PETERBOROUGH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
34.3%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 4.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 137.68K | SH | $29.91M 13.18% | 0.00 | 0.00 | 137.68K |
EXCHANGE TRADED CONCEPTS TRUSOLE | EMQQ THE EMERGIN | 731.09K | SH | $24.18M 10.65% | 0.00 | 0.00 | 731.09K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 129.12K | SH | $23.79M 10.48% | 0.00 | 0.00 | 129.12K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 310.77K | SH | $14.93M 6.58% | 0.00 | 0.00 | 310.77K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 529.91K | SH | $14.10M 6.21% | 0.00 | 0.00 | 529.91K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 464.19K | SH | $10.78M 4.75% | 0.00 | 0.00 | 464.19K |
EXCHANGE TRADED CONCEPTS TRUSOLE | FMQQ THE NEXT FR | 890.69K | SH | $10.03M 4.42% | 0.00 | 0.00 | 890.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 68.04K | SH | $9.92M 4.37% | 0.00 | 0.00 | 68.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 29.34K | SH | $9.41M 4.15% | 0.00 | 0.00 | 29.34K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 293.36K | SH | $7.12M 3.14% | 0.00 | 0.00 | 293.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 106.81K | SH | $6.84M 3.02% | 0.00 | 0.00 | 106.81K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.39K | SH | $6.54M 2.88% | 0.00 | 0.00 | 30.39K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 99.08K | SH | $4.59M 2.02% | 0.00 | 0.00 | 99.08K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 93.19K | SH | $3.89M 1.71% | 0.00 | 0.00 | 93.19K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 48.34K | SH | $3.56M 1.57% | 0.00 | 0.00 | 48.34K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 43.27K | SH | $3.53M 1.55% | 0.00 | 0.00 | 43.27K |
ISHARES TRSOLE | CORE INTL AGGR | 63.52K | SH | $3.18M 1.40% | 0.00 | 0.00 | 63.52K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 42.60K | SH | $2.49M 1.10% | 0.00 | 0.00 | 42.60K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.65K | SH | $2.37M 1.05% | 0.00 | 0.00 | 3.65K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 31.60K | SH | $2.37M 1.05% | 0.00 | 0.00 | 31.60K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 35.80K | SH | $2.24M 0.98% | 0.00 | 0.00 | 35.80K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 45.73K | SH | $2.14M 0.94% | 0.00 | 0.00 | 45.73K |
EXCHANGE TRADED CONCEPTS TRUSOLE | INQQ THE INDIA I | 141.96K | SH | $1.65M 0.73% | 0.00 | 0.00 | 141.96K |
APPLE INCSOLE | COM | 6.11K | SH | $1.55M 0.68% | 0.00 | 0.00 | 6.11K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 42.14K | SH | $1.48M 0.65% | 0.00 | 0.00 | 42.14K |