BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
10.7%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 11.56M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.56M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 57.25K | SH | $37.40M 4.54% | 0.00 | 0.00 | 57.25K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 375.43K | SH | $28.74M 3.49% | 0.00 | 0.00 | 375.43K |
APPLE INCSOLE | COM | 87.38K | SH | $22.18M 2.69% | 0.00 | 0.00 | 87.38K |
MICROSOFT CORPSOLE | COM | 44.15K | SH | $16.34M 1.98% | 0.00 | 0.00 | 44.15K |
ISHARES TRSOLE | MSCI USA QLT FCT | 85.06K | SH | $16.32M 1.98% | 0.00 | 0.00 | 85.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 531.26K | SH | $16.30M 1.98% | 0.00 | 0.00 | 531.26K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 126.50K | SH | $14.31M 1.74% | 0.00 | 0.00 | 126.50K |
ISHARES TRSOLE | S&P 500 VAL ETF | 62.81K | SH | $13.26M 1.61% | 0.00 | 0.00 | 62.81K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 250.24K | SH | $12.48M 1.52% | 0.00 | 0.00 | 250.24K |
NVIDIA CORPORATIONSOLE | COM | 70.21K | SH | $12.24M 1.49% | 0.00 | 0.00 | 70.21K |
ALPHABET INCSOLE | CAP STK CL A | 42.31K | SH | $12.17M 1.48% | 0.00 | 0.00 | 42.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.50K | SH | $12.03M 1.46% | 0.00 | 0.00 | 18.50K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 198.74K | SH | $11.56M 1.40% | 0.00 | 0.00 | 198.74K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 465.47K | SH | $10.81M 1.31% | 0.00 | 0.00 | 465.47K |
ALPHABET INCSOLE | CAP STK CL C | 34.40K | SH | $9.87M 1.20% | 0.00 | 0.00 | 34.40K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.11K | SH | $9.16M 1.11% | 0.00 | 0.00 | 19.11K |
ISHARES TRSOLE | CORE UNIVRSL USD | 190.83K | SH | $8.81M 1.07% | 0.00 | 0.00 | 190.83K |
ISHARES TRSOLE | MSCI ACWI EX US | 117.23K | SH | $8.03M 0.97% | 0.00 | 0.00 | 117.23K |
AMAZON COM INCSOLE | COM | 37.91K | SH | $7.90M 0.96% | 0.00 | 0.00 | 37.91K |
ISHARES TRSOLE | CORE MSCI EAFE | 86.78K | SH | $7.86M 0.95% | 0.00 | 0.00 | 86.78K |
ISHARES TRSOLE | CORE S&P MCP ETF | 113.16K | SH | $7.64M 0.93% | 0.00 | 0.00 | 113.16K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 98.77K | SH | $7.27M 0.88% | 0.00 | 0.00 | 98.77K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 158.40K | SH | $7.26M 0.88% | 0.00 | 0.00 | 158.40K |
ISHARES TRSOLE | CORE S&P SCP ETF | 57.82K | SH | $7.19M 0.87% | 0.00 | 0.00 | 57.82K |
ISHARES TRSOLE | MSCI USA MIN VOL | 74.22K | SH | $6.88M 0.84% | 0.00 | 0.00 | 74.22K |