CAPE ELIZABETH, ME
Allocation by class
Portfolio Concentration
Top 3 weight
36.5%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 506.54K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
506.54K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 45.23K | SH | $13.11M 23.65% | 0.00 | 0.00 | 45.23K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.31K | SH | $4.31M 7.77% | 0.00 | 0.00 | 7.31K |
ISHARES TRSOLE | CORE TOTAL USD | 62.71K | SH | $2.83M 5.11% | 0.00 | 0.00 | 62.71K |
APPLE INCSOLE | COM | 10.26K | SH | $2.57M 4.64% | 0.00 | 0.00 | 10.26K |
ISHARES TRSOLE | CORE DIV GRWTH | 40.92K | SH | $2.51M 4.53% | 0.00 | 0.00 | 40.92K |
ISHARES TRSOLE | EAFE VALUE ETF | 35.93K | SH | $1.89M 3.40% | 0.00 | 0.00 | 35.93K |
MICROSOFT CORPSOLE | COM | 3.26K | SH | $1.37M 2.48% | 0.00 | 0.00 | 3.26K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2K | SH | $1.24M 2.24% | 0.00 | 0.00 | 2K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 15.10K | SH | $1.13M 2.04% | 0.00 | 0.00 | 15.10K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.70K | SH | $1.12M 2.01% | 0.00 | 0.00 | 5.70K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 10.98K | SH | $1.11M 2.01% | 0.00 | 0.00 | 10.98K |
ISHARES TRSOLE | MSCI USA QLT FCT | 6.21K | SH | $1.11M 2.00% | 0.00 | 0.00 | 6.21K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 20.77K | SH | $1.02M 1.84% | 0.00 | 0.00 | 20.77K |
WALMART INCSOLE | COM | 10.79K | SH | $975.1K 1.76% | 0.00 | 0.00 | 10.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.06K | SH | $935.6K 1.69% | 0.00 | 0.00 | 2.06K |
ISHARES TRSOLE | MBS ETF | 9.99K | SH | $916.2K 1.65% | 0.00 | 0.00 | 9.99K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 3.54K | SH | $899.1K 1.62% | 0.00 | 0.00 | 3.54K |
AMAZON COM INCSOLE | COM | 4.04K | SH | $887.2K 1.60% | 0.00 | 0.00 | 4.04K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 10.33K | SH | $884.9K 1.60% | 0.00 | 0.00 | 10.33K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.58K | SH | $852.8K 1.54% | 0.00 | 0.00 | 1.58K |
BLACKROCK ETF TRUSTSOLE | US CARBON TRANS | 12.56K | SH | $804.3K 1.45% | 0.00 | 0.00 | 12.56K |
BROADCOM INCSOLE | COM | 3.37K | SH | $781.3K 1.41% | 0.00 | 0.00 | 3.37K |
BANK AMERICA CORPSOLE | COM | 16.06K | SH | $705.9K 1.27% | 0.00 | 0.00 | 16.06K |
ISHARES TRSOLE | EAFE GRWTH ETF | 7.21K | SH | $698.2K 1.26% | 0.00 | 0.00 | 7.21K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 12.56K | SH | $644.0K 1.16% | 0.00 | 0.00 | 12.56K |