SPRINGFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
7.0%
Top 10 weight
15.7%
Voting Authority Distribution
Total shares with voting rights: 477.55M
Full voting authority
0.00
shares
Joint voting authority
477.55M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P500 ETF | 1.82M | SH | $1.19B 3.30% | 0.00 | 1.82M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 3.88M | SH | $676.96M 1.88% | 0.00 | 3.88M | 0.00 |
APPLE INCDFND | COM | 2.57M | SH | $652.42M 1.81% | 0.00 | 2.57M | 0.00 |
MICROSOFT CORPDFND | COM | 1.35M | SH | $498.66M 1.38% | 0.00 | 1.35M | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 7.60M | SH | $487.02M 1.35% | 0.00 | 7.60M | 0.00 |
AMAZON COM INCDFND | COM | 2.13M | SH | $442.62M 1.23% | 0.00 | 2.13M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 756.93K | SH | $436.88M 1.21% | 0.00 | 756.93K | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 6.22M | SH | $434.04M 1.20% | 0.00 | 6.22M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 7.24M | SH | $421.05M 1.17% | 0.00 | 7.24M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 679.38K | SH | $405.96M 1.13% | 0.00 | 679.38K | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 613.23K | SH | $398.81M 1.11% | 0.00 | 613.23K | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.34M | SH | $377.33M 1.05% | 0.00 | 3.34M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.28M | SH | $367.85M 1.02% | 0.00 | 1.28M | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 4.02M | SH | $363.96M 1.01% | 0.00 | 4.02M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.72M | SH | $363.41M 1.01% | 0.00 | 1.72M | 0.00 |
ISHARES TRDFND | CORE UNIVRSL USD | 7.27M | SH | $335.58M 0.93% | 0.00 | 7.27M | 0.00 |
ISHARES TRDFND | EAFE VALUE ETF | 3.94M | SH | $292.73M 0.81% | 0.00 | 3.94M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 663.01K | SH | $289.60M 0.80% | 0.00 | 663.01K | 0.00 |
ISHARES TRDFND | MSCI USA QLT FCT | 1.42M | SH | $271.92M 0.75% | 0.00 | 1.42M | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 9.07M | SH | $264.18M 0.73% | 0.00 | 9.07M | 0.00 |
META PLATFORMS INCDFND | CL A | 452.51K | SH | $258.89M 0.72% | 0.00 | 452.51K | 0.00 |
BLACKROCK ETF TRUSTDFND | DYNAMIC EQTY ACT | 10.38M | SH | $252.31M 0.70% | 0.00 | 10.38M | 0.00 |
JPMORGAN CHASE & CODFND | COM | 795.26K | SH | $233.93M 0.65% | 0.00 | 795.26K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.17M | SH | $230.19M 0.64% | 0.00 | 1.17M | 0.00 |
FIDELITY COVINGTON TRUSTDFND | ENHANCED LARGE | 6.12M | SH | $229.39M 0.64% | 0.00 | 6.12M | 0.00 |