BURLINGTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
28.9%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 16.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
16.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.36M | SH | $153.53M 12.29% | 0.00 | 0.00 | 5.36M |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 731.08K | SH | $108.27M 8.67% | 0.00 | 0.00 | 731.08K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 165.56K | SH | $98.93M 7.92% | 0.00 | 0.00 | 165.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.55M | SH | $93.41M 7.48% | 0.00 | 0.00 | 3.55M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 203.85K | SH | $89.04M 7.13% | 0.00 | 0.00 | 203.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.06M | SH | $81.12M 6.49% | 0.00 | 0.00 | 1.06M |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 261.25K | SH | $62.08M 4.97% | 0.00 | 0.00 | 261.25K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 308.51K | SH | $59.21M 4.74% | 0.00 | 0.00 | 308.51K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 129.09K | SH | $39.02M 3.12% | 0.00 | 0.00 | 129.09K |
ISHARES TRSOLE | CORE S&P SCP ETF | 310.42K | SH | $38.59M 3.09% | 0.00 | 0.00 | 310.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 737.20K | SH | $35.62M 2.85% | 0.00 | 0.00 | 737.20K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 328.21K | SH | $32.64M 2.61% | 0.00 | 0.00 | 328.21K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 281.65K | SH | $28.35M 2.27% | 0.00 | 0.00 | 281.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 201.26K | SH | $19.04M 1.52% | 0.00 | 0.00 | 201.26K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 145.77K | SH | $16.74M 1.34% | 0.00 | 0.00 | 145.77K |
ISHARES TRSOLE | CORE US AGGBD ET | 135.58K | SH | $13.46M 1.08% | 0.00 | 0.00 | 135.58K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 130.98K | SH | $13.33M 1.07% | 0.00 | 0.00 | 130.98K |
ISHARES TRSOLE | 20 YR TR BD ETF | 151.04K | SH | $13.09M 1.05% | 0.00 | 0.00 | 151.04K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 111.75K | SH | $12.55M 1.00% | 0.00 | 0.00 | 111.75K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.45K | SH | $12.01M 0.96% | 0.00 | 0.00 | 37.45K |
APPLE INCSOLE | COM | 45.34K | SH | $11.51M 0.92% | 0.00 | 0.00 | 45.34K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.01K | SH | $11.11M 0.89% | 0.00 | 0.00 | 17.01K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 28.67K | SH | $10.63M 0.85% | 0.00 | 0.00 | 28.67K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 80.58K | SH | $8.89M 0.71% | 0.00 | 0.00 | 80.58K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.51K | SH | $8.14M 0.65% | 0.00 | 0.00 | 12.51K |