SPRINGFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
8.0%
Top 10 weight
16.7%
Voting Authority Distribution
Total shares with voting rights: 608.79M
Full voting authority
0.00
shares
Joint voting authority
608.79M
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 | 2.83M | SH | $2.12B 4.33% | 0.00 | 2.83M | 0.00 |
NVIDIA CORPORATIONDFND | COM | 4.53M | SH | $906.03M 1.85% | 0.00 | 4.53M | 0.00 |
APPLE INCDFND | COM | 3.08M | SH | $890.56M 1.82% | 0.00 | 3.08M | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 906.55K | SH | $667.58M 1.36% | 0.00 | 906.55K | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 9.15M | SH | $652.02M 1.33% | 0.00 | 9.15M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHARES US EQUIT | 9.13M | SH | $621.01M 1.27% | 0.00 | 9.13M | 0.00 |
MICROSOFT CORPDFND | COM | 1.64M | SH | $609.99M 1.24% | 0.00 | 1.64M | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 853.26K | SH | $586.03M 1.20% | 0.00 | 853.26K | 0.00 |
AMAZON COM INCDFND | COM | 2.42M | SH | $576.96M 1.18% | 0.00 | 2.42M | 0.00 |
ISHARES TRDFND | S&P 500 GRWT ETF | 3.98M | SH | $547.80M 1.12% | 0.00 | 3.98M | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.52M | SH | $542.17M 1.11% | 0.00 | 1.52M | 0.00 |
ISHARES TRDFND | CORE UNIVRSL USD | 11.41M | SH | $526.38M 1.07% | 0.00 | 11.41M | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 689.89K | SH | $515.19M 1.05% | 0.00 | 689.89K | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 5.99M | SH | $495.92M 1.01% | 0.00 | 5.99M | 0.00 |
ISHARES TRDFND | CORE MSCI EAFE | 4.64M | SH | $447.68M 0.91% | 0.00 | 4.64M | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 4.64M | SH | $399.90M 0.82% | 0.00 | 4.64M | 0.00 |
ISHARES TRDFND | S&P 500 VAL ETF | 1.70M | SH | $384.90M 0.79% | 0.00 | 1.70M | 0.00 |
SCHWAB STRATEGIC TRDFND | US LCAP GR ETF | 10.84M | SH | $366.87M 0.75% | 0.00 | 10.84M | 0.00 |
BLACKROCK ETF TRUSTDFND | DYNAMIC EQTY ACT | 12.46M | SH | $345.72M 0.71% | 0.00 | 12.46M | 0.00 |
BLACKROCK ETF TRUSTDFND | ISHA I IN TE ETF | 6.16M | SH | $324.80M 0.66% | 0.00 | 6.16M | 0.00 |
FIDELITY COVINGTON TRUSTDFND | ENHANCED LARGE | 7.20M | SH | $314.79M 0.64% | 0.00 | 7.20M | 0.00 |
META PLATFORMS INCDFND | CL A | 555.37K | SH | $312.83M 0.64% | 0.00 | 555.37K | 0.00 |
JPMORGAN CHASE & CODFND | COM | 950.86K | SH | $311.25M 0.64% | 0.00 | 950.86K | 0.00 |
VANGUARD INDEX FDSDFND | VALUE ETF | 1.42M | SH | $309.65M 0.63% | 0.00 | 1.42M | 0.00 |
BROADCOM INCDFND | COM | 816.62K | SH | $308.48M 0.63% | 0.00 | 816.62K | 0.00 |