WALTHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
43.9%
Top 10 weight
82.1%
Voting Authority Distribution
Total shares with voting rights: 9.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 3.09M | SH | $83.24M 15.12% | 0.00 | 0.00 | 3.09M |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.68M | SH | $82.96M 15.07% | 0.00 | 0.00 | 1.68M |
ISHARES TRSOLE | MBS ETF | 796.08K | SH | $75.75M 13.76% | 0.00 | 0.00 | 796.08K |
ISHARES TRSOLE | USD INV GRDE ETF | 1.41M | SH | $73.52M 13.35% | 0.00 | 0.00 | 1.41M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.02K | SH | $27.57M 5.01% | 0.00 | 0.00 | 45.02K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 79.43K | SH | $26.07M 4.73% | 0.00 | 0.00 | 79.43K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 222.34K | SH | $22.98M 4.17% | 0.00 | 0.00 | 222.34K |
ISHARES TRSOLE | MSCI USA MMENTM | 88.09K | SH | $22.59M 4.10% | 0.00 | 0.00 | 88.09K |
SPDR SERIES TRUSTSOLE | SPDR S&P 500 ETF | 395.14K | SH | $21.67M 3.94% | 0.00 | 0.00 | 395.14K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 63.37K | SH | $15.47M 2.81% | 0.00 | 0.00 | 63.37K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 495.28K | SH | $13.05M 2.37% | 0.00 | 0.00 | 495.28K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 146.99K | SH | $11.52M 2.09% | 0.00 | 0.00 | 146.99K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 240.36K | SH | $11.29M 2.05% | 0.00 | 0.00 | 240.36K |
DIMENSIONAL ETF TRUSTSOLE | INFLATION PROTE | 194.18K | SH | $8.20M 1.49% | 0.00 | 0.00 | 194.18K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 173.34K | SH | $7.42M 1.35% | 0.00 | 0.00 | 173.34K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 322.19K | SH | $6.95M 1.26% | 0.00 | 0.00 | 322.19K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.48K | SH | $6.46M 1.17% | 0.00 | 0.00 | 13.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 94.69K | SH | $5.67M 1.03% | 0.00 | 0.00 | 94.69K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 20.14K | SH | $5.12M 0.93% | 0.00 | 0.00 | 20.14K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 61.46K | SH | $3.33M 0.60% | 0.00 | 0.00 | 61.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.68K | SH | $3.14M 0.57% | 0.00 | 0.00 | 10.68K |
ISHARES TRSOLE | ESG AWR MSCI USA | 20.23K | SH | $2.95M 0.53% | 0.00 | 0.00 | 20.23K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 29.99K | SH | $2.74M 0.50% | 0.00 | 0.00 | 29.99K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 44.31K | SH | $2.24M 0.41% | 0.00 | 0.00 | 44.31K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.66K | SH | $1.99M 0.36% | 0.00 | 0.00 | 10.66K |