WORCESTER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
51.2%
Voting Authority Distribution
Total shares with voting rights: 4.34M
Full voting authority
4.34M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 473.63K | SH | $34.88M 9.20% | 473.63K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 329.75K | SH | $25.94M 6.84% | 329.75K | 0.00 | 0.00 |
ISHARES MSCI INTL QUALITY FACTOR ETFSOLE | ETF | 534.02K | SH | $24.69M 6.51% | 534.02K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 113.81K | SH | $24.48M 6.46% | 113.81K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 47.01K | SH | $20.23M 5.34% | 47.01K | 0.00 | 0.00 |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFSOLE | ETF | 249.73K | SH | $15.96M 4.21% | 249.73K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 47.58K | SH | $15.26M 4.03% | 47.58K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY GARP ETFSOLE | ETF | 190.06K | SH | $12.16M 3.21% | 190.06K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 19.64K | SH | $11.34M 2.99% | 19.64K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 136.07K | SH | $9.19M 2.42% | 136.07K | 0.00 | 0.00 |
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETFSOLE | ETF | 152.22K | SH | $8.45M 2.23% | 152.22K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 92.36K | SH | $6.48M 1.71% | 92.36K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 23.46K | SH | $6.14M 1.62% | 23.46K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 51.79K | SH | $5.72M 1.51% | 51.79K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETFSOLE | ETF | 51.15K | SH | $5.09M 1.34% | 51.14K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 29.07K | SH | $5.07M 1.34% | 29.06K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 19.04K | SH | $4.83M 1.27% | 19.04K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 153.01K | SH | $3.92M 1.03% | 153.01K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 17.31K | SH | $3.60M 0.95% | 17.31K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 9.53K | SH | $3.53M 0.93% | 9.53K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 54.83K | SH | $3.51M 0.93% | 54.83K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 3.72K | SH | $3.42M 0.90% | 3.72K | 0.00 | 0.00 |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 35.09K | SH | $3.25M 0.86% | 35.09K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 22.63K | SH | $3.22M 0.85% | 22.63K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 41.99K | SH | $3.01M 0.79% | 41.99K | 0.00 | 0.00 |