MANCHESTER, NH
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
64.5%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 559.23K | SH | $35.84M 12.97% | 0.00 | 0.00 | 559.23K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 79.54K | SH | $34.74M 12.57% | 0.00 | 0.00 | 79.54K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 135.72K | SH | $26.63M 9.64% | 0.00 | 0.00 | 135.72K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 241.19K | SH | $13.04M 4.72% | 0.00 | 0.00 | 241.19K |
ISHARES TRSOLE | US TREAS BD ETF | 562.03K | SH | $12.88M 4.66% | 0.00 | 0.00 | 562.03K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 29.31K | SH | $12.50M 4.52% | 0.00 | 0.00 | 29.31K |
ISHARES TRSOLE | MSCI ACWI EX US | 181.81K | SH | $12.45M 4.50% | 0.00 | 0.00 | 181.81K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 151.07K | SH | $11.56M 4.18% | 0.00 | 0.00 | 151.07K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 198.26K | SH | $9.53M 3.45% | 0.00 | 0.00 | 198.26K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 115.57K | SH | $9.06M 3.28% | 0.00 | 0.00 | 115.57K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 39.52K | SH | $8.44M 3.06% | 0.00 | 0.00 | 39.52K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 29.37K | SH | $7.69M 2.78% | 0.00 | 0.00 | 29.37K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 41.50K | SH | $6.05M 2.19% | 0.00 | 0.00 | 41.50K |
STERLING CAP FDSSOLE | NATIONAL MUNI BD | 220.40K | SH | $5.48M 1.98% | 0.00 | 0.00 | 220.40K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 52.16K | SH | $4.98M 1.80% | 0.00 | 0.00 | 52.16K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 94.97K | SH | $4.46M 1.61% | 0.00 | 0.00 | 94.97K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 63.57K | SH | $4.37M 1.58% | 0.00 | 0.00 | 63.57K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 56.62K | SH | $4.37M 1.58% | 0.00 | 0.00 | 56.62K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.29K | SH | $4.36M 1.58% | 0.00 | 0.00 | 7.29K |
ISHARES TRSOLE | RUS MD CP GR ETF | 32.70K | SH | $4.19M 1.52% | 0.00 | 0.00 | 32.70K |
ISHARES TRSOLE | CORE US AGGBD ET | 28.62K | SH | $2.84M 1.03% | 0.00 | 0.00 | 28.62K |
AMAZON COM INCSOLE | COM | 10.79K | SH | $2.25M 0.81% | 0.00 | 0.00 | 10.79K |
ISHARES TRSOLE | RUS TP200 GR ETF | 8.02K | SH | $2.00M 0.72% | 0.00 | 0.00 | 8.02K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 40.19K | SH | $1.92M 0.70% | 0.00 | 0.00 | 40.19K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 44.68K | SH | $1.89M 0.68% | 0.00 | 0.00 | 44.68K |