BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
32.4%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 27.90M
Full voting authority
27.90M
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 | 821.85K | SH | $536.84M 20.22% | 821.85K | 0.00 | 0.00 |
Vanguard Short-Term Treasury ETFSOLE | SHORT TERM TREAS | 2.92M | SH | $170.77M 6.43% | 2.92M | 0.00 | 0.00 |
iShares Core MSCI Emerging Markets ETFSOLE | CORE MSCI EMKT | 2.19M | SH | $152.55M 5.75% | 2.19M | 0.00 | 0.00 |
iShares Currency Hedged MSCI EAFE ETFSOLE | HDG MSCI EAFE | 3.58M | SH | $152.10M 5.73% | 3.58M | 0.00 | 0.00 |
Vanguard Value ETFSOLE | VALUE ETF | 640.49K | SH | $125.66M 4.73% | 640.49K | 0.00 | 0.00 |
iShares 0-5 Year TIPS Bond ETFSOLE | 0-5 YR TIPS ETF | 983.85K | SH | $101.76M 3.83% | 983.85K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 163.08K | SH | $97.45M 3.67% | 163.08K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 919.86K | SH | $83.28M 3.14% | 919.86K | 0.00 | 0.00 |
iShares MSCI Emerging Markets ex China ETFSOLE | ETF - EQUITY | 1.02M | SH | $80.41M 3.03% | 1.02M | 0.00 | 0.00 |
iShares Core S&P Total US Stock Market ETFSOLE | CORE S&P TTL STK | 484.52K | SH | $69.01M 2.60% | 484.52K | 0.00 | 0.00 |
Vanguard Total World Stock ETFSOLE | TT WRLD ST ETF | 493.68K | SH | $68.29M 2.57% | 493.68K | 0.00 | 0.00 |
Xtrackers MSCI Japan Hedged Equity ETFSOLE | XTRACK MSCI JAPN | 655.35K | SH | $66.20M 2.49% | 655.35K | 0.00 | 0.00 |
iShares TIPS Bond ETFSOLE | TIPS BD ETF | 569.23K | SH | $62.82M 2.37% | 569.23K | 0.00 | 0.00 |
iShares 0-3 Month Treasury Bond ETFSOLE | 0-3 MNTH TREASRY | 590.98K | SH | $59.49M 2.24% | 590.98K | 0.00 | 0.00 |
iShares 7-10 Year Treasury Bond ETFSOLE | 7-10 YR TRSY BD | 544.56K | SH | $51.97M 1.96% | 544.56K | 0.00 | 0.00 |
iShares Global REIT ETFSOLE | GLOBAL REIT ETF | 1.60M | SH | $40.14M 1.51% | 1.60M | 0.00 | 0.00 |
Vanguard Intermediate-Term Treasury ETFSOLE | INTER TERM TREAS | 652.46K | SH | $38.85M 1.46% | 652.46K | 0.00 | 0.00 |
Synopsys IncSOLE | COM | 57.18K | SH | $37.19M 1.40% | 57.18K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | TR UNIT | 57.18K | SH | $37.19M 1.40% | 57.18K | 0.00 | 0.00 |
iShares Gold TrustSOLE | ISHARES | 406.43K | SH | $35.83M 1.35% | 406.43K | 0.00 | 0.00 |
iShares MSCI ACWI ETFSOLE | MSCI ACWI ETF | 223.03K | SH | $30.86M 1.16% | 223.03K | 0.00 | 0.00 |
iShares Short-Term National Muni Bond ETFSOLE | SHRT NAT MUN ETF | 222.27K | SH | $23.67M 0.89% | 222.27K | 0.00 | 0.00 |
iShares J.P. Morgan EM Local Currency Bond ETFSOLE | JP MORGAN EM ETF | 571.45K | SH | $23.32M 0.88% | 571.45K | 0.00 | 0.00 |
VanEck J. P. Morgan EM Local Currency Bond ETFSOLE | JP MRGAN EM LOC | 773.33K | SH | $19.42M 0.73% | 773.33K | 0.00 | 0.00 |
iShares Currency Hedged MSCI Japan ETFSOLE | HDG MSCI JAPAN | 343.80K | SH | $19.35M 0.73% | 343.80K | 0.00 | 0.00 |