WINDHAM, NH
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PIMCO ETF TRSOLE | ACTIVE BD ETF | 84.78K | SH | $7.89M 8.74% | 0.00 | 0.00 | 84.78K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 46.96K | SH | $4.91M 5.44% | 0.00 | 0.00 | 46.96K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 31.21K | SH | $4.84M 5.37% | 0.00 | 0.00 | 31.21K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 176.83K | SH | $4.70M 5.21% | 0.00 | 0.00 | 176.83K |
ISHARES TRSOLE | CORE MSCI TOTAL | 49.49K | SH | $4.66M 5.17% | 0.00 | 0.00 | 49.49K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 30.60K | SH | $4.62M 5.12% | 0.00 | 0.00 | 30.60K |
WISDOMTREE TRSOLE | INTL QULTY DIV | 105.44K | SH | $4.60M 5.10% | 0.00 | 0.00 | 105.44K |
ISHARES INCSOLE | MSCI EMRG CHN | 47.55K | SH | $4.26M 4.72% | 0.00 | 0.00 | 47.55K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 100.65K | SH | $4.25M 4.71% | 0.00 | 0.00 | 100.65K |
ISHARES TRSOLE | A RATE CP BD ETF | 81.27K | SH | $3.90M 4.32% | 0.00 | 0.00 | 81.27K |
WISDOMTREE TRSOLE | US HIGH DIVIDEND | 26.24K | SH | $2.91M 3.22% | 0.00 | 0.00 | 26.24K |
ISHARES GOLD TRSOLE | ISHARES NEW | 28.21K | SH | $2.58M 2.86% | 0.00 | 0.00 | 28.21K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 32.95K | SH | $2.46M 2.72% | 0.00 | 0.00 | 32.95K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 30.16K | SH | $2.25M 2.49% | 0.00 | 0.00 | 30.16K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 14.84K | SH | $1.95M 2.16% | 0.00 | 0.00 | 14.84K |
ISHARES TRSOLE | US TREAS BD ETF | 78.28K | SH | $1.80M 1.99% | 0.00 | 0.00 | 78.28K |
SSGA ACTIVE TRSOLE | SST BRIDGEWATER | 55.49K | SH | $1.66M 1.85% | 0.00 | 0.00 | 55.49K |
APPLE INCSOLE | COM | 6.07K | SH | $1.64M 1.82% | 0.00 | 0.00 | 6.07K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.16K | SH | $1.53M 1.70% | 0.00 | 0.00 | 2.16K |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 36.16K | SH | $1.24M 1.37% | 0.00 | 0.00 | 36.16K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 31.16K | SH | $1.17M 1.30% | 0.00 | 0.00 | 31.16K |
NVIDIA CORPORATIONSOLE | COM | 5.48K | SH | $1.11M 1.23% | 0.00 | 0.00 | 5.48K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 6.67K | SH | $918.7K 1.02% | 0.00 | 0.00 | 6.67K |
MORGAN STANLEYSOLE | COM NEW | 4.75K | SH | $897.6K 0.99% | 0.00 | 0.00 | 4.75K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 21.71K | SH | $886.0K 0.98% | 0.00 | 0.00 | 21.71K |