HOLDEN, MA
Allocation by class
Portfolio Concentration
Top 3 weight
44.5%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
1.70M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Index FundsSOLE | VANGUARD TOTAL STOCK MARKET ETF | 143.24K | SH | $45.95M 19.53% | 143.24K | 0.00 | 0.00 |
Vanguard Index FundsSOLE | VANGUARD S&P 500 ETF | 60.84K | SH | $36.36M 15.45% | 60.84K | 0.00 | 0.00 |
Vanguard Specialized FundsSOLE | VANGUARD DIVIDEND APPRECIATION ETF | 104.56K | SH | $22.49M 9.56% | 104.56K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 189.53K | SH | $16.42M 6.98% | 189.53K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | SPDR GOLD SHARES | 32.29K | SH | $13.89M 5.91% | 32.29K | 0.00 | 0.00 |
John Hancock Exchange-Traded Fund TrustSOLE | JOHN HANCOCK MULTIFACTOR MID CAP ETF | 179.96K | SH | $12.08M 5.13% | 179.96K | 0.00 | 0.00 |
Invesco Exchange-Traded Fund Trust IISOLE | INVESCO S&P 500 EQUAL WEIGHT ETF | 56.52K | SH | $10.85M 4.61% | 56.52K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES CORE S&P 500 ETF | 9.85K | SH | $6.43M 2.73% | 9.85K | 0.00 | 0.00 |
Dimensional ETF TrustSOLE | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 164.69K | SH | $6.42M 2.73% | 164.69K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES CORE MSCI EMERGING MARKETS ETF | 89.39K | SH | $6.24M 2.65% | 89.39K | 0.00 | 0.00 |
Invesco QQQ TrustSOLE | INVESCO QQQ TRUST SERIES I | 7.79K | SH | $4.50M 1.91% | 7.79K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES CORE S&P SMALL CAP ETF | 33.80K | SH | $4.20M 1.79% | 33.80K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 46.23K | SH | $3.86M 1.64% | 46.23K | 0.00 | 0.00 |
Victory Portfolios IISOLE | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 61.14K | SH | $2.87M 1.22% | 61.14K | 0.00 | 0.00 |
Vanguard Tax-Managed FundsSOLE | VANGUARD FTSE DEVELOPED MARKETS ETF | 43.03K | SH | $2.76M 1.17% | 43.03K | 0.00 | 0.00 |
iShares TrustSOLE | ISHARES MSCI EAFE ETF | 25.68K | SH | $2.49M 1.06% | 25.68K | 0.00 | 0.00 |
Dimensional ETF TrustSOLE | DIMENSIONAL U.S. SMALL CAP ETF | 32.03K | SH | $2.28M 0.97% | 32.03K | 0.00 | 0.00 |
Apple Inc.SOLE | APPLE INC COM | 8.49K | SH | $2.15M 0.92% | 8.49K | 0.00 | 0.00 |
Victory Portfolios IISOLE | VICTORYSHARES FREE CASH FLOW ETF | 48.05K | SH | $1.90M 0.81% | 48.05K | 0.00 | 0.00 |
John Hancock Exchange-Traded Fund TrustSOLE | JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF | 78.50K | SH | $1.73M 0.73% | 78.50K | 0.00 | 0.00 |
iShares Gold TrustSOLE | ISHARES GOLD TRUST | 19.50K | SH | $1.72M 0.73% | 19.50K | 0.00 | 0.00 |
NextEra Energy Inc.SOLE | NEXTERA ENERGY INC COM | 17.31K | SH | $1.61M 0.68% | 17.31K | 0.00 | 0.00 |
Moody's CorporationSOLE | MOODYS CORP COM | 3.46K | SH | $1.51M 0.64% | 3.46K | 0.00 | 0.00 |
JPMorgan Exchange-Traded Fund TrustSOLE | JPMORGAN CORE PLUS BOND ETF | 31.21K | SH | $1.47M 0.62% | 31.21K | 0.00 | 0.00 |
JPMorgan Exchange-Traded Fund TrustSOLE | JPMORGAN U.S. QUALITY FACTOR ETF | 22.68K | SH | $1.39M 0.59% | 22.68K | 0.00 | 0.00 |