ROSLINDALE, MA
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 220.62K | SH | $9.95M 6.21% | 0.00 | 0.00 | 220.62K |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 169.18K | SH | $8.58M 5.35% | 0.00 | 0.00 | 169.18K |
PIMCO EQUITY SERSOLE | RAFI ESG US | 152.85K | SH | $7.32M 4.56% | 0.00 | 0.00 | 152.85K |
ISHARES TRSOLE | ESG MSCI USA ETF | 97.39K | SH | $6.76M 4.22% | 0.00 | 0.00 | 97.39K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 67.41K | SH | $6.07M 3.79% | 0.00 | 0.00 | 67.41K |
ISHARES TRSOLE | ESG AWR MSCI USA | 35.95K | SH | $5.88M 3.67% | 0.00 | 0.00 | 35.95K |
ISHARES TRSOLE | ESG EAFE ETF | 62.99K | SH | $5.33M 3.32% | 0.00 | 0.00 | 62.99K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 175.34K | SH | $5.08M 3.17% | 0.00 | 0.00 | 175.34K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 85.61K | SH | $4.72M 2.95% | 0.00 | 0.00 | 85.61K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 43.95K | SH | $4.52M 2.82% | 0.00 | 0.00 | 43.95K |
DIMENSIONAL ETF TRUSTSOLE | EMER MARK SU ETF | 81.69K | SH | $3.99M 2.49% | 0.00 | 0.00 | 81.69K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 74.54K | SH | $3.78M 2.35% | 0.00 | 0.00 | 74.54K |
ISHARES TRSOLE | ESG ADVNCD HY BD | 80.02K | SH | $3.74M 2.33% | 0.00 | 0.00 | 80.02K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 48.52K | SH | $3.71M 2.31% | 0.00 | 0.00 | 48.52K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 43.73K | SH | $3.60M 2.25% | 0.00 | 0.00 | 43.73K |
ISHARES TRSOLE | ESG ADVAN ETF | 70.84K | SH | $3.08M 1.92% | 0.00 | 0.00 | 70.84K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 258.93K | SH | $2.95M 1.84% | 0.00 | 0.00 | 258.93K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 29.81K | SH | $2.93M 1.83% | 0.00 | 0.00 | 29.81K |
J P MORGAN EXCHANGE TRADED FSOLE | INFL MANA BD ETF | 59.89K | SH | $2.87M 1.79% | 0.00 | 0.00 | 59.89K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 69.05K | SH | $2.85M 1.78% | 0.00 | 0.00 | 69.05K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 54.97K | SH | $2.75M 1.71% | 0.00 | 0.00 | 54.97K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 55.53K | SH | $2.69M 1.68% | 0.00 | 0.00 | 55.53K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 7.58K | SH | $2.61M 1.63% | 0.00 | 0.00 | 7.58K |
ISHARES TRSOLE | ESG AWR US AGRGT | 53.83K | SH | $2.55M 1.59% | 0.00 | 0.00 | 53.83K |
ISHARES TRSOLE | EGSADVNCDMSCI EM | 41.42K | SH | $2.40M 1.50% | 0.00 | 0.00 | 41.42K |