AMHERST, MA
Allocation by class
Portfolio Concentration
Top 3 weight
21.7%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 4.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 427.12K | SH | $20.42M 9.93% | 0.00 | 0.00 | 427.12K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 635.07K | SH | $14.72M 7.15% | 0.00 | 0.00 | 635.07K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 191.75K | SH | $9.41M 4.57% | 0.00 | 0.00 | 191.75K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 177.16K | SH | $8.58M 4.17% | 0.00 | 0.00 | 177.16K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 212.01K | SH | $8.19M 3.98% | 0.00 | 0.00 | 212.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 184.89K | SH | $8.14M 3.96% | 0.00 | 0.00 | 184.89K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 240.78K | SH | $7.97M 3.88% | 0.00 | 0.00 | 240.78K |
SPDR SER TRSOLE | PORTFLI HIGH YLD | 313.65K | SH | $7.36M 3.58% | 0.00 | 0.00 | 313.65K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 270.77K | SH | $6.99M 3.40% | 0.00 | 0.00 | 270.77K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 88.50K | SH | $6.84M 3.32% | 0.00 | 0.00 | 88.50K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 253.22K | SH | $6.55M 3.18% | 0.00 | 0.00 | 253.22K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 270.66K | SH | $5.35M 2.60% | 0.00 | 0.00 | 270.66K |
ISHARES TRSOLE | ESG AWR MSCI USA | 40.99K | SH | $5.28M 2.57% | 0.00 | 0.00 | 40.99K |
ISHARES INCSOLE | MSCI GBL MIN VOL | 48.25K | SH | $5.27M 2.56% | 0.00 | 0.00 | 48.25K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 101.72K | SH | $5.10M 2.48% | 0.00 | 0.00 | 101.72K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 62.16K | SH | $4.47M 2.17% | 0.00 | 0.00 | 62.16K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 57.70K | SH | $4.39M 2.14% | 0.00 | 0.00 | 57.70K |
ISHARES TRSOLE | NATIONAL MUN ETF | 39.73K | SH | $4.23M 2.06% | 0.00 | 0.00 | 39.73K |
SEI EXCHANGE TRADED FUNDSSOLE | ENHANCED US LRG | 117.11K | SH | $4.09M 1.99% | 0.00 | 0.00 | 117.11K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 64.75K | SH | $4.09M 1.99% | 0.00 | 0.00 | 64.75K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.70K | SH | $3.98M 1.94% | 0.00 | 0.00 | 9.70K |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 165.56K | SH | $3.83M 1.86% | 0.00 | 0.00 | 165.56K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 67.97K | SH | $3.38M 1.64% | 0.00 | 0.00 | 67.97K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 18.65K | SH | $3.27M 1.59% | 0.00 | 0.00 | 18.65K |
ISHARES TRSOLE | USD INV GRDE ETF | 60.04K | SH | $3.02M 1.47% | 0.00 | 0.00 | 60.04K |