ROSLINDALE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.91M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 213.69K | SH | $9.06M 6.36% | 0.00 | 0.00 | 213.69K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 154.07K | SH | $7.82M 5.49% | 0.00 | 0.00 | 154.07K |
PIMCO EQUITY SERSOLE | RAFI ESG US | 149.18K | SH | $6.21M 4.35% | 0.00 | 0.00 | 149.18K |
ISHARES TRSOLE | ESG MSCI USA ETF | 104.10K | SH | $5.75M 4.03% | 0.00 | 0.00 | 104.10K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 68.34K | SH | $5.14M 3.60% | 0.00 | 0.00 | 68.34K |
ISHARES TRSOLE | ESG AWR MSCI USA | 35.99K | SH | $5.09M 3.57% | 0.00 | 0.00 | 35.99K |
ISHARES TRSOLE | ESG EAFE ETF | 62.33K | SH | $4.70M 3.30% | 0.00 | 0.00 | 62.33K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 175.77K | SH | $4.67M 3.28% | 0.00 | 0.00 | 175.77K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 45.06K | SH | $4.31M 3.02% | 0.00 | 0.00 | 45.06K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 88.91K | SH | $3.77M 2.64% | 0.00 | 0.00 | 88.91K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 47.77K | SH | $3.59M 2.52% | 0.00 | 0.00 | 47.77K |
ISHARES TRSOLE | ESG ADVNCD HY BD | 73.10K | SH | $3.39M 2.37% | 0.00 | 0.00 | 73.10K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 45.33K | SH | $3.25M 2.28% | 0.00 | 0.00 | 45.33K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 61.05K | SH | $3.12M 2.19% | 0.00 | 0.00 | 61.05K |
ISHARES TRSOLE | ESG ADVANCED UNI | 68.56K | SH | $2.98M 2.09% | 0.00 | 0.00 | 68.56K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 256.09K | SH | $2.65M 1.86% | 0.00 | 0.00 | 256.09K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 58.09K | SH | $2.64M 1.85% | 0.00 | 0.00 | 58.09K |
ISHARES TRSOLE | ESG AWR US AGRGT | 54.75K | SH | $2.60M 1.83% | 0.00 | 0.00 | 54.75K |
J P MORGAN EXCHANGE TRADED FSOLE | INFLATION MANAGE | 53.41K | SH | $2.58M 1.81% | 0.00 | 0.00 | 53.41K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 61.55K | SH | $2.57M 1.80% | 0.00 | 0.00 | 61.55K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 52.46K | SH | $2.52M 1.77% | 0.00 | 0.00 | 52.46K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 7.96K | SH | $2.38M 1.67% | 0.00 | 0.00 | 7.96K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 47.05K | SH | $2.35M 1.65% | 0.00 | 0.00 | 47.05K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 34.90K | SH | $2.29M 1.61% | 0.00 | 0.00 | 34.90K |
ISHARES TRSOLE | EGSADVNCDMSCI EM | 43.75K | SH | $2.09M 1.47% | 0.00 | 0.00 | 43.75K |