MANCHESTER, NH
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 7.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares Core S&p Total U S Stock Market EtfSOLE | ETF | 328.10K | SH | $46.73M 10.24% | 0.00 | 0.00 | 328.10K |
State Street Spdr Port S&p 500 EtfSOLE | ETF | 448.18K | SH | $34.30M 7.52% | 0.00 | 0.00 | 448.18K |
Ishares Core S&p 500 EtfSOLE | ETF | 39.02K | SH | $25.49M 5.59% | 0.00 | 0.00 | 39.02K |
Ishares U S Equity Factor Rotation Active EtfSOLE | ETF | 333.09K | SH | $19.38M 4.25% | 0.00 | 0.00 | 333.09K |
Jpmorgan Active Bond EtfSOLE | ETF | 297.82K | SH | $16.01M 3.51% | 0.00 | 0.00 | 297.82K |
State Street Multi Asset Real Return EtfSOLE | ETF | 381.53K | SH | $13.79M 3.02% | 0.00 | 0.00 | 381.53K |
State Street Spdr Portfolio Intermediate Term Treasury EtfSOLE | ETF | 444.23K | SH | $12.69M 2.78% | 0.00 | 0.00 | 444.23K |
Jpmorgan Betabuilders Japan EtfSOLE | ETF | 182.21K | SH | $12.56M 2.75% | 0.00 | 0.00 | 182.21K |
John Hancock Multifactor Mid Cap EtfSOLE | ETF | 185.10K | SH | $12.42M 2.72% | 0.00 | 0.00 | 185.10K |
John Hancock Preferred Income EtfSOLE | ETF | 539.55K | SH | $12.18M 2.67% | 0.00 | 0.00 | 539.55K |
Ishares Core Msci Total Intl Stock EtfSOLE | ETF | 129.03K | SH | $11.18M 2.45% | 0.00 | 0.00 | 129.03K |
Jpmorgan Nasdaq Equity Premium Income EtfSOLE | ETF | 192.59K | SH | $10.59M 2.32% | 0.00 | 0.00 | 192.59K |
Dimensional World Ex U S Core Equity 2 EtfSOLE | ETF | 309.64K | SH | $10.52M 2.31% | 0.00 | 0.00 | 309.64K |
Invesco Qqq EtfSOLE | ETF | 18.07K | SH | $10.43M 2.29% | 0.00 | 0.00 | 18.07K |
Ishares Flexible Income Active EtfSOLE | ETF | 179.03K | SH | $9.30M 2.04% | 0.00 | 0.00 | 179.03K |
Goldman Sachs Access Treasury 0-1yr EtfSOLE | ETF | 92.61K | SH | $9.28M 2.03% | 0.00 | 0.00 | 92.61K |
Eaton Vance Floating Rate EtfSOLE | ETF | 179.58K | SH | $8.65M 1.90% | 0.00 | 0.00 | 179.58K |
Eaton Vance Total Return Return Bond EtfSOLE | ETF | 137.12K | SH | $6.96M 1.53% | 0.00 | 0.00 | 137.12K |
Janus Henderson Aaa Clo EtfSOLE | ETF | 125.93K | SH | $6.34M 1.39% | 0.00 | 0.00 | 125.93K |
Invesco S&p 500 Equal Weight EtfSOLE | ETF | 31.95K | SH | $6.13M 1.34% | 0.00 | 0.00 | 31.95K |
Invesco Nasdaq 100 EtfSOLE | ETF | 25.09K | SH | $5.96M 1.31% | 0.00 | 0.00 | 25.09K |
Apple IncSOLE | COM | 23.02K | SH | $5.84M 1.28% | 0.00 | 0.00 | 23.02K |
Goldman Sachs Ultra Short Bond EtfSOLE | ETF | 112.77K | SH | $5.70M 1.25% | 0.00 | 0.00 | 112.77K |
Spdr S&p Regional Banking EtfSOLE | ETF | 80.66K | SH | $5.25M 1.15% | 0.00 | 0.00 | 80.66K |
Ishares Core Msci Emerging Markets EtfSOLE | ETF | 70.50K | SH | $4.92M 1.08% | 0.00 | 0.00 | 70.50K |