NEWTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
44.2%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 4.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 208.79K | SH | $124.76M 23.19% | 0.00 | 0.00 | 208.79K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.21M | SH | $70.55M 13.12% | 0.00 | 0.00 | 1.21M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 662.48K | SH | $42.45M 7.89% | 0.00 | 0.00 | 662.48K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 182.97K | SH | $37.66M 7.00% | 0.00 | 0.00 | 182.97K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 94.34K | SH | $30.27M 5.63% | 0.00 | 0.00 | 94.34K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 396.35K | SH | $19.80M 3.68% | 0.00 | 0.00 | 396.35K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 332.30K | SH | $19.79M 3.68% | 0.00 | 0.00 | 332.30K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 296.25K | SH | $16.19M 3.01% | 0.00 | 0.00 | 296.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 70.91K | SH | $13.91M 2.59% | 0.00 | 0.00 | 70.91K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 105.24K | SH | $11.62M 2.16% | 0.00 | 0.00 | 105.24K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 48.17K | SH | $10.47M 1.95% | 0.00 | 0.00 | 48.17K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 30.10K | SH | $8.99M 1.67% | 0.00 | 0.00 | 30.10K |
APPLE INCSOLE | COM | 32.83K | SH | $8.33M 1.55% | 0.00 | 0.00 | 32.83K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 62.01K | SH | $6.27M 1.17% | 0.00 | 0.00 | 62.01K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 72.72K | SH | $5.61M 1.04% | 0.00 | 0.00 | 72.72K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.52K | SH | $5.57M 1.03% | 0.00 | 0.00 | 8.52K |
META PLATFORMS INCSOLE | CL A | 8.93K | SH | $5.11M 0.95% | 0.00 | 0.00 | 8.93K |
ISHARES TRSOLE | 3YRTB ETF | 59.89K | SH | $4.44M 0.83% | 0.00 | 0.00 | 59.89K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.54K | SH | $4.33M 0.81% | 0.00 | 0.00 | 16.54K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.95K | SH | $3.87M 0.72% | 0.00 | 0.00 | 5.95K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.14K | SH | $3.47M 0.65% | 0.00 | 0.00 | 8.14K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.28K | SH | $3.24M 0.60% | 0.00 | 0.00 | 11.28K |
MICROSOFT CORPSOLE | COM | 8.69K | SH | $3.22M 0.60% | 0.00 | 0.00 | 8.69K |
NVIDIA CORPORATIONSOLE | COM | 17.25K | SH | $3.01M 0.56% | 0.00 | 0.00 | 17.25K |
ISHARES TRSOLE | CORE MSCI EAFE | 28.45K | SH | $2.58M 0.48% | 0.00 | 0.00 | 28.45K |