NEW BEDFORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 7.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TROTR | FUNDAMENTAL INTL | 824.65K | SH | $43.51M 9.10% | 0.00 | 0.00 | 824.65K |
SPDR SERIES TRUSTOTR | ST STR BLO 1 ETF | 468.58K | SH | $42.94M 8.98% | 0.00 | 0.00 | 468.58K |
VANGUARD WHITEHALL FDSOTR | INTL HIGH ETF | 425.60K | SH | $41.79M 8.74% | 0.00 | 0.00 | 425.60K |
VANGUARD SCOTTSDALE FDSOTR | LONG TERM TREAS | 752.01K | SH | $41.50M 8.68% | 0.00 | 0.00 | 752.01K |
FLEXSHARES TROTR | MORNSTAR UPSTR | 626K | SH | $30.85M 6.45% | 0.00 | 0.00 | 626K |
FIRST TR EXCHANGE-TRADED FDOTR | NO AMER ENERGY | 502.34K | SH | $21.85M 4.57% | 0.00 | 0.00 | 502.34K |
ISHARES INCOTR | MSCI JAPAN ETF | 203.93K | SH | $19.02M 3.98% | 0.00 | 0.00 | 203.93K |
ISHARES TROTR | 1 3 YR TREAS BD | 229.56K | SH | $18.85M 3.94% | 0.00 | 0.00 | 229.56K |
VANECK ETF TRUSTOTR | GOLD MINERS ETF | 236.27K | SH | $17.83M 3.73% | 0.00 | 0.00 | 236.27K |
ISHARES TROTR | LATN AMER 40 ETF | 431.94K | SH | $14.58M 3.05% | 0.00 | 0.00 | 431.94K |
AMERICAN CENTY ETF TROTR | INTL SMCP VLU | 140.36K | SH | $14.46M 3.03% | 0.00 | 0.00 | 140.36K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 236.89K | SH | $14.14M 2.96% | 0.00 | 0.00 | 236.89K |
VANGUARD MALVERN FDSOTR | CORE BD ETF | 180.91K | SH | $13.97M 2.92% | 0.00 | 0.00 | 180.91K |
GLOBAL X FDSOTR | GLBL X MLP ETF | 205.17K | SH | $10.89M 2.28% | 0.00 | 0.00 | 205.17K |
SCHWAB STRATEGIC TROTR | US DIVIDEND EQ | 326.31K | SH | $10.35M 2.16% | 0.00 | 0.00 | 326.31K |
WISDOMTREE TROTR | JP SMALLCP DIV | 82.11K | SH | $8.65M 1.81% | 0.00 | 0.00 | 82.11K |
FIDELITY MERRIMACK STR TROTR | TOTAL BD ETF | 175.15K | SH | $8.00M 1.67% | 0.00 | 0.00 | 175.15K |
VANGUARD INTL EQUITY INDEX FOTR | TT WRLD ST ETF | 44.06K | SH | $6.91M 1.45% | 0.00 | 0.00 | 44.06K |
VANGUARD INDEX FDSOTR | SM CP VAL ETF | 26.03K | SH | $6.33M 1.32% | 0.00 | 0.00 | 26.03K |
APPLE INCOTR | COM | 18.74K | SH | $5.42M 1.13% | 0.00 | 0.00 | 18.74K |
ISHARES INCOTR | MSCI GBL ETF NEW | 92.74K | SH | $5.39M 1.13% | 0.00 | 0.00 | 92.74K |
RTX CORPORATIONOTR | COM | 27.68K | SH | $5.25M 1.10% | 0.00 | 0.00 | 27.68K |
TOTALENERGIES SEOTR | ACT | 62.49K | SH | $4.86M 1.02% | 0.00 | 0.00 | 62.49K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 66.21K | SH | $4.72M 0.99% | 0.00 | 0.00 | 66.21K |
ISHARES TROTR | EUROPE ETF | 59.39K | SH | $4.33M 0.91% | 0.00 | 0.00 | 59.39K |