WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
20.4%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Full voting authority
3.09M
shares
Joint voting authority
0.00
shares
No voting authority
10.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 Value ETFSOLE | ETF | 335.37K | SH | $13.66M 8.49% | 335.37K | 0.00 | 0.00 |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 200.30K | SH | $9.77M 6.07% | 200.30K | 0.00 | 0.00 |
iShares International ETFSOLE | ETF | 150.87K | SH | $9.35M 5.81% | 150.87K | 0.00 | 0.00 |
Schwab Large Cap Growth ETFSOLE | ETF | 140.78K | SH | $9.17M 5.70% | 140.78K | 0.00 | 0.00 |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | ETF | 169.79K | SH | $8.56M 5.32% | 169.79K | 0.00 | 0.00 |
SPDR Emerging Markets ETFSOLE | ETF | 245.60K | SH | $8.38M 5.21% | 245.60K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPORTUNITIES ETFSOLE | ETF | 158.77K | SH | $7.60M 4.72% | 158.77K | 0.00 | 0.00 |
SPDR Small Cap Value ETFSOLE | ETF | 194.09K | SH | $7.33M 4.56% | 194.09K | 0.00 | 0.00 |
iShares MBS ETFSOLE | ETF | 76.90K | SH | $7.28M 4.53% | 76.90K | 0.00 | 0.00 |
Goldman Sachs Investment Grade Corporate Bond ETFSOLE | ETF | 147.21K | SH | $6.74M 4.19% | 147.21K | 0.00 | 0.00 |
Pimco Active Bond ETFSOLE | ETF | 71.63K | SH | $6.64M 4.13% | 71.63K | 0.00 | 0.00 |
Vanguard Intermediate-Term Treasury ETFSOLE | ETF | 109.25K | SH | $6.55M 4.07% | 109.25K | 0.00 | 0.00 |
Vanguard Mid Cap Value ETFSOLE | ETF | 37.05K | SH | $4.97M 3.09% | 37.05K | 0.00 | 0.00 |
VanEck Fallen Angel High Yield ETFSOLE | ETF | 166.31K | SH | $4.66M 2.90% | 166.31K | 0.00 | 0.00 |
iShares S&P 500 Growth ETFSOLE | ETF | 69.83K | SH | $4.46M 2.77% | 69.83K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 18.92K | SH | $4.26M 2.65% | 18.92K | 0.00 | 0.00 |
Vanguard Small Cap Growth ETFSOLE | ETF | 19.63K | SH | $4.25M 2.64% | 19.63K | 0.00 | 0.00 |
Pacer Global Cash Cows ETFSOLE | ETF | 124.27K | SH | $4.18M 2.60% | 124.27K | 0.00 | 0.00 |
First Trust Rising Dividend ETFSOLE | ETF | 89.74K | SH | $4.03M 2.50% | 89.74K | 0.00 | 0.00 |
iShares Mid Cap Growth ETFSOLE | ETF | 66.14K | SH | $3.81M 2.37% | 66.14K | 0.00 | 0.00 |
iShares S&P Small-Cap ETFSOLE | ETF | 39.33K | SH | $3.80M 2.36% | 39.33K | 0.00 | 0.00 |
iShares ESG Small Cap ETFSOLE | ETF | 79.66K | SH | $2.71M 1.68% | 79.66K | 0.00 | 0.00 |
ISHARES ESG AWARE MSCI USA ETFSOLE | ETF | 18.87K | SH | $1.71M 1.06% | 18.87K | 0.00 | 0.00 |
WisdomTree ESG Emerging Markets ETFSOLE | ETF | 51.65K | SH | $1.44M 0.89% | 51.65K | 0.00 | 0.00 |
iShares ESG International ETFSOLE | ETF | 14.63K | SH | $1.05M 0.65% | 14.63K | 0.00 | 0.00 |