PORTLAND, ME
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 6.43M
Full voting authority
6.43M
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 INDEX FDSSOLE | TOTAL STK MKT | 87.99K | SH | $32.56M 5.60% | 87.99K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 72.22K | SH | $30.80M 5.29% | 72.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 284.12K | SH | $27.44M 4.72% | 284.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 61.72K | SH | $15.20M 2.61% | 61.72K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 133.49K | SH | $12.88M 2.21% | 133.49K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | AGGREGATE BD ETF | 603.64K | SH | $12.18M 2.09% | 603.64K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 78.82K | SH | $11.56M 1.99% | 78.82K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 272.40K | SH | $11.24M 1.93% | 272.40K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.60K | SH | $10.29M 1.77% | 27.60K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 29.93K | SH | $9.03M 1.55% | 29.93K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 321.75K | SH | $8.53M 1.47% | 321.75K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 97.96K | SH | $8.44M 1.45% | 97.96K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | COMM ALL WEA ETF | 284.64K | SH | $8.35M 1.44% | 284.64K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 121.88K | SH | $8.29M 1.42% | 121.88K | 0.00 | 0.00 |
ISHARES TRSOLE | AGENCY BOND ETF | 74.29K | SH | $8.12M 1.40% | 74.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 27.65K | SH | $8.00M 1.38% | 27.65K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 323.68K | SH | $7.84M 1.35% | 323.68K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 14.31K | SH | $7.53M 1.29% | 14.31K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 29K | SH | $7.41M 1.27% | 29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 92.89K | SH | $7.16M 1.23% | 92.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 18.95K | SH | $7.16M 1.23% | 18.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.66K | SH | $7.14M 1.23% | 35.66K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 60.58K | SH | $7.11M 1.22% | 60.58K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 31.34K | SH | $6.67M 1.15% | 31.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 18.22K | SH | $6.51M 1.12% | 18.22K | 0.00 | 0.00 |