FRAMINGHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
28.6%
Top 10 weight
58.0%
Voting Authority Distribution
Total shares with voting rights: 1.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 32.05K | SH | $24.00M 15.37% | 0.00 | 0.00 | 32.05K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 79.22K | SH | $10.90M 6.98% | 0.00 | 0.00 | 79.22K |
ISHARES TRSOLE | CORE UNIVRSL USD | 212.40K | SH | $9.80M 6.28% | 0.00 | 0.00 | 212.40K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 137.72K | SH | $9.37M 6.00% | 0.00 | 0.00 | 137.72K |
ISHARES TRSOLE | S&P 500 VAL ETF | 37.77K | SH | $8.58M 5.49% | 0.00 | 0.00 | 37.77K |
ISHARES INCSOLE | CORE MSCI EMKT | 85K | SH | $7.04M 4.51% | 0.00 | 0.00 | 85K |
ALPHABET INCSOLE | CAP STK CL A | 18.24K | SH | $6.52M 4.17% | 0.00 | 0.00 | 18.24K |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 93.83K | SH | $4.95M 3.17% | 0.00 | 0.00 | 93.83K |
ISHARES TRSOLE | EAFE GRWTH ETF | 38.01K | SH | $4.73M 3.03% | 0.00 | 0.00 | 38.01K |
ISHARES TRSOLE | EAFE VALUE ETF | 61.69K | SH | $4.72M 3.02% | 0.00 | 0.00 | 61.69K |
ISHARES TRSOLE | MSCI USA MMENTM | 11.88K | SH | $4.07M 2.61% | 0.00 | 0.00 | 11.88K |
BLACKROCK ETF TRUSTSOLE | ISHA US THEM ETF | 83.36K | SH | $3.59M 2.30% | 0.00 | 0.00 | 83.36K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 32.50K | SH | $3.26M 2.09% | 0.00 | 0.00 | 32.50K |
BLACKROCK ETF TRUSTSOLE | ISHA LA CORE ETF | 63.79K | SH | $3.21M 2.06% | 0.00 | 0.00 | 63.79K |
ALPHABET INCSOLE | CAP STK CL C | 7.56K | SH | $2.67M 1.71% | 0.00 | 0.00 | 7.56K |
BLACKROCK ETF TRUSTSOLE | ISHARES DEFENSE | 84K | SH | $2.67M 1.71% | 0.00 | 0.00 | 84K |
ISHARES TRSOLE | MSCI USA QLT FCT | 12.11K | SH | $2.66M 1.70% | 0.00 | 0.00 | 12.11K |
ISHARES TRSOLE | CORE S&P MCP ETF | 33.73K | SH | $2.60M 1.67% | 0.00 | 0.00 | 33.73K |
ISHARES TRSOLE | NATIONAL MUN ETF | 20.65K | SH | $2.22M 1.42% | 0.00 | 0.00 | 20.65K |
ISHARES TRSOLE | MBS ETF | 21.78K | SH | $2.06M 1.32% | 0.00 | 0.00 | 21.78K |
ISHARES TRSOLE | US TREAS BD ETF | 86.80K | SH | $1.98M 1.27% | 0.00 | 0.00 | 86.80K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 9.48K | SH | $1.81M 1.16% | 0.00 | 0.00 | 9.48K |
BLACKROCK ETF TRUSTSOLE | ISHA IN CTRY ETF | 40.76K | SH | $1.49M 0.96% | 0.00 | 0.00 | 40.76K |
APPLE INCSOLE | COM | 5.13K | SH | $1.48M 0.95% | 0.00 | 0.00 | 5.13K |
ISHARES TRSOLE | S&P 100 ETF | 3.79K | SH | $1.38M 0.89% | 0.00 | 0.00 | 3.79K |