CONCORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 11.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 1.08M | SH | $45.85M 5.60% | 0.00 | 0.00 | 1.08M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 114.10K | SH | $36.61M 4.47% | 0.00 | 0.00 | 114.10K |
APPLE INCSOLE | COM | 88.66K | SH | $22.50M 2.75% | 0.00 | 0.00 | 88.66K |
NVIDIA CORPORATIONSOLE | COM | 108.42K | SH | $18.91M 2.31% | 0.00 | 0.00 | 108.42K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 30.51K | SH | $18.23M 2.23% | 0.00 | 0.00 | 30.51K |
AMAZON COM INCSOLE | COM | 87.31K | SH | $18.18M 2.22% | 0.00 | 0.00 | 87.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 26.27K | SH | $17.16M 2.10% | 0.00 | 0.00 | 26.27K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 374.19K | SH | $17.07M 2.09% | 0.00 | 0.00 | 374.19K |
SPDR GOLD TRSOLE | GOLD SHS | 35.38K | SH | $15.22M 1.86% | 0.00 | 0.00 | 35.38K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 33.37K | SH | $14.57M 1.78% | 0.00 | 0.00 | 33.37K |
MICROSOFT CORPSOLE | COM | 34.27K | SH | $12.69M 1.55% | 0.00 | 0.00 | 34.27K |
DNP SELECT INCOME FD INCSOLE | COM | 1.23M | SH | $12.68M 1.55% | 0.00 | 0.00 | 1.23M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.23K | SH | $12.57M 1.54% | 0.00 | 0.00 | 26.23K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 282.99K | SH | $11.37M 1.39% | 0.00 | 0.00 | 282.99K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 46.71K | SH | $10.05M 1.23% | 0.00 | 0.00 | 46.71K |
EXXON MOBIL CORPSOLE | COM | 59.02K | SH | $10.01M 1.22% | 0.00 | 0.00 | 59.02K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 174.69K | SH | $9.90M 1.21% | 0.00 | 0.00 | 174.69K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.17K | SH | $9.87M 1.21% | 0.00 | 0.00 | 15.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 121.70K | SH | $9.65M 1.18% | 0.00 | 0.00 | 121.70K |
ALPHABET INCSOLE | CAP STK CL A | 30.15K | SH | $8.67M 1.06% | 0.00 | 0.00 | 30.15K |
BROADCOM INCSOLE | COM | 24.50K | SH | $7.58M 0.93% | 0.00 | 0.00 | 24.50K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 34.09K | SH | $6.54M 0.80% | 0.00 | 0.00 | 34.09K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 16.57K | SH | $6.35M 0.78% | 0.00 | 0.00 | 16.57K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 43K | SH | $6.29M 0.77% | 0.00 | 0.00 | 43K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 126.67K | SH | $5.96M 0.73% | 0.00 | 0.00 | 126.67K |