TOPSFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
34.4%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 496.01K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
496.01K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.47K | SH | $6.08M 14.31% | 0.00 | 0.00 | 21.47K |
ISHARES TRSOLE | CORE HIGH DV ETF | 44.78K | SH | $5.27M 12.40% | 0.00 | 0.00 | 44.78K |
ISHARES TRSOLE | CORE S&P SCP ETF | 28.08K | SH | $3.28M 7.73% | 0.00 | 0.00 | 28.08K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 77.09K | SH | $2.91M 6.84% | 0.00 | 0.00 | 77.09K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 9.50K | SH | $2.68M 6.31% | 0.00 | 0.00 | 9.50K |
SELECT SECTOR SPDR TRSOLE | SBI CONS DISCR | 13.36K | SH | $2.68M 6.30% | 0.00 | 0.00 | 13.36K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 56.78K | SH | $2.65M 6.25% | 0.00 | 0.00 | 56.78K |
ISHARES TRSOLE | EXPONENTIAL TECH | 34.86K | SH | $2.12M 5.00% | 0.00 | 0.00 | 34.86K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED LARGE | 58.37K | SH | $1.81M 4.25% | 0.00 | 0.00 | 58.37K |
NVIDIA CORPORATIONSOLE | COM | 11.82K | SH | $1.44M 3.38% | 0.00 | 0.00 | 11.82K |
APPLE INCSOLE | COM | 6K | SH | $1.40M 3.29% | 0.00 | 0.00 | 6K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 6.55K | SH | $1.17M 2.76% | 0.00 | 0.00 | 6.55K |
SSGA ACTIVE ETF TRSOLE | SPDR TR TACTIC | 23.33K | SH | $966.0K 2.27% | 0.00 | 0.00 | 23.33K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 2.82K | SH | $743.5K 1.75% | 0.00 | 0.00 | 2.82K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.09K | SH | $714.5K 1.68% | 0.00 | 0.00 | 4.09K |
SPDR SER TRSOLE | S&P DIVID ETF | 4.52K | SH | $642.0K 1.51% | 0.00 | 0.00 | 4.52K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 3.04K | SH | $611.0K 1.44% | 0.00 | 0.00 | 3.04K |
MICROSOFT CORPSOLE | COM | 1.31K | SH | $564.7K 1.33% | 0.00 | 0.00 | 1.31K |
TESLA INCSOLE | COM | 1.97K | SH | $516.4K 1.22% | 0.00 | 0.00 | 1.97K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 878.00 | SH | $504.0K 1.19% | 0.00 | 0.00 | 878.00 |
DNP SELECT INCOME FD INCSOLE | COM | 44.14K | SH | $443.2K 1.04% | 0.00 | 0.00 | 44.14K |
ALPHABET INCSOLE | CAP STK CL A | 2.23K | SH | $369.8K 0.87% | 0.00 | 0.00 | 2.23K |
ISHARES TRSOLE | EAFE VALUE ETF | 6.29K | SH | $361.9K 0.85% | 0.00 | 0.00 | 6.29K |
META PLATFORMS INCSOLE | CL A | 539.00 | SH | $308.5K 0.73% | 0.00 | 0.00 | 539.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 2.08K | SH | $304.2K 0.72% | 0.00 | 0.00 | 2.08K |