PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
39.8%
Top 10 weight
66.0%
Voting Authority Distribution
Total shares with voting rights: 5.32M
Full voting authority
5.32M
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 BD INDEX FDSSOLE | TOTAL BND MRKT | 716.17K | SH | $52.74M 16.77% | 716.17K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.13M | SH | $51.09M 16.25% | 1.13M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 66.34K | SH | $21.28M 6.77% | 66.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 503.27K | SH | $19.61M 6.23% | 503.27K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 263.55K | SH | $12.62M 4.01% | 263.55K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 228.86K | SH | $11.94M 3.80% | 228.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 263.38K | SH | $11.12M 3.54% | 263.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 136.33K | SH | $9.83M 3.12% | 136.33K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 237.35K | SH | $9.22M 2.93% | 237.35K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.57K | SH | $8.17M 2.60% | 12.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 241.14K | SH | $8.16M 2.60% | 241.14K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 103.94K | SH | $8.15M 2.59% | 103.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 9.18K | SH | $6.00M 1.91% | 9.18K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 117.11K | SH | $5.85M 1.86% | 117.11K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 119.94K | SH | $5.47M 1.74% | 119.94K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 51.59K | SH | $4.90M 1.56% | 51.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 15.81K | SH | $4.78M 1.52% | 15.81K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 72.21K | SH | $4.63M 1.47% | 72.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 130.21K | SH | $4.63M 1.47% | 130.21K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 42.10K | SH | $3.88M 1.24% | 42.10K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 134.92K | SH | $3.63M 1.15% | 134.92K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 34.46K | SH | $2.85M 0.90% | 34.46K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 27.24K | SH | $2.74M 0.87% | 27.24K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.84K | SH | $2.61M 0.83% | 2.84K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 28 TRM TS | 92.25K | SH | $2.06M 0.65% | 92.25K | 0.00 | 0.00 |