BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
31.8%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 73.92M
Full voting authority
73.92M
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 INDEX FDSSOLE | S&P 500 ETF SHS | 978.15K | SH | $584.50M 11.64% | 978.15K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 6.39M | SH | $528.84M 10.53% | 6.39M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 8.14M | SH | $484.61M 9.65% | 8.14M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 6.07M | SH | $480.82M 9.57% | 6.07M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 8.40M | SH | $465.15M 9.26% | 8.40M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 4.68M | SH | $359.78M 7.16% | 4.68M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 4.49M | SH | $287.55M 5.72% | 4.49M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 7.95M | SH | $211.48M 4.21% | 7.95M | 0.00 | 0.00 |
ISHARES TRSOLE | BROAD USD HIGH | 5.23M | SH | $192.70M 3.84% | 5.23M | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 2.33M | SH | $180.43M 3.59% | 2.33M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.02M | SH | $163.09M 3.25% | 3.02M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 704.92K | SH | $138.31M 2.75% | 704.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 626.53K | SH | $128.94M 2.57% | 626.53K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 881.83K | SH | $121.98M 2.43% | 881.83K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.99M | SH | $116.69M 2.32% | 1.99M | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 2.63M | SH | $111.37M 2.22% | 2.63M | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 2.31M | SH | $56.07M 1.12% | 2.31M | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | GLB NAT RESRCE | 731.73K | SH | $54.64M 1.09% | 731.73K | 0.00 | 0.00 |
ISHARES TRSOLE | GLB INFRASTR ETF | 781.67K | SH | $52.37M 1.04% | 781.67K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL REIT ETF | 2.08M | SH | $52.31M 1.04% | 2.08M | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 516.44K | SH | $47.87M 0.95% | 516.44K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 40.02K | SH | $26.03M 0.52% | 40.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 253.17K | SH | $22.92M 0.46% | 253.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO CRPORT | 724.23K | SH | $21.02M 0.42% | 724.23K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 46.03K | SH | $17.06M 0.34% | 46.03K | 0.00 | 0.00 |