WESTWOOD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
63.5%
Top 10 weight
89.1%
Voting Authority Distribution
Total shares with voting rights: 20.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
20.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 5.20M | SH | $311.80M 26.03% | 0.00 | 0.00 | 5.20M |
ISHARES TRSOLE | CORE MSCI INTL | 3.28M | SH | $270.40M 22.57% | 0.00 | 0.00 | 3.28M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 4.52M | SH | $178.96M 14.94% | 0.00 | 0.00 | 4.52M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 2.85M | SH | $131.86M 11.01% | 0.00 | 0.00 | 2.85M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 1.74M | SH | $57.60M 4.81% | 0.00 | 0.00 | 1.74M |
ISHARES TRSOLE | CRE U S REIT ETF | 867.70K | SH | $49.42M 4.13% | 0.00 | 0.00 | 867.70K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 195.96K | SH | $19.98M 1.67% | 0.00 | 0.00 | 195.96K |
ISHARES TRSOLE | CORE S&P TTL STK | 122.16K | SH | $18.16M 1.52% | 0.00 | 0.00 | 122.16K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 364.07K | SH | $15.81M 1.32% | 0.00 | 0.00 | 364.07K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 255.60K | SH | $12.93M 1.08% | 0.00 | 0.00 | 255.60K |
APPLE INCSOLE | COM | 39.02K | SH | $10.61M 0.89% | 0.00 | 0.00 | 39.02K |
ISHARES TRSOLE | CORE US AGGBD ET | 83.38K | SH | $8.33M 0.70% | 0.00 | 0.00 | 83.38K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 178.47K | SH | $7.65M 0.64% | 0.00 | 0.00 | 178.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 133.57K | SH | $5.09M 0.42% | 0.00 | 0.00 | 133.57K |
NVIDIA CORPORATIONSOLE | COM | 24.01K | SH | $4.48M 0.37% | 0.00 | 0.00 | 24.01K |
MICROSOFT CORPSOLE | COM | 8.27K | SH | $4.00M 0.33% | 0.00 | 0.00 | 8.27K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.47K | SH | $3.84M 0.32% | 0.00 | 0.00 | 11.47K |
ISHARES INCSOLE | CORE MSCI EMKT | 49.27K | SH | $3.31M 0.28% | 0.00 | 0.00 | 49.27K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 98.20K | SH | $3.20M 0.27% | 0.00 | 0.00 | 98.20K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 82.59K | SH | $2.79M 0.23% | 0.00 | 0.00 | 82.59K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 59.73K | SH | $2.48M 0.21% | 0.00 | 0.00 | 59.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.83K | SH | $2.40M 0.20% | 0.00 | 0.00 | 3.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.42K | SH | $2.34M 0.20% | 0.00 | 0.00 | 3.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.62K | SH | $2.25M 0.19% | 0.00 | 0.00 | 4.62K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.17K | SH | $2.12M 0.18% | 0.00 | 0.00 | 17.17K |