MIDDLEBURY, VT
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 8.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 432.06K | SH | $21.58M 4.77% | 0.00 | 0.00 | 432.06K |
VANGUARD SPECIALIZED FUNDSOTR | DIV APP ETF | 97.67K | SH | $21.00M 4.64% | 0.00 | 0.00 | 97.67K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 339.43K | SH | $20.21M 4.47% | 0.00 | 0.00 | 339.43K |
ISHARES TRSOLE | MSCI USA VALUE | 114.84K | SH | $16.33M 3.61% | 0.00 | 0.00 | 114.84K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 35.59K | SH | $15.55M 3.44% | 0.00 | 0.00 | 35.59K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 176.47K | SH | $13.65M 3.02% | 0.00 | 0.00 | 176.47K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 273.61K | SH | $13.26M 2.93% | 0.00 | 0.00 | 273.61K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 255.55K | SH | $12.28M 2.71% | 0.00 | 0.00 | 255.55K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 38.66K | SH | $9.95M 2.20% | 0.00 | 0.00 | 38.66K |
ISHARES TRSOLE | MSCI INTL QUALTY | 203.56K | SH | $9.41M 2.08% | 0.00 | 0.00 | 203.56K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 77.18K | SH | $6.83M 1.51% | 0.00 | 0.00 | 77.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 199.09K | SH | $6.70M 1.48% | 0.00 | 0.00 | 199.09K |
INVESCO EXCH TRADED FD TR IISOLE | S&P GBL WATER | 101.10K | SH | $6.46M 1.43% | 0.00 | 0.00 | 101.10K |
APPLE INCOTR | COM | 25.08K | SH | $6.37M 1.41% | 0.00 | 0.00 | 25.08K |
MICROSOFT CORPOTR | COM | 16.26K | SH | $6.02M 1.33% | 0.00 | 0.00 | 16.26K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHS 2032 | 290.69K | SH | $5.98M 1.32% | 0.00 | 0.00 | 290.69K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 361.72K | SH | $5.95M 1.32% | 0.00 | 0.00 | 361.72K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 354.19K | SH | $5.92M 1.31% | 0.00 | 0.00 | 354.19K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 311.09K | SH | $5.81M 1.28% | 0.00 | 0.00 | 311.09K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVESCO BULLETSH | 265.88K | SH | $5.62M 1.24% | 0.00 | 0.00 | 265.88K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHARES 203 | 269.23K | SH | $5.57M 1.23% | 0.00 | 0.00 | 269.23K |
ISHARES TROTR | US SML CAP EQT | 71.66K | SH | $5.41M 1.20% | 0.00 | 0.00 | 71.66K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 98.05K | SH | $5.17M 1.14% | 0.00 | 0.00 | 98.05K |
ISHARES TRSOLE | IBONDS DEC 2035 | 186.01K | SH | $4.77M 1.05% | 0.00 | 0.00 | 186.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 53.67K | SH | $4.42M 0.98% | 0.00 | 0.00 | 53.67K |