Universe · entity
Franklin, Parlapiano, Turner & Welch, LLC
Institutional manager (13F) · CIK 1707856
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $419M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $73M | 111,614 |
| 2 | ISHARES FTSE NAREIT RESID PLUS CP IDX | $42M | 478,333 |
| 3 | VANGUARD INTERMEDIATE-TERM BOND ETF | $38M | 492,744 |
| 4 | ISHARES TR RUSSELL 1000 INDEX ETF | $36M | 93,093 |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | $18M | 268,606 |
| 6 | HUBBELL INC COM | $12M | 21,467 |
| 7 | EXXON MOBIL CORP COM | $11M | 72,329 |
| 8 | JOHNSON & JOHNSON COM | $10M | 44,843 |
| 9 | RTX CORPORATION COM | $10M | 57,619 |
| 10 | NOVARTIS AG ADR | $10M | 65,092 |
| 11 | MICROSOFT | $10M | 22,894 |
| 12 | WEC ENERGY GROUP INC COM | $9M | 80,577 |
| 13 | EXPEDITORS INTL WASH INC COM | $9M | 61,978 |
| 14 | AIR PRODUCTS AND CHEMICALS INC COM | $9M | 28,964 |
| 15 | VISA INC | $9M | 28,077 |
| 16 | CANADIAN NATIONAL RAILWAY CO | $8M | 74,503 |
| 17 | HOULIHAN LOKEY INC CL A | $8M | 52,964 |
| 18 | PUBLIC STORAGE OPER CO COM | $8M | 26,759 |
| 19 | PEPSICO INC COM | $8M | 51,542 |
| 20 | PROCTER & GAMBLE CO COM | $7M | 50,397 |
| 21 | BECTON DICKINSON & CO COM | $7M | 47,324 |
| 22 | MEDTRONIC PLC SHS | $7M | 84,844 |
| 23 | MARSH & MCLENNAN COS INC COM | $7M | 39,824 |
| 24 | ACCENTURE LTD BERMUDA CL A | $6M | 31,454 |
| 25 | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5M | 40,510 |
| 26 | ISHARES S&P 500 INDEX | $5M | 7,364 |
| 27 | CONOCOPHILLIPS COM | $5M | 41,176 |
| 28 | ISHARES RUSSELL 2000 ETF | $4M | 15,151 |
| 29 | PHILLIPS 66 | $4M | 24,155 |
| 30 | APPLE INC | $3M | 10,568 |
| 31 | VANGUARD LARGE CAP | $3M | 8,770 |
| 32 | ISHARES S&P SMALLCAP 600 ETF | $2M | 18,211 |
| 33 | ISHARES RUSSELL 1000 GROWTH ETF | $2M | 3,982 |
| 34 | ISHARES MSCI EAFE ETF | $1M | 14,369 |
| 35 | WALMART INC COM | $1M | 9,483 |
| 36 | VANGUARD SMALL CAP ETF | $947k | 3,345 |
| 37 | NVIDIA CORPORATION COM | $923k | 4,624 |
| 38 | ISHARES MSCI EMERGING MARKETS ETF | $883k | 14,156 |
| 39 | GOOGLE INC | $861k | 2,540 |
| 40 | VANGUARD REIT INDEX ETF | $821k | 8,595 |
| 41 | ELI LILLY & CO COM | $545k | 594 |
| 42 | COLGATE PALMOLIVE CO COM | $506k | 6,038 |
| 43 | AMAZON.COM INC | $450k | 1,763 |
| 44 | ABBVIE INC COM | $432k | 2,151 |
| 45 | CATERPILLAR INC COM | $418k | 500 |
| 46 | VANGUARD FTSE ALL WORLD EX-US ETF | $364k | 2,337 |
| 47 | ISHARES RUSSELL 1000 VALUE ETF | $338k | 1,485 |
| 48 | GE VERNOVA INC COM | $322k | 280 |
| 49 | GE AEROSPACE COM NEW | $317k | 1,124 |
| 50 | ISHARES MSCI ACWI EX US | $285k | 3,930 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.