BEDFORD, NH
Allocation by class
Portfolio Concentration
Top 3 weight
17.5%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 2.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDDFND | MEGA GRWTH IND | 69.53K | SH | $22.39M 8.01% | 0.00 | 0.00 | 69.53K |
VANGUARD WORLD FDDFND | MEGA CAP VAL ETF | 130.53K | SH | $16.74M 5.99% | 0.00 | 0.00 | 130.53K |
APPLE INCDFND | COM | 41.74K | SH | $9.73M 3.48% | 0.00 | 0.00 | 41.74K |
MICROSOFT CORPDFND | COM | 22.56K | SH | $9.71M 3.47% | 0.00 | 0.00 | 22.56K |
ISHARES TRDFND | US TREAS BD ETF | 368.82K | SH | $8.65M 3.10% | 0.00 | 0.00 | 368.82K |
VANGUARD INDEX FDSDFND | MCAP VL IDXVIP | 47.16K | SH | $7.91M 2.83% | 0.00 | 0.00 | 47.16K |
VANGUARD INDEX FDSDFND | SM CP VAL ETF | 36.19K | SH | $7.27M 2.60% | 0.00 | 0.00 | 36.19K |
NVIDIA CORPORATIONDFND | COM | 58.90K | SH | $7.15M 2.56% | 0.00 | 0.00 | 58.90K |
VANGUARD INDEX FDSDFND | MCAP GR IDXVIP | 28.07K | SH | $6.83M 2.45% | 0.00 | 0.00 | 28.07K |
VANGUARD SCOTTSDALE FDSDFND | MTG-BKD SECS ETF | 137.78K | SH | $6.50M 2.33% | 0.00 | 0.00 | 137.78K |
ISHARES TRDFND | USD INV GRDE ETF | 101.13K | SH | $5.32M 1.90% | 0.00 | 0.00 | 101.13K |
ALPHABET INCDFND | CAP STK CL A | 29.71K | SH | $4.93M 1.76% | 0.00 | 0.00 | 29.71K |
VANGUARD INDEX FDSDFND | SML CP GRW ETF | 14.67K | SH | $3.92M 1.40% | 0.00 | 0.00 | 14.67K |
AMAZON COM INCDFND | COM | 20.59K | SH | $3.84M 1.37% | 0.00 | 0.00 | 20.59K |
VANGUARD INDEX FDSDFND | VALUE ETF | 21.57K | SH | $3.77M 1.35% | 0.00 | 0.00 | 21.57K |
ISHARES TRDFND | IBOXX INV CP ETF | 30.98K | SH | $3.50M 1.25% | 0.00 | 0.00 | 30.98K |
JPMORGAN CHASE & CO.DFND | COM | 15.32K | SH | $3.23M 1.16% | 0.00 | 0.00 | 15.32K |
ISHARES TRDFND | MSCI USA MMENTM | 15.44K | SH | $3.13M 1.12% | 0.00 | 0.00 | 15.44K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 7.42K | SH | $2.85M 1.02% | 0.00 | 0.00 | 7.42K |
HOME DEPOT INCDFND | COM | 6.70K | SH | $2.71M 0.97% | 0.00 | 0.00 | 6.70K |
ISHARES TRDFND | MSCI USA MIN VOL | 27.77K | SH | $2.54M 0.91% | 0.00 | 0.00 | 27.77K |
BROADCOM INCDFND | COM | 13.23K | SH | $2.28M 0.82% | 0.00 | 0.00 | 13.23K |
UNITEDHEALTH GROUP INCDFND | COM | 3.85K | SH | $2.25M 0.81% | 0.00 | 0.00 | 3.85K |
PROCTER AND GAMBLE CODFND | COM | 12.66K | SH | $2.19M 0.78% | 0.00 | 0.00 | 12.66K |
WALMART INCDFND | COM | 25.66K | SH | $2.07M 0.74% | 0.00 | 0.00 | 25.66K |