WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
66.7%
Top 10 weight
88.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 484.67K | SH | $140.46M 42.28% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SCHWAB US BD MKT ETF | 2.63M | SH | $59.60M 17.94% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 285.69K | SH | $21.36M 6.43% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 10+ YR INVST GRD | 423.70K | SH | $20.93M 6.30% | 0.00 | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INTER MUNI BD ACT | 133.82K | SH | $12.73M 3.83% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FUNDSSOLE | VAN FTSE DEV MKT | 240.34K | SH | $11.49M 3.46% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | ETF | 62.30K | SH | $7.95M 2.39% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 267.39K | SH | $7.32M 2.20% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BD MKT | 88.24K | SH | $6.35M 1.91% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 104.60K | SH | $6.07M 1.83% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FUNDSSOLE | REAL ESTATE ETF | 64.14K | SH | $5.71M 1.72% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 76.59K | SH | $5.07M 1.52% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | PFD SEC S INC ETF | 200.44K | SH | $3.55M 1.07% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 73.01K | SH | $3.30M 0.99% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 68.38K | SH | $3.01M 0.91% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG HIGH Y | 26.48K | SH | $2.53M 0.76% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 28.21K | SH | $2.51M 0.76% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | EDGE MSCI USA QLT FCT | 13.31K | SH | $2.37M 0.71% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 20.76K | SH | $2.22M 0.67% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 46.65K | SH | $2.09M 0.63% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 15.88K | SH | $1.48M 0.44% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 14.47K | SH | $1.40M 0.42% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | INTL RE ETF | 58.02K | SH | $1.12M 0.34% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 3.32K | SH | $1.11M 0.33% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 4.43K | SH | $488.0K 0.15% | 0.00 | 0.00 | 0.00 |