MANCHESTER, NH
Allocation by class
Portfolio Concentration
Top 3 weight
37.4%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
1.62M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 64.33K | SH | $44.19M 22.65% | 64.33K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 320.99K | SH | $16.16M 8.29% | 320.99K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 157.36K | SH | $12.68M 6.50% | 157.36K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 14.30K | SH | $10.71M 5.49% | 14.30K | 0.00 | 0.00 |
ISHARES GOLD TRUST MICROSOLE | SHS REPSTG UN TR | 220.01K | SH | $8.80M 4.51% | 220.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 30.89K | SH | $7.36M 3.77% | 30.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.97K | SH | $6.33M 3.25% | 16.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.45K | SH | $5.88M 3.01% | 16.45K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.74K | SH | $4.95M 2.54% | 24.74K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 97.26K | SH | $4.82M 2.47% | 97.26K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 83.13K | SH | $4.18M 2.14% | 83.13K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 127.79K | SH | $4.05M 2.08% | 127.79K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 10.30K | SH | $3.12M 1.60% | 10.30K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 10.87K | SH | $2.97M 1.52% | 10.87K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APPRECIATION | 69.76K | SH | $2.87M 1.47% | 69.76K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.67K | SH | $2.80M 1.43% | 9.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.57K | SH | $2.68M 1.37% | 7.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.12K | SH | $2.63M 1.35% | 7.12K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.48K | SH | $2.56M 1.31% | 3.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 14.28K | SH | $2.35M 1.20% | 14.28K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 30.39K | SH | $2.34M 1.20% | 30.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.67K | SH | $2.34M 1.20% | 4.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.67K | SH | $2.33M 1.19% | 7.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 25.43K | SH | $2.23M 1.15% | 25.43K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 4.07K | SH | $2.09M 1.07% | 4.07K | 0.00 | 0.00 |