CONCORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
13.4%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 11.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 1.10M | SH | $54.25M 6.01% | 0.00 | 0.00 | 1.10M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 114.79K | SH | $42.48M 4.71% | 0.00 | 0.00 | 114.79K |
APPLE INCSOLE | COM | 84.99K | SH | $24.59M 2.72% | 0.00 | 0.00 | 84.99K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 509K | SH | $23.15M 2.56% | 0.00 | 0.00 | 509K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 33.13K | SH | $22.76M 2.52% | 0.00 | 0.00 | 33.13K |
NVIDIA CORPORATIONSOLE | COM | 111.82K | SH | $22.37M 2.48% | 0.00 | 0.00 | 111.82K |
AMAZON COM INCSOLE | COM | 86.41K | SH | $20.60M 2.28% | 0.00 | 0.00 | 86.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 26.47K | SH | $19.82M 2.20% | 0.00 | 0.00 | 26.47K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 196.22K | SH | $16.90M 1.87% | 0.00 | 0.00 | 196.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.13K | SH | $13.57M 1.50% | 0.00 | 0.00 | 27.13K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 286.35K | SH | $13.52M 1.50% | 0.00 | 0.00 | 286.35K |
SPDR GOLD TRSOLE | GOLD SHS | 34.64K | SH | $12.76M 1.41% | 0.00 | 0.00 | 34.64K |
MICROSOFT CORPSOLE | COM | 33.78K | SH | $12.60M 1.40% | 0.00 | 0.00 | 33.78K |
DNP SELECT INCOME FD INCSOLE | COM | 1.12M | SH | $12.06M 1.34% | 0.00 | 0.00 | 1.12M |
MARVELL TECHNOLOGY INCSOLE | COM | 40.39K | SH | $12.03M 1.33% | 0.00 | 0.00 | 40.39K |
ALPHABET INCSOLE | CAP STK CL A | 32.34K | SH | $11.56M 1.28% | 0.00 | 0.00 | 32.34K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.86K | SH | $11.09M 1.23% | 0.00 | 0.00 | 14.86K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 16.80K | SH | $11.02M 1.22% | 0.00 | 0.00 | 16.80K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 130.05K | SH | $10.28M 1.14% | 0.00 | 0.00 | 130.05K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.19K | SH | $10.22M 1.13% | 0.00 | 0.00 | 43.19K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 110.47K | SH | $9.44M 1.05% | 0.00 | 0.00 | 110.47K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 156.48K | SH | $8.84M 0.98% | 0.00 | 0.00 | 156.48K |
BROADCOM INCSOLE | COM | 21.96K | SH | $8.30M 0.92% | 0.00 | 0.00 | 21.96K |
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 395.05K | SH | $8.24M 0.91% | 0.00 | 0.00 | 395.05K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 41.26K | SH | $7.91M 0.88% | 0.00 | 0.00 | 41.26K |