WELLESLEY, MA
Allocation by class
Portfolio Concentration
Top 3 weight
38.7%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 35.36K | SH | $23.10M 14.61% | 0.00 | 0.00 | 35.36K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 483.89K | SH | $22.07M 13.96% | 0.00 | 0.00 | 483.89K |
ISHARES TRSOLE | CORE MSCI TOTAL | 184.08K | SH | $15.95M 10.09% | 0.00 | 0.00 | 184.08K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 83.70K | SH | $9.57M 6.05% | 0.00 | 0.00 | 83.70K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 289.94K | SH | $7.72M 4.88% | 0.00 | 0.00 | 289.94K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.60K | SH | $5.94M 3.75% | 0.00 | 0.00 | 27.60K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 50.04K | SH | $5.04M 3.19% | 0.00 | 0.00 | 50.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.10K | SH | $4.84M 3.06% | 0.00 | 0.00 | 8.10K |
ISHARES TRSOLE | NATIONAL MUN ETF | 38.54K | SH | $4.09M 2.59% | 0.00 | 0.00 | 38.54K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 41.18K | SH | $3.88M 2.45% | 0.00 | 0.00 | 41.18K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 83.75K | SH | $3.74M 2.36% | 0.00 | 0.00 | 83.75K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.11K | SH | $3.66M 2.31% | 0.00 | 0.00 | 57.11K |
ISHARES TRSOLE | CORE US AGGBD ET | 32.27K | SH | $3.20M 2.03% | 0.00 | 0.00 | 32.27K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 38.68K | SH | $3.07M 1.94% | 0.00 | 0.00 | 38.68K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 38.40K | SH | $2.96M 1.87% | 0.00 | 0.00 | 38.40K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 24.14K | SH | $2.77M 1.75% | 0.00 | 0.00 | 24.14K |
ISHARES TRSOLE | MSCI USA QLT FCT | 13.81K | SH | $2.65M 1.68% | 0.00 | 0.00 | 13.81K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 44.69K | SH | $2.60M 1.64% | 0.00 | 0.00 | 44.69K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 102K | SH | $2.56M 1.62% | 0.00 | 0.00 | 102K |
ISHARES INCSOLE | EMNG MKTS EQT | 41.53K | SH | $2.51M 1.59% | 0.00 | 0.00 | 41.53K |
ISHARES TRSOLE | IBONDS DEC 27 | 74.96K | SH | $1.91M 1.21% | 0.00 | 0.00 | 74.96K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 12.73K | SH | $1.89M 1.19% | 0.00 | 0.00 | 12.73K |
ISHARES TRSOLE | IBONDS DEC 26 | 71.55K | SH | $1.83M 1.16% | 0.00 | 0.00 | 71.55K |
FIDELITY MERRIMACK STR TRSOLE | LOW DURTIN ETF | 34.05K | SH | $1.70M 1.08% | 0.00 | 0.00 | 34.05K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 41.76K | SH | $1.55M 0.98% | 0.00 | 0.00 | 41.76K |