PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Vanguard GroupSOLE | Vanguard FTSE Developed Markets ETF | 416.81K | SH | $26.71M 13.96% | 0.00 | 0.00 | 416.81K |
BlackrockSOLE | iShares MSCI Emerging Markets ex China ETF | 319.24K | SH | $25.11M 13.12% | 0.00 | 0.00 | 319.24K |
The Vanguard GroupSOLE | Vanguard ESG International Stock ETF | 287.85K | SH | $20.65M 10.79% | 0.00 | 0.00 | 287.85K |
The Vanguard GroupSOLE | Vanguard Total International Stock ETF | 241.48K | SH | $18.62M 9.73% | 0.00 | 0.00 | 241.48K |
BlackrockSOLE | iShares 0-5 Year TIPS Bond ETF | 162.12K | SH | $16.77M 8.76% | 0.00 | 0.00 | 162.12K |
The Vanguard GroupSOLE | Vanguard Extended Market ETF | 80.12K | SH | $16.49M 8.62% | 0.00 | 0.00 | 80.12K |
The Vanguard GroupSOLE | Vanguard FTSE Emerging Markets ETF | 252.18K | SH | $13.63M 7.12% | 0.00 | 0.00 | 252.18K |
The Vanguard GroupSOLE | Vanguard Total World Stock ETF | 83.67K | SH | $11.57M 6.05% | 0.00 | 0.00 | 83.67K |
The Vanguard GroupSOLE | Vanguard ESG U.S. Stock | 92.67K | SH | $10.40M 5.44% | 0.00 | 0.00 | 92.67K |
The Vanguard GroupSOLE | Vanguard Large-Cap ETF | 22.13K | SH | $6.61M 3.46% | 0.00 | 0.00 | 22.13K |
BlackrockSOLE | iShares Global REIT ETF | 235.33K | SH | $5.92M 3.09% | 0.00 | 0.00 | 235.33K |
The Vanguard GroupSOLE | Vanguard Intermediate-Term Treasury Index ETF | 69.64K | SH | $4.15M 2.17% | 0.00 | 0.00 | 69.64K |
The Vanguard GroupSOLE | Vanguard Total Bond Market ETF | 32.98K | SH | $2.43M 1.27% | 0.00 | 0.00 | 32.98K |
SSIMSOLE | SPDR S&P Global Infrastructure ETF | 30.55K | SH | $2.32M 1.21% | 0.00 | 0.00 | 30.55K |
The Vanguard GroupSOLE | Vanguard S&P 500 ETF | 3.75K | SH | $2.24M 1.17% | 0.00 | 0.00 | 3.75K |
BlackrockSOLE | iShares Global Clean Energy ETF | 107.99K | SH | $1.98M 1.03% | 0.00 | 0.00 | 107.99K |
The Vanguard GroupSOLE | Vanguard Real Estate ETF | 22K | SH | $1.95M 1.02% | 0.00 | 0.00 | 22K |
Long Pond CapitalSOLE | Long Pond Real Estate Select ETF | 54.78K | SH | $1.43M 0.75% | 0.00 | 0.00 | 54.78K |
BlackrockSOLE | iShares North American Natural Res ETF | 15.42K | SH | $970.5K 0.51% | 0.00 | 0.00 | 15.42K |
American Century InvestmentsSOLE | Avantis International Equity ETF | 7.51K | SH | $637.2K 0.33% | 0.00 | 0.00 | 7.51K |
BlackrockSOLE | iShares Core S&P Mid-Cap ETF | 6.96K | SH | $470.4K 0.25% | 0.00 | 0.00 | 6.96K |
Dimensinal Fund AdvisorsSOLE | DFA Intl Sust Core 1 ETF | 6.81K | SH | $288.9K 0.15% | 0.00 | 0.00 | 6.81K |