BELMONT, MA
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 1.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.65M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB US LARGE-CAP GROWTH ETFSOLE | Equities | 170.79K | SH | $6.14M 4.60% | 0.00 | 0.00 | 170.79K |
VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | Equities | 15.84K | SH | $5.93M 4.44% | 0.00 | 0.00 | 15.84K |
VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR VALUE ETFSOLE | Equities | 24.43K | SH | $5.28M 3.96% | 0.00 | 0.00 | 24.43K |
INVESCO EXCH TRADED FD TR II S&P 500 REVENUESOLE | Equities | 40.38K | SH | $5.20M 3.89% | 0.00 | 0.00 | 40.38K |
ISHARES CORE S&P 500 ETFSOLE | Equities | 6.59K | SH | $5.04M 3.78% | 0.00 | 0.00 | 6.59K |
GOLDMAN SACHS ETF TR ACTIVEBETA INTSOLE | Equities | 79.91K | SH | $3.66M 2.75% | 0.00 | 0.00 | 79.91K |
VANGUARD WORLD FD INF TECH ETFSOLE | Equities | 28.48K | SH | $3.58M 2.68% | 0.00 | 0.00 | 28.48K |
INVESCO EXCHANGE TRADED FD TR S&P500 EQL INDSOLE | Equities | 57.15K | SH | $3.31M 2.48% | 0.00 | 0.00 | 57.15K |
DIMENSIONAL ETF TRUST INTL CORE EQT MKSOLE | Equities | 72.79K | SH | $3.02M 2.26% | 0.00 | 0.00 | 72.79K |
SCHWAB STRATEGIC TR US LARGE-CAP ETFSOLE | Equities | 96K | SH | $2.88M 2.16% | 0.00 | 0.00 | 96K |
ISHARES U.S. SMALL CAP EQUITY FACTOR ETFSOLE | Equities | 33.79K | SH | $2.82M 2.12% | 0.00 | 0.00 | 33.79K |
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITYSOLE | Equities | 23.12K | SH | $2.58M 1.93% | 0.00 | 0.00 | 23.12K |
FIDELITY MSCI FINLS INDEX ETFSOLE | Equities | 30.58K | SH | $2.32M 1.74% | 0.00 | 0.00 | 30.58K |
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETFSOLE | Equities | 65.59K | SH | $2.06M 1.55% | 0.00 | 0.00 | 65.59K |
SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFSOLE | Equities | 12.08K | SH | $2.02M 1.51% | 0.00 | 0.00 | 12.08K |
VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR LARGE-CAP ETFSOLE | Equities | 5.66K | SH | $1.99M 1.49% | 0.00 | 0.00 | 5.66K |
VANGUARD WORLD FD HEALTH CAR ETFSOLE | Equities | 6.23K | SH | $1.97M 1.48% | 0.00 | 0.00 | 6.23K |
ISHARES TR 0-3 MNTH TREASRYSOLE | Equities | 19.42K | SH | $1.96M 1.47% | 0.00 | 0.00 | 19.42K |
VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETFSOLE | Equities | 5.54K | SH | $1.87M 1.40% | 0.00 | 0.00 | 5.54K |
APPLE INCSOLE | Equities | 5.37K | SH | $1.79M 1.34% | 0.00 | 0.00 | 5.37K |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | Equities | 19.44K | SH | $1.75M 1.31% | 0.00 | 0.00 | 19.44K |
AMPLIFY ETF TR CWP ENHANCED DIVSOLE | Equities | 37.32K | SH | $1.74M 1.30% | 0.00 | 0.00 | 37.32K |
FIDELITY ENHANCED MID CAP ETFSOLE | Equities | 42.10K | SH | $1.70M 1.27% | 0.00 | 0.00 | 42.10K |
ALPHABET INC CAP STK CL ASOLE | Equities | 4.50K | SH | $1.55M 1.16% | 0.00 | 0.00 | 4.50K |
VANECK ETF TRUST IG FLOATING RATESOLE | Equities | 57.37K | SH | $1.47M 1.10% | 0.00 | 0.00 | 57.37K |