ANDOVER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
33.2%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 2.75M
Full voting authority
2.75M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD DIVIDENDSOLE | UIT EXCHANGE TRADED | 100.58K | SH | $21.63M 13.49% | 100.58K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDENDSOLE | UIT EXCHANGE TRADED | 117.65K | SH | $17.42M 10.86% | 117.65K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPEDSOLE | UIT EXCHANGE TRADED | 220.83K | SH | $14.15M 8.82% | 220.83K | 0.00 | 0.00 |
VANGUARD FTSE EMERGINGSOLE | UIT EXCHANGE TRADED | 240.97K | SH | $13.02M 8.12% | 240.97K | 0.00 | 0.00 |
ISHARES 5-10 YEARSOLE | UIT EXCHANGE TRADED | 213.86K | SH | $11.38M 7.10% | 213.86K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 17.68K | SH | $10.57M 6.59% | 17.68K | 0.00 | 0.00 |
ISHARES 10 YEARSOLE | UIT EXCHANGE TRADED | 180.80K | SH | $8.97M 5.59% | 180.80K | 0.00 | 0.00 |
ISHARES 1-5 YEARSOLE | UIT EXCHANGE TRADED | 124.66K | SH | $6.55M 4.09% | 124.66K | 0.00 | 0.00 |
EVOLV TECHNOLOGIES HLDGSSOLE | COMMON STOCK | 850.42K | SH | $5.15M 3.21% | 850.42K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEXSOLE | UIT EXCHANGE TRADED | 16.36K | SH | $4.70M 2.93% | 16.36K | 0.00 | 0.00 |
VANGUARD UTILITIES INDEXSOLE | UIT EXCHANGE TRADED | 23.39K | SH | $4.63M 2.89% | 23.39K | 0.00 | 0.00 |
FRANKLIN FTSE JAPAN ETFSOLE | UIT EXCHANGE TRADED | 102.48K | SH | $3.71M 2.31% | 102.48K | 0.00 | 0.00 |
INVESCO SENIOR LOAN ETFSOLE | UIT EXCHANGE TRADED | 153.16K | SH | $3.13M 1.95% | 153.16K | 0.00 | 0.00 |
VANGUARD SMALL-CAP INDEXSOLE | UIT EXCHANGE TRADED | 11.68K | SH | $3.06M 1.91% | 11.68K | 0.00 | 0.00 |
VANGUARD INTER-TERMSOLE | UIT EXCHANGE TRADED | 49.96K | SH | $2.98M 1.85% | 49.96K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGHSOLE | UIT EXCHANGE TRADED | 33.40K | SH | $2.66M 1.66% | 33.40K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLDSOLE | UIT EXCHANGE TRADED | 15.12K | SH | $2.20M 1.37% | 15.12K | 0.00 | 0.00 |
ISHARES MSCI UNITEDSOLE | UIT EXCHANGE TRADED | 46.55K | SH | $2.12M 1.32% | 46.55K | 0.00 | 0.00 |
FRANKLIN FTSE INDIA ETFSOLE | UIT EXCHANGE TRADED | 47.36K | SH | $1.57M 0.98% | 47.36K | 0.00 | 0.00 |
STATE STREET SPDR S&PSOLE | UIT EXCHANGE TRADED | 16.82K | SH | $1.57M 0.98% | 16.82K | 0.00 | 0.00 |
PIMCO ENHANCED SHORTSOLE | UIT EXCHANGE TRADED | 15.13K | SH | $1.52M 0.95% | 15.13K | 0.00 | 0.00 |
ISHARES RUSSELL 2000SOLE | UIT EXCHANGE TRADED | 5.40K | SH | $1.34M 0.84% | 5.40K | 0.00 | 0.00 |
ISHARES RUSSELL 1000SOLE | UIT EXCHANGE TRADED | 3.43K | SH | $1.20M 0.75% | 3.43K | 0.00 | 0.00 |
VANGUARD COMMUNICATIONSOLE | UIT EXCHANGE TRADED | 5.77K | SH | $1.04M 0.65% | 5.77K | 0.00 | 0.00 |
VANGUARD LONG-TERM TREASSOLE | UIT EXCHANGE TRADED | 18.59K | SH | $1.03M 0.64% | 18.59K | 0.00 | 0.00 |