GARDINER, ME
Allocation by class
Portfolio Concentration
Top 3 weight
13.1%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE UNIVRSL USD | 130.30K | SH | $6.02M 5.78% | 0.00 | 0.00 | 130.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.45K | SH | $4.21M 4.04% | 0.00 | 0.00 | 6.45K |
ISHARES TRSOLE | S&P 500 VAL ETF | 15.97K | SH | $3.37M 3.24% | 0.00 | 0.00 | 15.97K |
ISHARES TROTR | S&P 500 GRWT ETF | 26.79K | SH | $3.03M 2.91% | 0.00 | 0.00 | 26.79K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 50.18K | SH | $2.92M 2.80% | 0.00 | 0.00 | 50.18K |
TWO RDS SHARED TROTR | ANFIELD UNVL ETF | 301.19K | SH | $2.81M 2.69% | 0.00 | 0.00 | 301.19K |
ISHARES INCSOLE | CORE MSCI EMKT | 37.97K | SH | $2.65M 2.54% | 0.00 | 0.00 | 37.97K |
ISHARES TROTR | EAFE VALUE ETF | 31.50K | SH | $2.34M 2.25% | 0.00 | 0.00 | 31.50K |
ISHARES TROTR | 10-20 YR TRS ETF | 20.85K | SH | $2.10M 2.02% | 0.00 | 0.00 | 20.85K |
ISHARES TROTR | MBS ETF | 21.34K | SH | $2.03M 1.95% | 0.00 | 0.00 | 21.34K |
NVIDIA CORPORATIONOTR | COM | 11.47K | SH | $2.00M 1.92% | 0.00 | 0.00 | 11.47K |
TWO RDS SHARED TROTR | ANFIELD US EQU | 116.82K | SH | $1.95M 1.88% | 0.00 | 0.00 | 116.82K |
ISHARES TRSOLE | US TREAS BD ETF | 78.54K | SH | $1.80M 1.73% | 0.00 | 0.00 | 78.54K |
ISHARES TRSOLE | MSCI USA QLT FCT | 8.66K | SH | $1.66M 1.60% | 0.00 | 0.00 | 8.66K |
APPLE INCOTR | COM | 6.41K | SH | $1.63M 1.56% | 0.00 | 0.00 | 6.41K |
TWO RDS SHARED TROTR | REGENTS PK HDGD | 166.36K | SH | $1.61M 1.55% | 0.00 | 0.00 | 166.36K |
ISHARES TROTR | EAFE GRWTH ETF | 13.92K | SH | $1.55M 1.49% | 0.00 | 0.00 | 13.92K |
ISHARES TRSOLE | MSCI USA MMENTM | 6.31K | SH | $1.51M 1.45% | 0.00 | 0.00 | 6.31K |
TWO RDS SHARED TROTR | ANFIELD DYNAMIC | 175.27K | SH | $1.49M 1.43% | 0.00 | 0.00 | 175.27K |
EXXON MOBIL CORPOTR | COM | 8.43K | SH | $1.43M 1.37% | 0.00 | 0.00 | 8.43K |
BLACKROCK ETF TRUSTOTR | ISHARES A I INNO | 43.09K | SH | $1.42M 1.36% | 0.00 | 0.00 | 43.09K |
APA CORPORATIONSOLE | COM | 31.49K | SH | $1.34M 1.28% | 0.00 | 0.00 | 31.49K |
ISHARES TRSOLE | CORE INTL AGGR | 26.39K | SH | $1.32M 1.27% | 0.00 | 0.00 | 26.39K |
BLACKROCK ETF TRUSTOTR | ISHARES US THEMA | 35.90K | SH | $1.30M 1.25% | 0.00 | 0.00 | 35.90K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 2.66K | SH | $1.27M 1.22% | 0.00 | 0.00 | 2.66K |