BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 36.13M
Full voting authority
13.39K
shares
Joint voting authority
0.00
shares
No voting authority
36.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.30M | SH | $126.84M 5.58% | 24.00 | 0.00 | 1.30M |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 816.50K | SH | $82.19M 3.61% | 665.00 | 0.00 | 815.83K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.30M | SH | $73.66M 3.24% | 473.00 | 0.00 | 1.30M |
NVIDIA CORPORATIONSOLE | COM | 283.46K | SH | $49.43M 2.17% | 250.00 | 0.00 | 283.21K |
APPLE INCSOLE | COM | 190.43K | SH | $48.33M 2.13% | 36.00 | 0.00 | 190.39K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 72.29K | SH | $45.11M 1.98% | 66.00 | 0.00 | 72.23K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 571.82K | SH | $43.77M 1.92% | 0.00 | 0.00 | 571.82K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 132.43K | SH | $42.48M 1.87% | 58.00 | 0.00 | 132.37K |
ISHARES TRSOLE | CORE S&P US VLU | 407.86K | SH | $41.70M 1.83% | 0.00 | 0.00 | 407.86K |
ISHARES TRSOLE | CORE US AGGBD ET | 375.84K | SH | $37.31M 1.64% | 0.00 | 0.00 | 375.84K |
AMAZON COM INCSOLE | COM | 156.14K | SH | $32.52M 1.43% | 0.00 | 0.00 | 156.14K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 640.76K | SH | $32.43M 1.43% | 390.00 | 0.00 | 640.38K |
MICROSOFT CORPSOLE | COM | 62.92K | SH | $23.29M 1.02% | 0.00 | 0.00 | 62.92K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 567.77K | SH | $22.60M 0.99% | 170.00 | 0.00 | 567.60K |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 762.79K | SH | $21.46M 0.94% | 0.00 | 0.00 | 762.79K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 87.45K | SH | $18.81M 0.83% | 0.00 | 0.00 | 87.45K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 552.91K | SH | $18.67M 0.82% | 0.00 | 0.00 | 552.91K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 516.91K | SH | $17.79M 0.78% | 1.40K | 0.00 | 515.51K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 378.75K | SH | $17.77M 0.78% | 26.00 | 0.00 | 378.73K |
ISHARES TRSOLE | CORE S&P500 ETF | 27.18K | SH | $17.76M 0.78% | 0.00 | 0.00 | 27.18K |
ALPHABET INCSOLE | CAP STK CL C | 61.80K | SH | $17.73M 0.78% | 0.00 | 0.00 | 61.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 359.06K | SH | $17.35M 0.76% | 139.00 | 0.00 | 358.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.90K | SH | $17.27M 0.76% | 0.00 | 0.00 | 28.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 584.11K | SH | $16.74M 0.74% | 0.00 | 0.00 | 584.11K |
ALPHABET INCSOLE | CAP STK CL A | 53.93K | SH | $15.51M 0.68% | 0.00 | 0.00 | 53.93K |