PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
34.6%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 5.89M
Full voting authority
5.89M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.02M | SH | $53.18M 14.55% | 1.02M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 648.22K | SH | $45.47M 12.44% | 648.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 74.11K | SH | $27.73M 7.59% | 74.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 426.56K | SH | $19.82M 5.42% | 426.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 384.49K | SH | $19.77M 5.41% | 384.49K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 473.17K | SH | $19.60M 5.36% | 473.17K | 0.00 | 0.00 |
DFA INVT DIMENSIONS GROUP INSOLE | U.S. CORE EQTY 1 | 202.46K | SH | $16.74M 4.58% | 202.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 20.13K | SH | $15.35M 4.20% | 20.13K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 331.94K | SH | $14.75M 4.04% | 331.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 338.20K | SH | $13.57M 3.71% | 338.20K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 226.29K | SH | $8.90M 2.43% | 226.29K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 204.78K | SH | $8.87M 2.43% | 204.78K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 109.56K | SH | $8.37M 2.29% | 109.56K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 103.55K | SH | $7.31M 2.00% | 103.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 190.74K | SH | $7.17M 1.96% | 190.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 8.73K | SH | $6.69M 1.83% | 8.73K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 113.41K | SH | $5.58M 1.53% | 113.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 14.85K | SH | $5.02M 1.37% | 14.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 46.88K | SH | $4.20M 1.15% | 46.88K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 39.24K | SH | $3.95M 1.08% | 39.24K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 136.21K | SH | $3.70M 1.01% | 136.21K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 39.73K | SH | $3.22M 0.88% | 39.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 80.78K | SH | $3.21M 0.88% | 80.78K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 36.68K | SH | $3.19M 0.87% | 36.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.50K | SH | $2.31M 0.63% | 4.50K | 0.00 | 0.00 |