BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
60.5%
Voting Authority Distribution
Total shares with voting rights: 27.77M
Full voting authority
27.77M
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 Core S&P 500 ETFSOLE | CORE S&P500 ETF | 733.19K | SH | $549.08M 19.37% | 733.19K | 0.00 | 0.00 |
iShares Core MSCI Emerging Markets ETFSOLE | CORE MSCI EMKT | 2.13M | SH | $176.43M 6.22% | 2.13M | 0.00 | 0.00 |
Vanguard Short-Term Treasury ETFSOLE | SHORT TERM TREAS | 2.79M | SH | $162.34M 5.73% | 2.79M | 0.00 | 0.00 |
iShares Currency Hedged MSCI EAFE ETFSOLE | HDG MSCI EAFE | 3.42M | SH | $160.46M 5.66% | 3.42M | 0.00 | 0.00 |
Vanguard Value ETFSOLE | VALUE ETF | 696.73K | SH | $151.84M 5.36% | 696.73K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 166.50K | SH | $114.36M 4.03% | 166.50K | 0.00 | 0.00 |
iShares MSCI Emerging Markets ex China ETFSOLE | ETF - EQUITY | 1.04M | SH | $106.87M 3.77% | 1.04M | 0.00 | 0.00 |
iShares 0-5 Year TIPS Bond ETFSOLE | 0-5 YR TIPS ETF | 1.01M | SH | $103.69M 3.66% | 1.01M | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | TT WRLD ST ETF | 606.90K | SH | $95.25M 3.36% | 606.90K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 966.29K | SH | $93.32M 3.29% | 966.29K | 0.00 | 0.00 |
Xtrackers MSCI Japan Hedged Equity ETFSOLE | XTRACK MSCI JAPN | 625.80K | SH | $71.84M 2.53% | 625.80K | 0.00 | 0.00 |
iShares Core S&P Total US Stock Market ETFSOLE | CORE S&P TTL STK | 421.88K | SH | $69.30M 2.44% | 421.88K | 0.00 | 0.00 |
iShares 0-3 Month Treasury Bond ETFSOLE | 0-3 MNTH TREASRY | 632.08K | SH | $63.63M 2.24% | 632.08K | 0.00 | 0.00 |
iShares TIPS Bond ETFSOLE | TIPS BD ETF | 574.22K | SH | $62.84M 2.22% | 574.22K | 0.00 | 0.00 |
iShares 7-10 Year Treasury Bond ETFSOLE | 7-10 YR TRSY BD | 513.24K | SH | $48.54M 1.71% | 513.24K | 0.00 | 0.00 |
iShares Global REIT ETFSOLE | GLOBAL REIT ETF | 1.63M | SH | $45.07M 1.59% | 1.63M | 0.00 | 0.00 |
Vanguard Intermediate-Term Treasury ETFSOLE | INTER TERM TREAS | 673.16K | SH | $39.70M 1.40% | 673.16K | 0.00 | 0.00 |
iShares MSCI ACWI ETFSOLE | MSCI ACWI ETF | 241.68K | SH | $37.94M 1.34% | 241.68K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 49.20K | SH | $36.74M 1.30% | 49.20K | 0.00 | 0.00 |
Synopsys IncSOLE | COM | 49.20K | SH | $36.74M 1.30% | 49.20K | 0.00 | 0.00 |
iShares Gold TrustSOLE | ISHARES | 397.82K | SH | $30.04M 1.06% | 397.82K | 0.00 | 0.00 |
iShares J.P. Morgan EM Local Currency Bond ETFSOLE | JP MORGAN EM ETF | 524.42K | SH | $22.25M 0.78% | 524.42K | 0.00 | 0.00 |
WisdomTree Japan Hedged Equity FundSOLE | JAPN HEDGE EQT | 118.14K | SH | $20.50M 0.72% | 118.14K | 0.00 | 0.00 |
iShares Short-Term National Muni Bond ETFSOLE | SHRT NAT MUN ETF | 189.85K | SH | $20.21M 0.71% | 189.85K | 0.00 | 0.00 |
Vanguard Russell 2000 ETFSOLE | VNG RUS2000IDX | 165.26K | SH | $20.07M 0.71% | 165.26K | 0.00 | 0.00 |