OLD LYME, CT
Allocation by class
Portfolio Concentration
Top 3 weight
37.7%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 76.19K | SH | $33.40M 14.84% | 0.00 | 0.00 | 76.19K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 348.75K | SH | $25.68M 11.41% | 0.00 | 0.00 | 348.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.17K | SH | $25.66M 11.40% | 0.00 | 0.00 | 45.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 128.38K | SH | $17.11M 7.61% | 0.00 | 0.00 | 128.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 92.97K | SH | $16.43M 7.30% | 0.00 | 0.00 | 92.97K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 135.38K | SH | $9.10M 4.04% | 0.00 | 0.00 | 135.38K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 33.73K | SH | $7.99M 3.55% | 0.00 | 0.00 | 33.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 32.16K | SH | $6.58M 2.93% | 0.00 | 0.00 | 32.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 9.00 | SH | $6.56M 2.91% | 0.00 | 0.00 | 9.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 21.05K | SH | $5.89M 2.62% | 0.00 | 0.00 | 21.05K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 221.41K | SH | $5.87M 2.61% | 0.00 | 0.00 | 221.41K |
ISHARES TRSOLE | MORNINGSTR US EQ | 64.54K | SH | $5.54M 2.46% | 0.00 | 0.00 | 64.54K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 197.13K | SH | $4.70M 2.09% | 0.00 | 0.00 | 197.13K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 91.35K | SH | $4.48M 1.99% | 0.00 | 0.00 | 91.35K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 55.40K | SH | $4.41M 1.96% | 0.00 | 0.00 | 55.40K |
ISHARES TRSOLE | CORE US AGGBD ET | 37.93K | SH | $3.76M 1.67% | 0.00 | 0.00 | 37.93K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 28.87K | SH | $2.90M 1.29% | 0.00 | 0.00 | 28.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 45.46K | SH | $2.59M 1.15% | 0.00 | 0.00 | 45.46K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 30.76K | SH | $2.45M 1.09% | 0.00 | 0.00 | 30.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 45.85K | SH | $2.27M 1.01% | 0.00 | 0.00 | 45.85K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 25.45K | SH | $2.00M 0.89% | 0.00 | 0.00 | 25.45K |
DEERE & COSOLE | COM | 3.10K | SH | $1.58M 0.70% | 0.00 | 0.00 | 3.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 41.24K | SH | $1.48M 0.66% | 0.00 | 0.00 | 41.24K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 52.06K | SH | $1.46M 0.65% | 0.00 | 0.00 | 52.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 24.84K | SH | $1.46M 0.65% | 0.00 | 0.00 | 24.84K |