PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
13.2%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 5.57M
Full voting authority
5.57M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 88.91K | SH | $31.77M 4.85% | 88.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 74.29K | SH | $27.71M 4.23% | 74.29K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTI HIGH YI ETF | 537.37K | SH | $27.12M 4.14% | 537.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.19K | SH | $25.23M 3.85% | 87.19K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | SMALL MID CAP | 522.65K | SH | $22.92M 3.50% | 522.65K | 0.00 | 0.00 |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERNATINL ETF | 663.45K | SH | $21.55M 3.29% | 663.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 89.64K | SH | $21.36M 3.26% | 89.64K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 150.81K | SH | $19.85M 3.03% | 150.81K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 57.17K | SH | $19.50M 2.97% | 57.17K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 14.38K | SH | $17.25M 2.63% | 14.38K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 25.66K | SH | $16.44M 2.51% | 25.66K | 0.00 | 0.00 |
BOEING COSOLE | COM | 71.56K | SH | $15.49M 2.36% | 71.56K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 200.22K | SH | $15.24M 2.32% | 200.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.18K | SH | $13.67M 2.08% | 36.18K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 119.41K | SH | $12.79M 1.95% | 119.41K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 37.83K | SH | $12.66M 1.93% | 37.83K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 79.78K | SH | $11.98M 1.83% | 79.78K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 127.14K | SH | $11.65M 1.78% | 127.14K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 9.87K | SH | $11.60M 1.77% | 9.87K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 72.63K | SH | $11.52M 1.76% | 72.63K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 71.49K | SH | $10.83M 1.65% | 71.49K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 209.53K | SH | $9.57M 1.46% | 209.53K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 41.65K | SH | $9.39M 1.43% | 41.65K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 111.83K | SH | $9.24M 1.41% | 111.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 46.15K | SH | $9.23M 1.41% | 46.15K | 0.00 | 0.00 |