search_index: sfi.db/filings, 43095
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 43095 | Joshua Tarsky 2024 | 2024-01-01T00:00:00 | 1 | Tarsky Joshua (617) 722-2800 Ext : 7322 Joshua.Tarsky@mahouse.gov Office Representative in General Court Page 1 of 29 Public Agency Public Agency Consultant / Services Provided Contractor? Municipal Holbrook Public Schools 245 South Franklin St, Holbrook, MA, 02343, Principal Holbrook Middle-High School State MA National Guard 2 Randolph Rd, Hanscom AFB, MA, 01731, US JAG $10,001 to 20,000 Page 2 of 29 Harvard Medical Faculty Physicians Beth Israel Deaconess Medical Center, 330 Brookline Avenue, Boston , MA, 02215, US Employee Page 3 of 29 F, S/C 3455 Main St, West Springfield, MA, 01090, US Amherst Development Partners Limited, P.O Box 180, West Springfield, MA, 01090, US Page 4 of 29 Page 5 of 29 Page 6 of 29 Page 7 of 29 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation iShares Core S&P Total U.S. Stock Market ETF(ITOT) F, S/C Vanguard Tax-Exempt Bond ETF(VTEB) F, S/C Page 8 of 29 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Alphabet Inc. Class A Common Stock(GOOGL) Amazon.com, Inc. Common Stock(AMZN) Apple Inc. - Common Stock(AAPL) Bank of America Corporation Common Stock(BAC) Charter Communications, Inc. - Class A Common Stock(CHTR) Page 9 of 29 Chevron Corporation Common Stock(CVX) Deere & Company Common Stock(DE) Walt Disney Company (The) Common Stock(DIS) Dupont Fabros Technology, Inc. Common Stock(DFT) Equinix, Inc. Common Stock(EQIX) Exxon Mobil Corporation Common Stock(XOM) Page 10 of 29 Fidelity National Information Services, Inc. Common Stock(FIS) First Solar, Inc. Common Stock(FSLR) General Dynamics Corporation Common Stock(GD) International Business Machines Corporation Common Stock(IBM) Marriott International Class A Common Stock(MAR) Medtronic plc. Ordinary Shares(MDT) Page 11 of 29 META Common Stock DE 1 Hacker Way, Menlo Park, CA, 94025, US Microsoft Corporation Common Stock(MSFT) Newmont Mining Corporation(NEM) NVIDIA Corporation - Common Stock(NVDA) Quanta Services, Inc. Common Stock(PWR) Salesforce.com Inc Common Stock(CRM) Page 12 of 29 Solventum Corp Common Stock DE 2510 Conway Ave East , Maplewood, MN, 55144, US Sylvamo Corp Common Stock DE 6400 Poplar Ave, Memphis , TN, 38197, US ETF MA 1 Lincoln St, Boston , MA, 02111, US Vanguard Small-Cap Growth ETF DNQ(VBK) 3M Company Common Stock(MMM) Comm Services Select SPDR Select Sector Fund - Consumer Discretionary(XLY) Page 13 of 29 First Trust ISE Cloud Computing Index Fund(SKYY) PAVE ETF GA 801 Pennsylvania Ave, Kansas City, MO, 64105, SPDR Select Sector Fund - Health Care(XLV) SPDR Select Sector Fund - Energy Select Sector(XLE) SPDR Select Sector Fund Financial(XLF) SPDR Select Sector Fund Technology(XLK) Page 14 of 29 VanEck Semiconductor ETF(SMH) Vanguard Consumer Staples ETF DNQ(VDC) Vanguard Consumer Discretion ETF DNQ(VCR) Vanguard Industrials ETF DNQ(VIS) Vanguard Information Tech ETF - DNQ(VGT) Invesco S&P 500 Index Fund Class A(SPIAX) Page 15 of 29 American Mutual Fund Class A Shares(AMRMX) Berkshire Hathaway Inc. New Common Stock(BRK.B) Boeing Company (The) Common Stock(BA) Carrier Global Corp Common Stock Palm Beach Gardens, Florida 13995 Pasteur BLVD, Palm Gardens, FL, 33418, US Eversource Energy (D/B/A) Common Stock(ES) The Growth Fund of America Class A Shares(AGTHX) Page 16 of 29 Home Depot, Inc. (The) Common Stock(HD) iShares Russell Mid-Cap ETF(IWR) iShares Russell 1000 Growth ETF(IWF) iShares Russell 2000 ETF(IWM) iShares U.S. Technology ETF(IYW) JP Morgan Chase & Co. Common Stock(JPM) Page 17 of 29 McDonald's Corporation Common Stock(MCD) Net Lease Office Properties Common Stock Manhattan, NY 1 Manhattan West, New York, NY, 10001, US Otis Worlkdwide Common Stock Farmington, CT 1 Carrier Place, Farmington, CT, 06032, US Raytheon Company Common Stock(RTN) Vanguard Russell 1000 Value ETF(VONV) Verizon Communications Inc. Common Stock(VZ) Page 18 of 29 Visa Inc.(V) W.P. Carey Inc. REIT(WPC) Wal-Mart Stores, Inc. Common Stock(WMT) American Funds Capital World Growth & Income Fund Class A Shares(CWGIX) Coca Cola Euro Pacific Partners Common Stock Pemberton House, UK Bakers Road, Uxbridge, Middlesex UB8 American Funds EuroPacific Growth A(AEPGX) Page 19 of 29 International Growth and Income Fd, Cl A Shs(IGAAX) American Funds New World Fund A(NEWFX) Vanguard FTSE All World Ex US ETF(VEU) iShares Core S&P 500 ETF(IVV) iShares S&P 500 Growth ETF(IVW) iShares S&P 500 Value ETF(IVE) Page 20 of 29 iShares U.S. Technology ETF(IYW) iShares MSCI USDA Quality Factor ETF(QUAL) iShares MSCI USA Momentum Factor ETF(MTUM) iShares MSCI EAFE Value ETF(EFV) iShares MSCI EAFE Growth ETF(EFG) iShares Core MSCI Emerging Markets ETF(IEMG) Page 21 of 29 ETF 50 Hudson Yards, NY 50 Hudson Yards, New York , NY, 10001, US ishares flexible income active ETF ETF Hudson Yards, NY 50 Hudson Yards, NY, NY, 10001, US Fidelity FADMX Mutual Fund MA 245 Summer Street, Boston , MA, 02210, US ishares msci emerging markets ex china iShares 20 Year Treasury Bond ETF(TLT) iShares MBS ETF(MBB) iShares Core Total USD Bond Market ETF(IUSB) Page 22 of 29 Fidelity Investment Grade Bond Fund(FBNDX) Fidelity Contra Fund(FCNTX) Fidelity Value Fund(FDVLX) Fidelity Emerging Markets Fund(FEMKX) Fidelity International Discovery(FIGRX) Fidelity New Markets Income Fund(FNMIX) Page 23 of 29 Spartan Total Market Index Fd Fidelity Advg Insti Cl(FSKAX) Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund(FSLCX) Spartan 500 Index Fd Advantage Insti Cl(FXAIX) Page 24 of 29 Bank of America 100 North Tryon Street, Charlotte, NC, 28255, US 30 2.5 2051 Obligor 5664 Pepperbus h Dr, Fayettevi lle, NC, 28304, US Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year $60,001 to 100,000 $40,001 to 60,000 30 5.0 2039 Wells Fargo 420 Montgomer y Street, San Francisco , CA, 94163, US Page 25 of 29 Page 26 of 29 you received at any time during 2024 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 27 of 29 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, having a direct interest in legislation, legislative action, or a matter before a governmental body. a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2024 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 28 of 29 I, Joshua Tarsky, certify under the pains and penalties of perjury that: Submitted: 01/29/2025 Page 29 of 29 |