GREENFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
92.3%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 365.75K | SH | $28.68M 18.34% | 0.00 | 0.00 | 365.75K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 361.60K | SH | $27.91M 17.85% | 0.00 | 0.00 | 361.60K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 105.08K | SH | $20.62M 13.18% | 0.00 | 0.00 | 105.08K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 28.84K | SH | $18.76M 12.00% | 0.00 | 0.00 | 28.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 300.71K | SH | $17.60M 11.26% | 0.00 | 0.00 | 300.71K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 182.41K | SH | $13.70M 8.76% | 0.00 | 0.00 | 182.41K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 44.09K | SH | $6.39M 4.09% | 0.00 | 0.00 | 44.09K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.78K | SH | $3.83M 2.45% | 0.00 | 0.00 | 8.78K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.54K | SH | $3.55M 2.27% | 0.00 | 0.00 | 13.54K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.21K | SH | $3.28M 2.10% | 0.00 | 0.00 | 10.21K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 6.09K | SH | $1.75M 1.12% | 0.00 | 0.00 | 6.09K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 23.88K | SH | $1.53M 0.98% | 0.00 | 0.00 | 23.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.34K | SH | $1.40M 0.89% | 0.00 | 0.00 | 2.34K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 17.19K | SH | $857.7K 0.55% | 0.00 | 0.00 | 17.19K |
ISHARES TRSOLE | MSCI EAFE ETF | 8.51K | SH | $826.6K 0.53% | 0.00 | 0.00 | 8.51K |
MICROSOFT CORPSOLE | COM | 1.51K | SH | $560.4K 0.36% | 0.00 | 0.00 | 1.51K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 1.12K | SH | $516.9K 0.33% | 0.00 | 0.00 | 1.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 771.00 | SH | $503.4K 0.32% | 0.00 | 0.00 | 771.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.73K | SH | $495.2K 0.32% | 0.00 | 0.00 | 1.73K |
EATON VANCE ENHANCED EQUITYSOLE | COM | 22.34K | SH | $457.0K 0.29% | 0.00 | 0.00 | 22.34K |
VANGUARD NY TAX FREE FDSSOLE | TAX EXEMPT BD | 4.36K | SH | $446.4K 0.29% | 0.00 | 0.00 | 4.36K |
ISHARES TRSOLE | NEW YORK MUN ETF | 7.54K | SH | $400.6K 0.26% | 0.00 | 0.00 | 7.54K |
COLUMBIA SELIGM PREM TECH GRSOLE | COM | 10.19K | SH | $386.5K 0.25% | 0.00 | 0.00 | 10.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.72K | SH | $370.5K 0.24% | 0.00 | 0.00 | 1.72K |
CALAMOS STRATEGIC TOTAL RETUSOLE | COM SH BEN INT | 17.90K | SH | $306.4K 0.20% | 0.00 | 0.00 | 17.90K |