NORTH READING, MA
Allocation by class
Portfolio Concentration
Top 3 weight
24.5%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 3.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P US GWT | 147.48K | SH | $27.74M 9.64% | 0.00 | 0.00 | 147.48K |
ISHARES TRSOLE | CORE S&P US VLU | 207.77K | SH | $22.89M 7.95% | 0.00 | 0.00 | 207.77K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 745.87K | SH | $19.78M 6.87% | 0.00 | 0.00 | 745.87K |
ISHARES TRSOLE | CORE MSCI INTL | 151.55K | SH | $13.49M 4.69% | 0.00 | 0.00 | 151.55K |
PIMCO ETF TRSOLE | MTG BKD SECS ACT | 270.17K | SH | $13.34M 4.63% | 0.00 | 0.00 | 270.17K |
ISHARES TRSOLE | CORE S&P MCP ETF | 170.32K | SH | $13.13M 4.56% | 0.00 | 0.00 | 170.32K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 116.48K | SH | $9.38M 3.26% | 0.00 | 0.00 | 116.48K |
ISHARES TRSOLE | CORE S&P SCP ETF | 60.99K | SH | $9.05M 3.14% | 0.00 | 0.00 | 60.99K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 46.08K | SH | $8.78M 3.05% | 0.00 | 0.00 | 46.08K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 315.80K | SH | $8.68M 3.01% | 0.00 | 0.00 | 315.80K |
ISHARES INCSOLE | CORE MSCI EMKT | 88.95K | SH | $7.37M 2.56% | 0.00 | 0.00 | 88.95K |
ISHARES TRSOLE | CORE UNIVRSL USD | 149.11K | SH | $6.88M 2.39% | 0.00 | 0.00 | 149.11K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 129.65K | SH | $6.39M 2.22% | 0.00 | 0.00 | 129.65K |
ISHARES TRSOLE | CORE MSCI EAFE | 61.52K | SH | $5.94M 2.06% | 0.00 | 0.00 | 61.52K |
HARRIS OAKMARK ETF TRUSTSOLE | OAKMARK U S LRG | 207.46K | SH | $5.84M 2.03% | 0.00 | 0.00 | 207.46K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 18.11K | SH | $5.17M 1.80% | 0.00 | 0.00 | 18.11K |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 44.90K | SH | $4.81M 1.67% | 0.00 | 0.00 | 44.90K |
NVIDIA CORPORATIONSOLE | COM | 23.73K | SH | $4.75M 1.65% | 0.00 | 0.00 | 23.73K |
ADVANCED MICRO DEVICES INCSOLE | COM | 6.51K | SH | $3.78M 1.31% | 0.00 | 0.00 | 6.51K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 45.50K | SH | $3.49M 1.21% | 0.00 | 0.00 | 45.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.81K | SH | $3.41M 1.18% | 0.00 | 0.00 | 6.81K |
ALPHABET INCSOLE | CAP STK CL A | 8.98K | SH | $3.21M 1.12% | 0.00 | 0.00 | 8.98K |
APPLE INCSOLE | COM | 10.73K | SH | $3.10M 1.08% | 0.00 | 0.00 | 10.73K |
AMAZON COM INCSOLE | COM | 13K | SH | $3.10M 1.08% | 0.00 | 0.00 | 13K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.89K | SH | $2.91M 1.01% | 0.00 | 0.00 | 3.89K |