WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
25.5%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 12.53M
Full voting authority
12.53M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 447.67K | SH | $66.56M 8.80% | 447.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 812.35K | SH | $65.17M 8.62% | 812.35K | 0.00 | 0.00 |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 893.72K | SH | $61.18M 8.09% | 893.72K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 1.20M | SH | $57.69M 7.63% | 1.20M | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 1.78M | SH | $55.11M 7.29% | 1.78M | 0.00 | 0.00 |
PACER FDS TRSOLE | US CASH COWS 100 | 831.66K | SH | $50.04M 6.62% | 831.66K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 965.97K | SH | $49.32M 6.52% | 965.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 130.80K | SH | $43.85M 5.80% | 130.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.45M | SH | $41.83M 5.53% | 1.45M | 0.00 | 0.00 |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 730.97K | SH | $28.04M 3.71% | 730.97K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 928.15K | SH | $24.57M 3.25% | 928.15K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 277.87K | SH | $23.41M 3.10% | 277.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 45.53K | SH | $22.21M 2.94% | 45.53K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 50.38K | SH | $19.49M 2.58% | 50.38K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 37.25K | SH | $17.63M 2.33% | 37.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.53K | SH | $12.38M 1.64% | 45.53K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 270.18K | SH | $12.17M 1.61% | 270.18K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 406.40K | SH | $11.90M 1.57% | 406.40K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 191.39K | SH | $10.68M 1.41% | 191.39K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 103.05K | SH | $10.08M 1.33% | 103.05K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 119.70K | SH | $8.53M 1.13% | 119.70K | 0.00 | 0.00 |
ISHARES INCSOLE | ESG AWR MSCI EM | 151.19K | SH | $6.68M 0.88% | 151.19K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 89.71K | SH | $6.43M 0.85% | 89.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.08K | SH | $5.07M 0.67% | 8.08K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 12.49K | SH | $3.82M 0.50% | 12.49K | 0.00 | 0.00 |