BEDFORD, NH
Allocation by class
Portfolio Concentration
Top 3 weight
38.6%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 3.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 61.31K | SH | $42.11M 16.59% | 0.00 | 0.00 | 61.31K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 681.65K | SH | $30.24M 11.91% | 0.00 | 0.00 | 681.65K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 375.71K | SH | $25.75M 10.14% | 0.00 | 0.00 | 375.71K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 506.37K | SH | $21.37M 8.42% | 0.00 | 0.00 | 506.37K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 234.90K | SH | $12.96M 5.11% | 0.00 | 0.00 | 234.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 178.83K | SH | $12.74M 5.02% | 0.00 | 0.00 | 178.83K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 211.09K | SH | $10.60M 4.18% | 0.00 | 0.00 | 211.09K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 173.69K | SH | $10.37M 4.08% | 0.00 | 0.00 | 173.69K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 34.75K | SH | $8.44M 3.33% | 0.00 | 0.00 | 34.75K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 88.72K | SH | $7.27M 2.86% | 0.00 | 0.00 | 88.72K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 56.65K | SH | $7.24M 2.85% | 0.00 | 0.00 | 56.65K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 97.71K | SH | $7.17M 2.83% | 0.00 | 0.00 | 97.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 22.40K | SH | $6.79M 2.67% | 0.00 | 0.00 | 22.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.87K | SH | $4.02M 1.58% | 0.00 | 0.00 | 10.87K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 80.66K | SH | $3.90M 1.54% | 0.00 | 0.00 | 80.66K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 10.08K | SH | $3.69M 1.45% | 0.00 | 0.00 | 10.08K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.56K | SH | $3.40M 1.34% | 0.00 | 0.00 | 4.56K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 33.27K | SH | $3.21M 1.26% | 0.00 | 0.00 | 33.27K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 37.02K | SH | $3.05M 1.20% | 0.00 | 0.00 | 37.02K |
ISHARES TRSOLE | GLOBAL REIT ETF | 108.41K | SH | $2.99M 1.18% | 0.00 | 0.00 | 108.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 78.13K | SH | $2.74M 1.08% | 0.00 | 0.00 | 78.13K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 25.09K | SH | $2.67M 1.05% | 0.00 | 0.00 | 25.09K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 63.19K | SH | $2.54M 1.00% | 0.00 | 0.00 | 63.19K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 39.24K | SH | $2.16M 0.85% | 0.00 | 0.00 | 39.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 37.89K | SH | $2.05M 0.81% | 0.00 | 0.00 | 37.89K |