PROVIDENCE, RI
Allocation by class
Portfolio Concentration
Top 3 weight
22.5%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.02K | SH | $31.13M 10.71% | 0.00 | 0.00 | 97.02K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 156.87K | SH | $17.74M 6.11% | 0.00 | 0.00 | 156.87K |
ISHARES TRSOLE | MSCI USA MIN VOL | 177.99K | SH | $16.51M 5.68% | 0.00 | 0.00 | 177.99K |
NVIDIA CORPORATIONSOLE | COM | 64.59K | SH | $11.26M 3.88% | 0.00 | 0.00 | 64.59K |
ISHARES TRSOLE | MORNINGSTAR VALU | 93.59K | SH | $8.72M 3.00% | 0.00 | 0.00 | 93.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.53K | SH | $8.18M 2.82% | 0.00 | 0.00 | 12.53K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 101.35K | SH | $7.61M 2.62% | 0.00 | 0.00 | 101.35K |
APPLE INCSOLE | COM | 27.64K | SH | $7.01M 2.41% | 0.00 | 0.00 | 27.64K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.41K | SH | $6.76M 2.32% | 0.00 | 0.00 | 31.41K |
ISHARES TRSOLE | FUTURE EXPONENTI | 93.97K | SH | $6.40M 2.20% | 0.00 | 0.00 | 93.97K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 134.54K | SH | $6.33M 2.18% | 0.00 | 0.00 | 134.54K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.32K | SH | $6.06M 2.09% | 0.00 | 0.00 | 9.32K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 9.21K | SH | $5.68M 1.96% | 0.00 | 0.00 | 9.21K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.07K | SH | $5.27M 1.81% | 0.00 | 0.00 | 12.07K |
ALPHABET INCSOLE | CAP STK CL A | 17.80K | SH | $5.11M 1.76% | 0.00 | 0.00 | 17.80K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.36K | SH | $4.98M 1.71% | 0.00 | 0.00 | 25.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 51.27K | SH | $4.95M 1.70% | 0.00 | 0.00 | 51.27K |
AMAZON COM INCSOLE | COM | 22.96K | SH | $4.78M 1.65% | 0.00 | 0.00 | 22.96K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 49.41K | SH | $4.58M 1.58% | 0.00 | 0.00 | 49.41K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.36K | SH | $4.55M 1.56% | 0.00 | 0.00 | 17.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 61.40K | SH | $3.93M 1.35% | 0.00 | 0.00 | 61.40K |
META PLATFORMS INCSOLE | CL A | 5.69K | SH | $3.25M 1.12% | 0.00 | 0.00 | 5.69K |
EXXON MOBIL CORPSOLE | COM | 19.13K | SH | $3.25M 1.12% | 0.00 | 0.00 | 19.13K |
ISHARES TRSOLE | CORE MSCI TOTAL | 36.63K | SH | $3.17M 1.09% | 0.00 | 0.00 | 36.63K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 74.70K | SH | $3.00M 1.03% | 0.00 | 0.00 | 74.70K |