WINCHESTER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
48.9%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 8.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 667.33K | SH | $247.19M 35.86% | 0.00 | 0.00 | 667.33K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 946.14K | SH | $47.22M 6.85% | 0.00 | 0.00 | 946.14K |
ISHARES TRSOLE | CORE INTL AGGR | 849.27K | SH | $42.64M 6.19% | 0.00 | 0.00 | 849.27K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MR | 554.01K | SH | $40.50M 5.88% | 0.00 | 0.00 | 554.01K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 421.19K | SH | $32.38M 4.70% | 0.00 | 0.00 | 421.19K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 339.71K | SH | $30.88M 4.48% | 0.00 | 0.00 | 339.71K |
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 895.18K | SH | $25.89M 3.76% | 0.00 | 0.00 | 895.18K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 272.89K | SH | $24.94M 3.62% | 0.00 | 0.00 | 272.89K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 296.97K | SH | $24.63M 3.57% | 0.00 | 0.00 | 296.97K |
ISHARES TRSOLE | NATIONAL MUN ETF | 225.73K | SH | $24.20M 3.51% | 0.00 | 0.00 | 225.73K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 382.83K | SH | $22.75M 3.30% | 0.00 | 0.00 | 382.83K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 376.83K | SH | $21.81M 3.16% | 0.00 | 0.00 | 376.83K |
ISHARES TRSOLE | GLOBAL REIT ETF | 679.94K | SH | $18.80M 2.73% | 0.00 | 0.00 | 679.94K |
NVIDIA CORPORATIONSOLE | COM | 81.13K | SH | $15.90M 2.31% | 0.00 | 0.00 | 81.13K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 79.95K | SH | $10.61M 1.54% | 0.00 | 0.00 | 79.95K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 36.41K | SH | $8.97M 1.30% | 0.00 | 0.00 | 36.41K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 44.09K | SH | $6.81M 0.99% | 0.00 | 0.00 | 44.09K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 109.87K | SH | $5.54M 0.80% | 0.00 | 0.00 | 109.87K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 72.83K | SH | $3.75M 0.54% | 0.00 | 0.00 | 72.83K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 42.75K | SH | $3.49M 0.51% | 0.00 | 0.00 | 42.75K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 149.96K | SH | $3.30M 0.48% | 0.00 | 0.00 | 149.96K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 61.99K | SH | $3.07M 0.45% | 0.00 | 0.00 | 61.99K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 102.41K | SH | $3.06M 0.44% | 0.00 | 0.00 | 102.41K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 42.39K | SH | $2.37M 0.34% | 0.00 | 0.00 | 42.39K |
SPDR SERIES TRUSTSOLE | ST NUVE TERM ETF | 42.43K | SH | $2.03M 0.29% | 0.00 | 0.00 | 42.43K |