CANTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
66.2%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 871.97K
Full voting authority
871.97K
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&P500 ETF | 135.97K | SH | $88.81M 44.67% | 135.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 85.27K | SH | $30.40M 15.29% | 85.27K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 126.95K | SH | $12.33M 6.20% | 126.95K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 41.81K | SH | $10.37M 5.21% | 41.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 93.13K | SH | $8.26M 4.15% | 93.13K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 86.58K | SH | $7.61M 3.82% | 86.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 53.46K | SH | $7.26M 3.65% | 53.46K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 58.72K | SH | $3.76M 1.89% | 58.72K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 32.52K | SH | $3.68M 1.85% | 32.52K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 16.59K | SH | $3.50M 1.76% | 16.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.56K | SH | $2.93M 1.48% | 11.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.53K | SH | $1.71M 0.86% | 6.53K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. REAL ES ETF | 17.43K | SH | $1.65M 0.83% | 17.43K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.22K | SH | $1.56M 0.79% | 4.22K | 0.00 | 0.00 |
AMAZONSOLE | COM | 3.77K | SH | $785.4K 0.39% | 3.77K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 5.18K | SH | $761.9K 0.38% | 5.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.35K | SH | $758.9K 0.38% | 4.35K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 6.21K | SH | $746.8K 0.38% | 6.21K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.72K | SH | $735.1K 0.37% | 1.72K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 2.20K | SH | $682.7K 0.34% | 2.20K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 6.40K | SH | $679.7K 0.34% | 6.40K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 4.47K | SH | $594.4K 0.30% | 4.47K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.19K | SH | $569.3K 0.29% | 1.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.96K | SH | $563.1K 0.28% | 1.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 5.71K | SH | $517.1K 0.26% | 5.71K | 0.00 | 0.00 |