BELMONT, MA
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.83K | SH | $5.08M 4.27% | 0.00 | 0.00 | 15.83K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 170.58K | SH | $4.97M 4.18% | 0.00 | 0.00 | 170.58K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 24.80K | SH | $4.87M 4.09% | 0.00 | 0.00 | 24.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.94K | SH | $4.54M 3.82% | 0.00 | 0.00 | 6.94K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 37.58K | SH | $4.32M 3.63% | 0.00 | 0.00 | 37.58K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 81.42K | SH | $3.51M 2.95% | 0.00 | 0.00 | 81.42K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL IND | 55.54K | SH | $3.20M 2.69% | 0.00 | 0.00 | 55.54K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 71.50K | SH | $2.79M 2.34% | 0.00 | 0.00 | 71.50K |
ISHARES TRSOLE | US SML CAP EQT | 34.17K | SH | $2.58M 2.17% | 0.00 | 0.00 | 34.17K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.64K | SH | $2.54M 2.14% | 0.00 | 0.00 | 3.64K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 24.21K | SH | $2.50M 2.11% | 0.00 | 0.00 | 24.21K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 95.54K | SH | $2.45M 2.06% | 0.00 | 0.00 | 95.54K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 50.07K | SH | $2.25M 1.89% | 0.00 | 0.00 | 50.07K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 21.84K | SH | $2.20M 1.85% | 0.00 | 0.00 | 21.84K |
FIDELITY COVINGTON TRUSTSOLE | MSCI FINLS IDX | 30.25K | SH | $2.12M 1.79% | 0.00 | 0.00 | 30.25K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 12.30K | SH | $1.99M 1.67% | 0.00 | 0.00 | 12.30K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 67.87K | SH | $1.89M 1.59% | 0.00 | 0.00 | 67.87K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 6.12K | SH | $1.85M 1.56% | 0.00 | 0.00 | 6.12K |
VANECK ETF TRUSTSOLE | IG FLOATING RATE | 69.86K | SH | $1.78M 1.50% | 0.00 | 0.00 | 69.86K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 5.89K | SH | $1.76M 1.48% | 0.00 | 0.00 | 5.89K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 6.21K | SH | $1.69M 1.42% | 0.00 | 0.00 | 6.21K |
APPLE INCSOLE | COM | 5.37K | SH | $1.36M 1.15% | 0.00 | 0.00 | 5.37K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 37.41K | SH | $1.35M 1.13% | 0.00 | 0.00 | 37.41K |
ALPHABET INCSOLE | CAP STK CL A | 4.50K | SH | $1.30M 1.09% | 0.00 | 0.00 | 4.50K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 11.66K | SH | $1.29M 1.08% | 0.00 | 0.00 | 11.66K |