WESTBOROUGH, MA
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 45.39M
Full voting authority
45.39M
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 | SMALL CP ETF | 1.18M | SH | $357.19M 7.73% | 1.18M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 3.68M | SH | $355.13M 7.68% | 3.68M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.52M | SH | $209.02M 4.52% | 2.52M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 258.79K | SH | $193.81M 4.19% | 258.42K | 0.00 | 0.00 |
SELECT SECTOR SPDR TROTR | ST STR TECHN ETF | 925.28K | SH | $176.28M 3.81% | 925.18K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 2.19M | SH | $175.06M 3.79% | 2.19M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 6.82M | SH | $170.67M 3.69% | 6.81M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST BLOO HIGH ETF | 1.64M | SH | $157.88M 3.42% | 1.64M | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MLTFCTR LRG CAP | 1.52M | SH | $135.13M 2.92% | 1.51M | 0.00 | 0.00 |
APPLE INCOTR | COM | 426.01K | SH | $123.27M 2.67% | 420.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONOTR | COM | 343.68K | SH | $68.77M 1.49% | 342.84K | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 177.46K | SH | $66.20M 1.43% | 175.51K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 134.81K | SH | $64.38M 1.39% | 134.10K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 335.83K | SH | $62.21M 1.35% | 335.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 703.39K | SH | $60.59M 1.31% | 699.40K | 0.00 | 0.00 |
SELECT SECTOR SPDR TROTR | ST STR CARE ETF | 340.01K | SH | $53.95M 1.17% | 340.01K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCOTR | COM | 89.86K | SH | $52.20M 1.13% | 88.76K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 968.76K | SH | $49.90M 1.08% | 968.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 132.82K | SH | $47.47M 1.03% | 130.81K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 62.82K | SH | $45.42M 0.98% | 62.64K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 493.44K | SH | $44.39M 0.96% | 493.44K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 390.52K | SH | $41.84M 0.90% | 390.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 175.15K | SH | $41.74M 0.90% | 174.64K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 192.81K | SH | $41.02M 0.89% | 192.43K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 745.96K | SH | $40.30M 0.87% | 744.80K | 0.00 | 0.00 |