BEDFORD, NH
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 12.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 1.07M | SH | $50.44M 7.28% | 0.00 | 0.00 | 1.07M |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 1.09M | SH | $49.81M 7.19% | 0.00 | 0.00 | 1.09M |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 901.41K | SH | $49.51M 7.15% | 0.00 | 0.00 | 901.41K |
BNY MELLON ETF TRUSTSOLE | CONCENTRATED INT | 977.24K | SH | $48.34M 6.98% | 0.00 | 0.00 | 977.24K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 484.62K | SH | $46.86M 6.77% | 0.00 | 0.00 | 484.62K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 860.78K | SH | $39.94M 5.77% | 0.00 | 0.00 | 860.78K |
ISHARES TRSOLE | MSCI INTL QUALTY | 839.85K | SH | $38.83M 5.61% | 0.00 | 0.00 | 839.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 485.27K | SH | $27.46M 3.97% | 0.00 | 0.00 | 485.27K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 223.95K | SH | $24.74M 3.57% | 0.00 | 0.00 | 223.95K |
ISHARES TRSOLE | CORE S&P MCP ETF | 344.27K | SH | $23.25M 3.36% | 0.00 | 0.00 | 344.27K |
T ROWE PRICE ETF INCSOLE | PRICE BLUE CHIP | 512.44K | SH | $22.64M 3.27% | 0.00 | 0.00 | 512.44K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 731.09K | SH | $21.30M 3.08% | 0.00 | 0.00 | 731.09K |
ISHARES TRSOLE | CORE S&P500 ETF | 31.59K | SH | $20.64M 2.98% | 0.00 | 0.00 | 31.59K |
ISHARES TRSOLE | CORE S&P SCP ETF | 164.27K | SH | $20.42M 2.95% | 0.00 | 0.00 | 164.27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 192.30K | SH | $18.83M 2.72% | 0.00 | 0.00 | 192.30K |
NOMURA ETF TRSOLE | NATIONAL HIGH YL | 744.93K | SH | $18.02M 2.60% | 0.00 | 0.00 | 744.93K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 309.08K | SH | $15.45M 2.23% | 0.00 | 0.00 | 309.08K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 475.24K | SH | $14.71M 2.12% | 0.00 | 0.00 | 475.24K |
SSGA ACTIVE ETF TRSOLE | STATE STREET MUL | 291.38K | SH | $10.53M 1.52% | 0.00 | 0.00 | 291.38K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 326.99K | SH | $9.97M 1.44% | 0.00 | 0.00 | 326.99K |
ISHARES TRSOLE | NATIONAL MUN ETF | 85.48K | SH | $9.07M 1.31% | 0.00 | 0.00 | 85.48K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 277.14K | SH | $7.11M 1.03% | 0.00 | 0.00 | 277.14K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 84.32K | SH | $6.54M 0.94% | 0.00 | 0.00 | 84.32K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 60.71K | SH | $6.06M 0.88% | 0.00 | 0.00 | 60.71K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 64.59K | SH | $5.20M 0.75% | 0.00 | 0.00 | 64.59K |