SALEM, NH
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Full voting authority
1.84M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 14.97K | SH | $9.78M 8.13% | 14.97K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 149.22K | SH | $6.89M 5.73% | 149.22K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 96.56K | SH | $6.74M 5.60% | 96.56K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 123.36K | SH | $5.63M 4.68% | 123.36K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.24K | SH | $5.54M 4.60% | 26.24K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 44.17K | SH | $5.00M 4.15% | 44.17K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 83.39K | SH | $4.85M 4.03% | 83.39K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 64.53K | SH | $4.80M 3.99% | 64.53K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 21.40K | SH | $4.10M 3.41% | 21.40K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 22.38K | SH | $3.17M 2.63% | 22.38K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US CARBO | 44.41K | SH | $3.11M 2.59% | 44.41K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 134.47K | SH | $3.08M 2.56% | 134.47K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 24.66K | SH | $2.48M 2.06% | 24.66K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 22.18K | SH | $2.47M 2.05% | 22.18K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 21.56K | SH | $2.42M 2.01% | 21.56K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 26.85K | SH | $2.37M 1.97% | 26.85K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE USD ETF | 99.96K | SH | $2.31M 1.92% | 99.96K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 63.79K | SH | $2.10M 1.75% | 63.79K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 8.56K | SH | $2.05M 1.71% | 8.56K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 42.47K | SH | $2.02M 1.68% | 42.47K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 55.71K | SH | $2.02M 1.68% | 55.71K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD 400 | 15.47K | SH | $1.88M 1.56% | 15.47K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 19.04K | SH | $1.81M 1.50% | 19.04K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI USA ETF | 32.52K | SH | $1.80M 1.49% | 32.52K | 0.00 | 0.00 |
ISHARES INCSOLE | ESG AWR MSCI EM | 39.19K | SH | $1.78M 1.48% | 39.19K | 0.00 | 0.00 |