HANOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
19.8%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 4.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 187.91K | SH | $27.83M 7.07% | 0.00 | 0.00 | 187.91K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 60.94K | SH | $26.62M 6.77% | 0.00 | 0.00 | 60.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 603.65K | SH | $23.46M 5.96% | 0.00 | 0.00 | 603.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.19K | SH | $15.80M 4.02% | 0.00 | 0.00 | 24.19K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 201.02K | SH | $14.25M 3.62% | 0.00 | 0.00 | 201.02K |
ISHARES TRSOLE | CORE S&P SCP ETF | 114.57K | SH | $14.24M 3.62% | 0.00 | 0.00 | 114.57K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 89.25K | SH | $10.10M 2.57% | 0.00 | 0.00 | 89.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 41.53K | SH | $8.15M 2.07% | 0.00 | 0.00 | 41.53K |
APPLE INCSOLE | COM | 30.69K | SH | $7.79M 1.98% | 0.00 | 0.00 | 30.69K |
ISHARES TRSOLE | CORE 40/60 MODER | 149.32K | SH | $7.07M 1.80% | 0.00 | 0.00 | 149.32K |
ISHARES TRSOLE | CORE S&P TTL STK | 49.48K | SH | $7.05M 1.79% | 0.00 | 0.00 | 49.48K |
ISHARES TRSOLE | MSCI USA MIN VOL | 66.16K | SH | $6.14M 1.56% | 0.00 | 0.00 | 66.16K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 176.10K | SH | $5.98M 1.52% | 0.00 | 0.00 | 176.10K |
ISHARES TRSOLE | CORE S&P MCP ETF | 87.69K | SH | $5.92M 1.51% | 0.00 | 0.00 | 87.69K |
ISHARES TRSOLE | CORE 30/70 CONSE | 147.27K | SH | $5.87M 1.49% | 0.00 | 0.00 | 147.27K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.67K | SH | $5.74M 1.46% | 0.00 | 0.00 | 26.67K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 59.32K | SH | $5.59M 1.42% | 0.00 | 0.00 | 59.32K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 67.87K | SH | $5.47M 1.39% | 0.00 | 0.00 | 67.87K |
AMAZON COM INCSOLE | COM | 24.41K | SH | $5.08M 1.29% | 0.00 | 0.00 | 24.41K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 98.19K | SH | $4.76M 1.21% | 0.00 | 0.00 | 98.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.49K | SH | $4.65M 1.18% | 0.00 | 0.00 | 14.49K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 98.52K | SH | $4.49M 1.14% | 0.00 | 0.00 | 98.52K |
MICROSOFT CORPSOLE | COM | 11.94K | SH | $4.42M 1.12% | 0.00 | 0.00 | 11.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 58.94K | SH | $4.25M 1.08% | 0.00 | 0.00 | 58.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.93K | SH | $4.14M 1.05% | 0.00 | 0.00 | 6.93K |