HANOVER, NH
Allocation by class
Portfolio Concentration
Top 3 weight
18.3%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 15.13M
Full voting authority
15.05M
shares
Joint voting authority
1.04K
shares
No voting authority
77.78K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE DIVIDEND GROWTH ETFSOLE | Com | 1.16M | SH | $88.09M 7.06% | 1.16M | 0.00 | 2.06K |
ISHARES CORE S&P 500 ETFSOLE | Com | 100.50K | SH | $75.26M 6.04% | 100.34K | 0.00 | 156.00 |
APPLE INCSOLE | Com | 224.94K | SH | $65.09M 5.22% | 223.07K | 0.00 | 1.86K |
ISHARES CORE MSCI EAFE ETFSOLE | Com | 582.04K | SH | $56.21M 4.51% | 578.98K | 0.00 | 3.06K |
BROADCOM INCSOLE | Com | 113.27K | SH | $42.79M 3.43% | 111.62K | 0.00 | 1.65K |
MICROSOFT CORPSOLE | Com | 106.95K | SH | $39.89M 3.20% | 106.13K | 0.00 | 822.00 |
DIMENSIONAL EMERG CORE EQ MKT ETFSOLE | Com | 973.04K | SH | $39.13M 3.14% | 968.06K | 0.00 | 4.97K |
ALPHABET INC CL ASOLE | Com | 87.50K | SH | $31.27M 2.51% | 86.49K | 0.00 | 1.01K |
FEDERATED HERMES MDT MKT NEUTRAL FUNDSOLE | Com | 1.39M | SH | $30.61M 2.45% | 1.38M | 141.00 | 10.33K |
ARTISAN PARTNERS INTERNATIONAL VALUE FUNDSOLE | Com | 491.99K | SH | $29.51M 2.37% | 488.22K | 0.00 | 3.77K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | Com | 821.53K | SH | $26.05M 2.09% | 818.73K | 0.00 | 2.80K |
DFA SHORT DURA REAL RET PORTFOLIO FUNDSOLE | Com | 2.22M | SH | $23.88M 1.92% | 2.21M | 395.00 | 8.73K |
VICTORYSHARES FREE CASH FLOW ETFSOLE | Com | 516.25K | SH | $23.62M 1.89% | 512.68K | 0.00 | 3.57K |
JPMORGAN CHASE & COSOLE | Com | 70.78K | SH | $23.17M 1.86% | 70.47K | 0.00 | 304.00 |
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFSOLE | Com | 486.62K | SH | $22.24M 1.78% | 483.51K | 0.00 | 3.12K |
INVESCO KBW BANK PORT ETFSOLE | Com | 234.33K | SH | $21.79M 1.75% | 232.56K | 0.00 | 1.77K |
ISHARES MSCI INTL QUAL FACTOR ETFSOLE | Com | 432.94K | SH | $21.45M 1.72% | 431.92K | 0.00 | 1.02K |
CISCO SYSTEMS INCSOLE | Com | 174.67K | SH | $20.52M 1.65% | 173.36K | 0.00 | 1.31K |
VANGUARD MID CAP VALUE ETFSOLE | Com | 102.55K | SH | $20.26M 1.63% | 101.83K | 0.00 | 720.00 |
AMAZON COM INCSOLE | Com | 74.53K | SH | $17.76M 1.42% | 73.84K | 0.00 | 685.00 |
BERKSHIRE HATHAWAY INC BSOLE | Com | 30.39K | SH | $15.21M 1.22% | 30.12K | 0.00 | 266.00 |
VISA INCSOLE | Com | 43.36K | SH | $14.88M 1.19% | 43.16K | 0.00 | 205.00 |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | Com | 153.01K | SH | $13.42M 1.08% | 152.62K | 0.00 | 400.00 |
FLEXSHARES QUALITY DVD ETFSOLE | Com | 148.47K | SH | $13.35M 1.07% | 146.97K | 0.00 | 1.50K |
JPMORGAN US QUALITY FACTOR ETFSOLE | Com | 170.88K | SH | $12.35M 0.99% | 170.88K | 0.00 | 0.00 |