NEWTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 39.13M
Full voting authority
39.13M
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 6.99M | SH | $202.82M 7.28% | 6.99M | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 2.19M | SH | $165.46M 5.94% | 2.19M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 402.33K | SH | $150.17M 5.39% | 402.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 212.24K | SH | $145.77M 5.23% | 212.24K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 99.71K | SH | $74.46M 2.67% | 99.71K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 722.78K | SH | $72.86M 2.62% | 722.78K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 VL ETF | 692.86K | SH | $72.86M 2.62% | 692.86K | 0.00 | 0.00 |
BITWISE FUNDS TRUSTSOLE | PROF CURR DE ETF | 3.73M | SH | $70.54M 2.53% | 3.73M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 143.30K | SH | $61.10M 2.19% | 143.30K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 641.29K | SH | $58.77M 2.11% | 641.29K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BL 12 ETF | 529.89K | SH | $52.66M 1.89% | 529.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 134.04K | SH | $49.60M 1.78% | 134.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 246.34K | SH | $49.29M 1.77% | 246.34K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 475.84K | SH | $48.68M 1.75% | 475.84K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 333.91K | SH | $44.49M 1.60% | 333.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 127.76K | SH | $36.97M 1.33% | 127.76K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 HB ETF | 234.47K | SH | $36.48M 1.31% | 234.47K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 220.66K | SH | $34.63M 1.24% | 220.66K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 621.95K | SH | $32.25M 1.16% | 621.95K | 0.00 | 0.00 |
INVESCO ACTVELY MNGD ETC FDSOLE | AGRI CMDTY STRA | 865.86K | SH | $30.84M 1.11% | 865.86K | 0.00 | 0.00 |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 759.58K | SH | $30.06M 1.08% | 759.58K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 354.38K | SH | $29.10M 1.04% | 354.38K | 0.00 | 0.00 |
ISHARES TRSOLE | LATN AMER 40 ETF | 817.92K | SH | $27.60M 0.99% | 817.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 77.68K | SH | $27.45M 0.99% | 77.68K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | S&P 500 COVERED | 663.74K | SH | $27.07M 0.97% | 663.74K | 0.00 | 0.00 |