BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 21.12M
Full voting authority
21.12M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL TOP 200 GROWTH ETFSOLE | ETF | 673.69K | SH | $118.04M 8.66% | 673.69K | 0.00 | 0.00 |
SPDR S&P WORLD EX-USSOLE | ETF | 3M | SH | $101.91M 7.47% | 3M | 0.00 | 0.00 |
INVESCO FTSE RAFI US 1000 ETFSOLE | ETF | 2.71M | SH | $95.44M 7.00% | 2.71M | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 183.59K | SH | $87.69M 6.43% | 183.59K | 0.00 | 0.00 |
ISHARES AGGREGATE BOND ETFSOLE | ETF | 817.02K | SH | $81.09M 5.95% | 817.02K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 476.87K | SH | $71.29M 5.23% | 476.87K | 0.00 | 0.00 |
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFSOLE | ETF | 1.21M | SH | $62.32M 4.57% | 1.21M | 0.00 | 0.00 |
BLACKROCK ULTRA SHORT-TERM BOND ETFSOLE | ETF | 1.16M | SH | $58.37M 4.28% | 1.16M | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 748.21K | SH | $52.64M 3.86% | 748.21K | 0.00 | 0.00 |
ISHARES TR RUSSELL MIDCAP INDEX FDSOLE | ETF | 648.38K | SH | $50.40M 3.70% | 648.38K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 1.05M | SH | $42.99M 3.15% | 1.05M | 0.00 | 0.00 |
VANGUARD S&P SMALL-CAP 600 ETFSOLE | ETF | 372.81K | SH | $36.98M 2.71% | 372.81K | 0.00 | 0.00 |
SPDR BARCLAYS CAPITAL SHORT TERM CORP BDSOLE | ETF | 1.15M | SH | $34.28M 2.51% | 1.15M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 461.67K | SH | $33.96M 2.49% | 461.67K | 0.00 | 0.00 |
ISHARES MSCI USA VALUE FACTOR ETFSOLE | ETF | 258.14K | SH | $26.11M 1.91% | 258.14K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 169.32K | SH | $24.91M 1.83% | 169.32K | 0.00 | 0.00 |
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFSOLE | ETF | 899.40K | SH | $24.66M 1.81% | 899.40K | 0.00 | 0.00 |
STRYKER CORPSOLE | Stock | 75.89K | SH | $22.73M 1.67% | 75.89K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 510.97K | SH | $20.55M 1.51% | 510.97K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 322.27K | SH | $18.02M 1.32% | 322.27K | 0.00 | 0.00 |
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFSOLE | ETF | 420.27K | SH | $13.35M 0.98% | 420.27K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 69.07K | SH | $13.30M 0.98% | 69.07K | 0.00 | 0.00 |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 82.34K | SH | $8.93M 0.65% | 82.34K | 0.00 | 0.00 |
VANGUARD MID CAPSOLE | ETF | 33.38K | SH | $7.77M 0.57% | 33.38K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 22.72K | SH | $7.06M 0.52% | 22.72K | 0.00 | 0.00 |