BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
39.1%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 9.30M
Full voting authority
9.30M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 1.14M | SH | $127.29M 23.50% | 1.14M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.23M | SH | $47.78M 8.82% | 1.23M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 723.01K | SH | $36.59M 6.76% | 723.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 1.07M | SH | $36.35M 6.71% | 1.07M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 215.01K | SH | $23.75M 4.38% | 215.01K | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 655.91K | SH | $22.13M 4.09% | 655.91K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 788.91K | SH | $20.67M 3.82% | 788.91K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 250.39K | SH | $20.56M 3.80% | 250.39K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 383.27K | SH | $19.31M 3.56% | 383.27K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 628.12K | SH | $18.33M 3.38% | 628.12K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 179.40K | SH | $17.92M 3.31% | 179.40K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 84.48K | SH | $14.50M 2.68% | 84.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 308.17K | SH | $13.90M 2.57% | 308.17K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 286.63K | SH | $12.36M 2.28% | 286.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.53K | SH | $12.04M 2.22% | 37.53K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 164.30K | SH | $9.70M 1.79% | 164.30K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 162.96K | SH | $8.31M 1.53% | 162.96K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 80.86K | SH | $6.86M 1.27% | 80.86K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS MODERAT | 90.87K | SH | $6.11M 1.13% | 90.87K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 69.69K | SH | $5.68M 1.05% | 69.69K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 66.98K | SH | $5.40M 1.00% | 66.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.26K | SH | $4.38M 0.81% | 17.26K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 91.80K | SH | $4.31M 0.80% | 91.80K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 36.52K | SH | $4.13M 0.76% | 36.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.45K | SH | $3.87M 0.71% | 10.45K | 0.00 | 0.00 |