WILLISTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
9.9%
Top 10 weight
21.3%
Voting Authority Distribution
Total shares with voting rights: 7.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 48.34K | SH | $17.90M 3.73% | 0.00 | 0.00 | 48.34K |
APPLE INCSOLE | COM | 59.76K | SH | $15.17M 3.16% | 0.00 | 0.00 | 59.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.20K | SH | $14.46M 3.02% | 0.00 | 0.00 | 24.20K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 97.06K | SH | $9.77M 2.04% | 0.00 | 0.00 | 97.06K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.35K | SH | $9.57M 2.00% | 0.00 | 0.00 | 149.35K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 63.82K | SH | $9.45M 1.97% | 0.00 | 0.00 | 63.82K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 141.96K | SH | $7.18M 1.50% | 0.00 | 0.00 | 141.96K |
JOHNSON & JOHNSONSOLE | COM | 25.85K | SH | $6.32M 1.32% | 0.00 | 0.00 | 25.85K |
VERIZON COMMUNICATIONS INCSOLE | COM | 120.58K | SH | $6.05M 1.26% | 0.00 | 0.00 | 120.58K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 24.81K | SH | $6.01M 1.25% | 0.00 | 0.00 | 24.81K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 190.63K | SH | $5.55M 1.16% | 0.00 | 0.00 | 190.63K |
PROCTER & GAMBLE COSOLE | COM | 38.25K | SH | $5.52M 1.15% | 0.00 | 0.00 | 38.25K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 115.20K | SH | $5.26M 1.10% | 0.00 | 0.00 | 115.20K |
ISHARES TRSOLE | CORE S&P SCP ETF | 41.77K | SH | $5.19M 1.08% | 0.00 | 0.00 | 41.77K |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 189.36K | SH | $4.60M 0.96% | 0.00 | 0.00 | 189.36K |
EXXON MOBIL CORPSOLE | COM | 26.62K | SH | $4.52M 0.94% | 0.00 | 0.00 | 26.62K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 75.66K | SH | $4.29M 0.89% | 0.00 | 0.00 | 75.66K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 11.11K | SH | $4.08M 0.85% | 0.00 | 0.00 | 11.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 134.34K | SH | $3.92M 0.82% | 0.00 | 0.00 | 134.34K |
CATERPILLAR INCSOLE | COM | 5.48K | SH | $3.88M 0.81% | 0.00 | 0.00 | 5.48K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.45K | SH | $3.72M 0.78% | 0.00 | 0.00 | 6.45K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 35.19K | SH | $3.58M 0.75% | 0.00 | 0.00 | 35.19K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED LARGE | 95.26K | SH | $3.57M 0.75% | 0.00 | 0.00 | 95.26K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 24.44K | SH | $3.54M 0.74% | 0.00 | 0.00 | 24.44K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 77.19K | SH | $3.28M 0.69% | 0.00 | 0.00 | 77.19K |