search_index_fts: 37672
This data as json
| rowid | title | search_1 |
|---|---|---|
| 37672 | Thomas J Hooper 2024 | Hooper Thomas J (617) 717-6929 thooper@commcorp.org Page 1 of 23 Commonwealth Corporation 33 Harrison Ave, 3rd Floor, Boston, MA, 02111, Vice President, Sector Pathways 05/01/2023 Commonwealth Corporation 33 Harrison Ave, 3rd Floor, Boston, MA, 02111, US Employee Page 2 of 23 Bright Horizons 2 Wells Ave, Newton, MA, 02459, US Manager Page 3 of 23 F, S/C Page 4 of 23 Page 5 of 23 Page 6 of 23 Page 7 of 23 Page 8 of 23 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Apple Inc. - Common Stock(AAPL) Berkshire Hathaway Inc. Common Stock(BRK.A) Columbia Contrarian Core Fund Class I(CCCIX) Columbia Diversified Equity Income Fund Class A(INDZX) iShares Core S&P 500 ETF(IVV) Page 9 of 23 iShares MSCI EAFE ETF(EFA) iShares Russell 1000 Growth ETF(IWF) iShares Russell 2000 Growth ETF(IWO) iShares Core MSCI Emerging Markets ETF(IEMG) Mastercard Incorporated Common Stock(MA) Novo Nordisk A/S Common Stock(NVO) Page 10 of 23 Principal Fds Inc. MidCap Value Fd III, Cl R-4(PMPPX) Columbia Fds Srs Tr, Columbia Short Term Bond Fund Class A(NSTRX) Lord Abbett Short Duration Income Class R4(LDLKX) Vanguard Short-Term Bond ETF(BSV) Neuberger Berman Long Short Credit Fund Class A(NLNAX) Abbey Capital Futures Strategy Fund- Class A Shares(ABYAX) Page 11 of 23 ishares Gold Trust(IAU) Marriott International Class A Common Stock(MAR) Intuitive Surgical, Inc. - Common Stock(ISRG) Page 12 of 23 Name of Issuer Description of Principal Place of Business or Investment State of Incorporation Issuer Address Name of Trust FIMM Treasury Only Portfolio: Institutional Class(FRSXX) CO TUA E BOLTON FAM GST Linde PLC CO TUA E BOLTON FAM GST Medtronic plc. Ordinary Shares(MDT) CO TUA E BOLTON FAM GST Chubb Corporation (The) Common Stock(CB) CO TUA E BOLTON FAM GST AbbVie Inc. Common Stock(ABBV) CO TUA E BOLTON FAM GST Alphabet Inc. Class C Capital Stock(GOOG) CO TUA E BOLTON FAM GST Page 13 of 23 Berkshire Hathaway Inc. Common Stock(BRK.A) CO TUA E BOLTON FAM GST Blackstone / GSO Strategic Credit Fund Common Shares(BGB) CO TUA E BOLTON FAM GST BlackRock Income Trust Inc. (The) (BKT) CO TUA E BOLTON FAM GST Broadcom Corporation - Class A Common Stock(BRCM) CO TUA E BOLTON FAM GST Centene Corporation Common Stock(CNC) CO TUA E BOLTON FAM GST Chevron Corporation Common Stock(CVX) CO TUA E BOLTON FAM GST Cisco Systems, Inc. - Common Stock(CSCO) CO TUA E BOLTON FAM GST Citigroup Inc. Dep Shs Repstg 1/1000th Pfd Ser AA(C$P) CO TUA E BOLTON FAM GST Page 14 of 23 Colgate-Palmolive Company Common Stock(CL) CO TUA E BOLTON FAM GST COLUMBIA CONTRARIAN CORE 529 PORT A(CCRAX) CO TUA E BOLTON FAM GST Columbia Fds Srs Tr, Columbia SmallCap Index Fund Class Z(NMSCX) CO TUA E BOLTON FAM GST Columbia Mid Cap Growth Fund Class I(CMTIX) CO TUA E BOLTON FAM GST Danaher Corporation Common Stock(DHR) CO TUA E BOLTON FAM GST Walt Disney Company (The) Common Stock(DIS) CO TUA E BOLTON FAM GST Dow Chemical Company (The) Common Stock(DOW) CO TUA E BOLTON FAM GST DuPont Capital Emerging Markets Debt Fd Cl I(DCDEX) CO TUA E BOLTON FAM GST Page 15 of 23 EOG Resources, Inc. Common Stock(EOG) CO TUA E BOLTON FAM GST Exxon Mobil Corporation Common Stock(XOM) CO TUA E BOLTON FAM GST Home Depot, Inc. (The) Common Stock(HD) CO TUA E BOLTON FAM GST Intuitive Surgical, Inc. - Common Stock(ISRG) CO TUA E BOLTON FAM GST iShares Core S&P Total U.S. Stock Market ETF(ITOT) CO TUA E BOLTON FAM GST JP Morgan Chase & Co. Common Stock(JPM) CO TUA E BOLTON FAM GST Johnson & Johnson Common Stock(JNJ) CO TUA E BOLTON FAM GST Lockheed Martin Corporation Common Stock(LMT) CO TUA E BOLTON FAM GST Page 16 of 23 Mastercard Incorporated Common Stock(MA) CO TUA E BOLTON FAM GST Microsoft Corporation Common Stock(MSFT) CO TUA E BOLTON FAM GST Mondelez International, Inc. - Class A Common Stock(MDLZ) CO TUA E BOLTON FAM GST Novo Nordisk A/S Common Stock(NVO) CO TUA E BOLTON FAM GST Palo Alto Networks, Inc. Common Stock(PANW) CO TUA E BOLTON FAM GST Pepsico, Inc. Common Stock(PEP) CO TUA E BOLTON FAM GST Procter & Gamble Company (The) Common Stock(PG) CO TUA E BOLTON FAM GST Rockwell Automation, Inc. Common Stock(ROK) CO TUA E BOLTON FAM GST Page 17 of 23 Salesforce.com Inc Common Stock(CRM) CO TUA E BOLTON FAM GST Charles Schwab Corporation (The) Common Stock(SCHW) CO TUA E BOLTON FAM GST TJX Companies, Inc. (The) Common Stock(TJX) CO TUA E BOLTON FAM GST US Bancorp Del DEPOSITARY SH S G(USB$N) CO TUA E BOLTON FAM GST Vanguard Short-Term Bond ETF(BSV) CO TUA E BOLTON FAM GST Vontier Corp (VNT) CO TUA E BOLTON FAM GST Xylem Inc. Common Stock New(XYL) CO TUA E BOLTON FAM GST Vanguard Short-Term Corporate Bond ETF(VCSH) CO TUA E BOLTON FAM GST Page 18 of 23 Bank of America 8011 Villa Park Dr, Richmond, VA, 23228, US 30 years 2.5 2051 Page 19 of 23 Interest Rate(%) Date RayPayment Due Loan Collateral 6.4 04/01/2050 Bank of America PO Box 105483, Atlanta, GA, 30348 5483, US Page 20 of 23 Page 21 of 23 Page 22 of 23 I, Thomas J Hooper, certify under the pains and penalties of perjury that: Submitted: 04/30/2025 Page 23 of 23 |