HANOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
51.6%
Top 10 weight
80.4%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 180.97K | SH | $67.73M 27.63% | 0.00 | 0.00 | 180.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 50.96K | SH | $37.70M 15.38% | 0.00 | 0.00 | 50.96K |
ISHARES TRSOLE | CORE S&P MCP ETF | 293.76K | SH | $21.14M 8.62% | 0.00 | 0.00 | 293.76K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 210.72K | SH | $19.06M 7.78% | 0.00 | 0.00 | 210.72K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 163.04K | SH | $13.54M 5.52% | 0.00 | 0.00 | 163.04K |
APPLE INCSOLE | COM | 31.42K | SH | $10.46M 4.27% | 0.00 | 0.00 | 31.42K |
ISHARES TRSOLE | CORE S&P SCP ETF | 67.40K | SH | $9.17M 3.74% | 0.00 | 0.00 | 67.40K |
ISHARES TRSOLE | FUTU AI TECH ETF | 97.09K | SH | $7.60M 3.10% | 0.00 | 0.00 | 97.09K |
NVIDIA CORPORATIONSOLE | COM | 27.67K | SH | $6.32M 2.58% | 0.00 | 0.00 | 27.67K |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 61.33K | SH | $4.30M 1.76% | 0.00 | 0.00 | 61.33K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 18.33K | SH | $3.81M 1.56% | 0.00 | 0.00 | 18.33K |
AMAZON COM INCSOLE | COM | 13.74K | SH | $3.42M 1.40% | 0.00 | 0.00 | 13.74K |
ALPHABET INCSOLE | CAP STK CL C | 6.84K | SH | $2.33M 0.95% | 0.00 | 0.00 | 6.84K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ 100 EX | 22.07K | SH | $2.11M 0.86% | 0.00 | 0.00 | 22.07K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 8.06K | SH | $1.87M 0.76% | 0.00 | 0.00 | 8.06K |
MICROSOFT CORPSOLE | COM | 3.05K | SH | $1.56M 0.64% | 0.00 | 0.00 | 3.05K |
PHILIP MORRIS INTL INCSOLE | COM | 7.49K | SH | $1.43M 0.58% | 0.00 | 0.00 | 7.49K |
TESLA INCSOLE | COM | 3.77K | SH | $1.34M 0.55% | 0.00 | 0.00 | 3.77K |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.06K | SH | $1.26M 0.51% | 0.00 | 0.00 | 2.06K |
SPDR GOLD TRSOLE | GOLD SHS | 2.78K | SH | $1.06M 0.43% | 0.00 | 0.00 | 2.78K |
VERTIV HOLDINGS COSOLE | COM CL A | 4.08K | SH | $983.2K 0.40% | 0.00 | 0.00 | 4.08K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.24K | SH | $950.4K 0.39% | 0.00 | 0.00 | 1.24K |
BROADCOM INCSOLE | COM | 2.63K | SH | $923.7K 0.38% | 0.00 | 0.00 | 2.63K |
META PLATFORMS INCSOLE | CL A | 1.11K | SH | $807.4K 0.33% | 0.00 | 0.00 | 1.11K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 17.16K | SH | $805.0K 0.33% | 0.00 | 0.00 | 17.16K |