HANOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
52.0%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 169.68K | SH | $54.44M 28.13% | 0.00 | 0.00 | 169.68K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 47.98K | SH | $27.69M 14.31% | 0.00 | 0.00 | 47.98K |
ISHARES TRSOLE | CORE S&P MCP ETF | 273.80K | SH | $18.49M 9.55% | 0.00 | 0.00 | 273.80K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 195.85K | SH | $15.79M 8.16% | 0.00 | 0.00 | 195.85K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 146.20K | SH | $10.37M 5.36% | 0.00 | 0.00 | 146.20K |
APPLE INCSOLE | COM | 31.18K | SH | $7.91M 4.09% | 0.00 | 0.00 | 31.18K |
ISHARES TRSOLE | CORE S&P SCP ETF | 63.12K | SH | $7.85M 4.05% | 0.00 | 0.00 | 63.12K |
NVIDIA CORPORATIONSOLE | COM | 25.70K | SH | $4.48M 2.32% | 0.00 | 0.00 | 25.70K |
ISHARES TRSOLE | FUTURE AI & TECH | 96.12K | SH | $4.47M 2.31% | 0.00 | 0.00 | 96.12K |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 54.40K | SH | $4.35M 2.25% | 0.00 | 0.00 | 54.40K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 17.67K | SH | $3.39M 1.75% | 0.00 | 0.00 | 17.67K |
AMAZON COM INCSOLE | COM | 13.57K | SH | $2.83M 1.46% | 0.00 | 0.00 | 13.57K |
ALPHABET INCSOLE | CAP STK CL C | 8.44K | SH | $2.42M 1.25% | 0.00 | 0.00 | 8.44K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ 100 EX | 22.49K | SH | $2.20M 1.13% | 0.00 | 0.00 | 22.49K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 7.38K | SH | $1.52M 0.78% | 0.00 | 0.00 | 7.38K |
TESLA INCSOLE | COM | 3.70K | SH | $1.38M 0.71% | 0.00 | 0.00 | 3.70K |
SPDR GOLD TRSOLE | GOLD SHS | 2.77K | SH | $1.19M 0.62% | 0.00 | 0.00 | 2.77K |
MICROSOFT CORPSOLE | COM | 2.90K | SH | $1.07M 0.55% | 0.00 | 0.00 | 2.90K |
VERTIV HOLDINGS COSOLE | COM CL A | 3.83K | SH | $959.3K 0.50% | 0.00 | 0.00 | 3.83K |
EXXON MOBIL CORPSOLE | COM | 5.38K | SH | $912.1K 0.47% | 0.00 | 0.00 | 5.38K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 18.52K | SH | $870.8K 0.45% | 0.00 | 0.00 | 18.52K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 17.14K | SH | $854.0K 0.44% | 0.00 | 0.00 | 17.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.24K | SH | $810.4K 0.42% | 0.00 | 0.00 | 1.24K |
BROADCOM INCSOLE | COM | 2.37K | SH | $733.6K 0.38% | 0.00 | 0.00 | 2.37K |
ISHARES TRSOLE | MSCI USA MIN VOL | 7.15K | SH | $663.2K 0.34% | 0.00 | 0.00 | 7.15K |