SOUTH BURLINGTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
35.8%
Top 10 weight
66.4%
Voting Authority Distribution
Total shares with voting rights: 8.91M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.91M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 528.71K | SH | $115.88M 13.52% | 0.00 | 0.00 | 527.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.20M | SH | $102.56M 11.96% | 0.00 | 0.00 | 1.20M |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 883.01K | SH | $88.22M 10.29% | 0.00 | 0.00 | 881.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 590.10K | SH | $47.51M 5.54% | 0.00 | 0.00 | 586.81K |
ISHARES INCSOLE | CORE MSCI EMKT | 536.81K | SH | $42.86M 5.00% | 0.00 | 0.00 | 536.10K |
ISHARES TRSOLE | CORE MSCI EAFE | 388.51K | SH | $37.80M 4.41% | 0.00 | 0.00 | 386.59K |
ISHARES TRSOLE | MSCI ACWI ETF | 241.10K | SH | $37.65M 4.39% | 0.00 | 0.00 | 241.10K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 597.93K | SH | $35.16M 4.10% | 0.00 | 0.00 | 596.85K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 412.15K | SH | $31.13M 3.63% | 0.00 | 0.00 | 412.15K |
ISHARES TRSOLE | CORE S&P SCP ETF | 210.27K | SH | $30.80M 3.59% | 0.00 | 0.00 | 210.27K |
ISHARES TRSOLE | GLOBAL MATER ETF | 185.83K | SH | $20.03M 2.34% | 0.00 | 0.00 | 185.83K |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 387.55K | SH | $19.30M 2.25% | 0.00 | 0.00 | 387.55K |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 398.35K | SH | $18.65M 2.17% | 0.00 | 0.00 | 398.35K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 22.77K | SH | $16.96M 1.98% | 0.00 | 0.00 | 22.77K |
VANGUARD INSTL INDEX FDSOLE | ULTRA-SHORT TREA | 207.20K | SH | $15.64M 1.82% | 0.00 | 0.00 | 207.20K |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 117.50K | SH | $13.66M 1.59% | 0.00 | 0.00 | 116.37K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 40.97K | SH | $9.78M 1.14% | 0.00 | 0.00 | 40.97K |
MATTHEWS INTL FDSSOLE | PACIFIC TIGER AC | 229.27K | SH | $9.74M 1.14% | 0.00 | 0.00 | 229.27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 95.84K | SH | $8.76M 1.02% | 0.00 | 0.00 | 95.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 64.36K | SH | $6.72M 0.78% | 0.00 | 0.00 | 64.36K |
ISHARES TRSOLE | S&P 500 VAL ETF | 29.08K | SH | $6.69M 0.78% | 0.00 | 0.00 | 29.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 19.30K | SH | $5.80M 0.68% | 0.00 | 0.00 | 19.30K |
APPLE INCSOLE | COM | 16.20K | SH | $5.00M 0.58% | 0.00 | 0.00 | 16.20K |
BNY MELLON ETF TRUSTSOLE | CONCENTRATED INT | 91.29K | SH | $4.93M 0.57% | 0.00 | 0.00 | 91.29K |
ISHARES INCSOLE | EM MKT SM-CP ETF | 56.45K | SH | $4.23M 0.49% | 0.00 | 0.00 | 56.45K |