LINCOLN, MA
Allocation by class
Portfolio Concentration
Top 3 weight
54.6%
Top 10 weight
73.7%
Voting Authority Distribution
Total shares with voting rights: 964.03K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
964.03K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 44.30K | SH | $28.94M 25.18% | 0.00 | 0.00 | 44.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 47.22K | SH | $28.22M 24.55% | 0.00 | 0.00 | 47.22K |
ISHARES TRSOLE | ULTRA SHORT DUR | 109.84K | SH | $5.56M 4.84% | 0.00 | 0.00 | 109.84K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 19.87K | SH | $3.90M 3.39% | 0.00 | 0.00 | 19.87K |
ISHARES INCSOLE | MSCI EMRG CHN | 46.58K | SH | $3.66M 3.19% | 0.00 | 0.00 | 46.58K |
ISHARES TRSOLE | CORE MSCI EAFE | 37.72K | SH | $3.41M 2.97% | 0.00 | 0.00 | 37.72K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 68.25K | SH | $3.27M 2.84% | 0.00 | 0.00 | 68.25K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 73.02K | SH | $2.84M 2.48% | 0.00 | 0.00 | 73.02K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 84.67K | SH | $2.55M 2.22% | 0.00 | 0.00 | 84.67K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.80K | SH | $2.35M 2.04% | 0.00 | 0.00 | 10.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.40K | SH | $1.73M 1.51% | 0.00 | 0.00 | 5.40K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 30.44K | SH | $1.61M 1.40% | 0.00 | 0.00 | 30.44K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 19.88K | SH | $1.56M 1.36% | 0.00 | 0.00 | 19.88K |
ISHARES TRSOLE | CORE S&P SCP ETF | 12.40K | SH | $1.54M 1.34% | 0.00 | 0.00 | 12.40K |
ISHARES TRSOLE | EAFE VALUE ETF | 18.60K | SH | $1.38M 1.20% | 0.00 | 0.00 | 18.60K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 13.80K | SH | $1.38M 1.20% | 0.00 | 0.00 | 13.80K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 30.53K | SH | $1.25M 1.08% | 0.00 | 0.00 | 30.53K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 23.75K | SH | $1.07M 0.93% | 0.00 | 0.00 | 23.75K |
ISHARES TRSOLE | SP SMCP600VL ETF | 8.53K | SH | $1.01M 0.88% | 0.00 | 0.00 | 8.53K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 18.98K | SH | $997.8K 0.87% | 0.00 | 0.00 | 18.98K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 19K | SH | $945.7K 0.82% | 0.00 | 0.00 | 19K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 10.54K | SH | $934.8K 0.81% | 0.00 | 0.00 | 10.54K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 23.41K | SH | $924.2K 0.80% | 0.00 | 0.00 | 23.41K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 18.65K | SH | $904.0K 0.79% | 0.00 | 0.00 | 18.65K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.34K | SH | $868.6K 0.76% | 0.00 | 0.00 | 1.34K |