GREENLAND, NH
Allocation by class
Portfolio Concentration
Top 3 weight
63.3%
Top 10 weight
98.7%
Voting Authority Distribution
Total shares with voting rights: 939.91K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
939.91K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 93.40K | SH | $64.15M 41.68% | 0.00 | 0.00 | 93.40K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 213.72K | SH | $16.65M 10.82% | 0.00 | 0.00 | 213.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 192.38K | SH | $16.57M 10.77% | 0.00 | 0.00 | 192.38K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 61.27K | SH | $13.35M 8.68% | 0.00 | 0.00 | 61.27K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 54.41K | SH | $12.87M 8.37% | 0.00 | 0.00 | 54.41K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 143.73K | SH | $11.02M 7.16% | 0.00 | 0.00 | 143.73K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 27.09K | SH | $6.67M 4.33% | 0.00 | 0.00 | 27.09K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 98.53K | SH | $5.73M 3.73% | 0.00 | 0.00 | 98.53K |
ISHARES TRSOLE | NATIONAL MUN ETF | 23.08K | SH | $2.48M 1.61% | 0.00 | 0.00 | 23.08K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 23.06K | SH | $2.45M 1.60% | 0.00 | 0.00 | 23.06K |
APPLE INCSOLE | COM | 1.61K | SH | $465.3K 0.30% | 0.00 | 0.00 | 1.61K |
MICROSOFT CORPSOLE | COM | 920.00 | SH | $343.2K 0.22% | 0.00 | 0.00 | 920.00 |
EXXON MOBIL CORPSOLE | COM | 1.83K | SH | $250.5K 0.16% | 0.00 | 0.00 | 1.83K |
JOHNSON & JOHNSONSOLE | COM | 957.00 | SH | $243.0K 0.16% | 0.00 | 0.00 | 957.00 |
ABBVIE INCSOLE | COM | 894.00 | SH | $225.0K 0.15% | 0.00 | 0.00 | 894.00 |
PRIMEENERGY RESOURCES CORPSOLE | COM | 1.24K | SH | $207.6K 0.13% | 0.00 | 0.00 | 1.24K |
IMPERIAL OIL LTDSOLE | COM NEW | 1.80K | SH | $201.6K 0.13% | 0.00 | 0.00 | 1.80K |