WESTWOOD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
47.6%
Top 10 weight
80.1%
Voting Authority Distribution
Total shares with voting rights: 1.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 91.05K | SH | $31.34M 19.36% | 0.00 | 0.00 | 91.05K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 55.12K | SH | $28.83M 17.82% | 0.00 | 0.00 | 55.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 218.17K | SH | $16.87M 10.42% | 0.00 | 0.00 | 218.17K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 57.27K | SH | $14.93M 9.23% | 0.00 | 0.00 | 57.27K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 71K | SH | $7.44M 4.59% | 0.00 | 0.00 | 71K |
ISHARES TRSOLE | NATIONAL MUN ETF | 68.67K | SH | $7.39M 4.57% | 0.00 | 0.00 | 68.67K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 88.12K | SH | $6.64M 4.11% | 0.00 | 0.00 | 88.12K |
ISHARES TRSOLE | EAFE VALUE ETF | 109.67K | SH | $5.97M 3.69% | 0.00 | 0.00 | 109.67K |
ISHARES TRSOLE | CORE US AGGBD ET | 56.72K | SH | $5.55M 3.43% | 0.00 | 0.00 | 56.72K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 24.10K | SH | $4.63M 2.86% | 0.00 | 0.00 | 24.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.02K | SH | $3.17M 1.96% | 0.00 | 0.00 | 6.02K |
ISHARES TRSOLE | CORE INTL AGGR | 61.25K | SH | $3.06M 1.89% | 0.00 | 0.00 | 61.25K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 23.61K | SH | $1.90M 1.17% | 0.00 | 0.00 | 23.61K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 20.37K | SH | $1.60M 0.99% | 0.00 | 0.00 | 20.37K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 24.39K | SH | $1.52M 0.94% | 0.00 | 0.00 | 24.39K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 15.27K | SH | $1.29M 0.80% | 0.00 | 0.00 | 15.27K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 13.78K | SH | $1.19M 0.74% | 0.00 | 0.00 | 13.78K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 15.11K | SH | $1.10M 0.68% | 0.00 | 0.00 | 15.11K |
ISHARES TRSOLE | EAFE SML CP ETF | 14.54K | SH | $921.2K 0.57% | 0.00 | 0.00 | 14.54K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 16.71K | SH | $909.7K 0.56% | 0.00 | 0.00 | 16.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.74K | SH | $854.3K 0.53% | 0.00 | 0.00 | 3.74K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 23.27K | SH | $850.5K 0.53% | 0.00 | 0.00 | 23.27K |
ISHARES TRSOLE | CORE S&P TTL STK | 5.83K | SH | $672.7K 0.42% | 0.00 | 0.00 | 5.83K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 21.82K | SH | $659.3K 0.41% | 0.00 | 0.00 | 21.82K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 7.97K | SH | $651.7K 0.40% | 0.00 | 0.00 | 7.97K |