BURLINGTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Full voting authority
1.51M
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 SHORT-TERM TREASURY ETFSOLE | ETF | 93.92K | SH | $5.50M 5.04% | 93.92K | 0.00 | 0.00 |
VANGUARD MEGA CAP VALUE ETFSOLE | ETF | 37.10K | SH | $5.38M 4.93% | 37.10K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 89.53K | SH | $5.33M 4.89% | 89.53K | 0.00 | 0.00 |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 13.38K | SH | $4.92M 4.51% | 13.38K | 0.00 | 0.00 |
VANGUARD MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 86.27K | SH | $4.05M 3.72% | 86.27K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPORTUNITIES ETFSOLE | ETF | 81.31K | SH | $4.05M 3.71% | 81.31K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 153.24K | SH | $3.93M 3.60% | 153.24K | 0.00 | 0.00 |
VANGUARD MEGA CAP ETFSOLE | ETF | 14.93K | SH | $3.53M 3.24% | 14.93K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 15.64K | SH | $3.36M 3.09% | 15.64K | 0.00 | 0.00 |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 34.37K | SH | $2.56M 2.34% | 34.37K | 0.00 | 0.00 |
ISHARES MSCI EAFE GROWTH ETFSOLE | ETF | 21.87K | SH | $2.44M 2.23% | 21.87K | 0.00 | 0.00 |
TIMOTHY PLAN US LARGE/MID CAP CORE ETFSOLE | ETF | 46.19K | SH | $2.15M 1.97% | 46.19K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 26.27K | SH | $2.08M 1.91% | 26.27K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 24K | SH | $1.99M 1.82% | 24K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 6.60K | SH | $1.90M 1.74% | 6.60K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 6.99K | SH | $1.77M 1.63% | 6.99K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 51.83K | SH | $1.70M 1.56% | 51.83K | 0.00 | 0.00 |
JPMORGAN INCOME ETFSOLE | ETF | 36.53K | SH | $1.68M 1.54% | 36.53K | 0.00 | 0.00 |
VANGUARD S&P MID-CAP 400 VALUE ETFSOLE | ETF | 15.12K | SH | $1.54M 1.41% | 15.12K | 0.00 | 0.00 |
INSPIRE CORPORATE BOND ETFSOLE | ETF | 61.59K | SH | $1.47M 1.35% | 61.59K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 29.38K | SH | $1.47M 1.34% | 29.38K | 0.00 | 0.00 |
ONEASCENT INTERNATIONAL EQUITY ETFSOLE | ETF | 33.58K | SH | $1.45M 1.33% | 33.58K | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 11.09K | SH | $1.42M 1.30% | 11.09K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 25.77K | SH | $1.39M 1.28% | 25.77K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 8.65K | SH | $1.28M 1.18% | 8.65K | 0.00 | 0.00 |