SOUTH BURLINGTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
21.1%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 2.41M
Full voting authority
2.41M
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&P TTL STK | 92.30K | SH | $13.15M 7.47% | 92.30K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 97.53K | SH | $12.88M 7.32% | 97.53K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 281.29K | SH | $11.16M 6.34% | 281.29K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 104.61K | SH | $10.12M 5.74% | 104.61K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 80.37K | SH | $8.09M 4.59% | 80.37K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 149.34K | SH | $7.56M 4.29% | 149.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.76K | SH | $6.79M 3.86% | 26.76K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 230.17K | SH | $5.59M 3.17% | 230.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 39.35K | SH | $5.34M 3.03% | 39.35K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 114.28K | SH | $5.13M 2.91% | 114.28K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.36K | SH | $4.60M 2.61% | 26.36K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 148.53K | SH | $4.50M 2.56% | 148.53K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 13.03K | SH | $4.19M 2.38% | 13.03K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 162.49K | SH | $4.05M 2.30% | 162.49K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 124.34K | SH | $3.94M 2.24% | 124.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.09K | SH | $3.77M 2.14% | 13.09K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 69.19K | SH | $3.37M 1.91% | 69.19K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 21.35K | SH | $3.12M 1.77% | 21.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.37K | SH | $3.10M 1.76% | 8.37K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 39.63K | SH | $3.08M 1.75% | 39.63K | 0.00 | 0.00 |
PLEXUS CORPSOLE | COM | 13.85K | SH | $2.80M 1.59% | 13.85K | 0.00 | 0.00 |
CONSOLIDATED WATER CO INCSOLE | ORD | 84.56K | SH | $2.80M 1.59% | 84.56K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 29.43K | SH | $2.73M 1.55% | 29.43K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.68K | SH | $2.70M 1.53% | 4.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 106.39K | SH | $2.67M 1.52% | 106.39K | 0.00 | 0.00 |