB3.08%
- GOOG2.80%
- AMZN2.60%
- TIP2.59%
Share classes counted separately40.05%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TIPWeight increased · +1.00 pp1.59% → 2.59%Shares +7.02K (+42.99%)
- VCSHWeight increased · +0.99 pp8.28% → 9.27%Shares +1.59K (+1.37%)
- AAPLWeight decreased · -0.71 pp4.17% → 3.46%Shares -2.59K (-14.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $9.30M | 9.27% | 117.86K shares | 8.28% → 9.27%+0.99 pp +1.59K (+1.37%) | Added | ↗▾ |
| 02 | VGITVANGUARD INTERMEDIATE-TERM TEquities View history and evidence | $5.45M | 5.43% | 91.68K shares | 5.15% → 5.43%+0.28 pp -5.58K (-5.74%) | Reduced | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $3.97M | 3.96% | 7.73K shares | 3.88% → 3.96%+0.08 pp -153 (-1.94%) | Reduced | ↗▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $3.77M | 3.76% | 69.84K shares | 3.66% → 3.76%+0.10 pp -6.80K (-8.87%) | Reduced | ↗▾ |
| 05 | AAPLAPPLE INCEquities View history and evidence | $3.48M | 3.46% | 15.65K shares | 4.17% → 3.46%-0.71 pp -2.59K (-14.22%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORPEquities View history and evidence | $3.12M | 3.10% | 8.30K shares | 3.48% → 3.10%-0.38 pp -740 (-8.19%) | Reduced | ↗▾ |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDEquities View history and evidence | $3.09M | 3.08% | 13.95K shares | 3.05% → 3.08%+0.03 pp +52 (+0.37%) | Added | ↗▾ |
| 08 | GOOGALPHABET INC-CL CEquities View history and evidence | $2.81M | 2.80% | 17.97K shares | 3.36% → 2.80%-0.56 pp -1.33K (-6.89%) | Reduced | ↗▾ |
| 09 | AMZNAMAZON.COM INCEquities View history and evidence | $2.61M | 2.60% | 13.73K shares | 2.93% → 2.60%-0.33 pp -920 (-6.28%) | Reduced | ↗▾ |
| 10 | TIPISHARES TIPS BOND ETFETF View history and evidence | $2.60M | 2.59% | 23.36K shares | 1.59% → 2.59%+1.00 pp +7.02K (+42.99%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 61
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VSGX VANGUARD ESG INTL STOCK ETF | Non-derivative | -1,624 | -$92.08K | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | -155 | -$62.59K | SEC filing ↗ | SEC filing ↗ |
| SPTL SS SPDR PF LNG TRM TSY E-USD | Non-derivative | -2,013 | -$52.72K | SEC filing ↗ | SEC filing ↗ |
3 / 61 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1475933 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100355341
}Research all 249 reported holdings.
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