DANVERS, MA
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
71.2%
Voting Authority Distribution
Total shares with voting rights: 4.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI USA MMENTM | 116.93K | SH | $40.09M 13.68% | 0.00 | 0.00 | 116.93K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 969.33K | SH | $30.74M 10.49% | 0.00 | 0.00 | 969.33K |
ISHARES TRSOLE | MSCI USA VALUE | 136.47K | SH | $27.27M 9.30% | 0.00 | 0.00 | 136.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 612.52K | SH | $25.27M 8.62% | 0.00 | 0.00 | 612.52K |
GMO ETF TRUSTSOLE | US QUALITY ETF | 447.58K | SH | $18.63M 6.36% | 0.00 | 0.00 | 447.58K |
ALPS ETF TRSOLE | OSHARES US SMLCP | 377.78K | SH | $17.95M 6.13% | 0.00 | 0.00 | 377.78K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 287.90K | SH | $17.19M 5.86% | 0.00 | 0.00 | 287.90K |
MORGAN STANLEY ETF TRUSTSOLE | EATO VANC BD ETF | 282.09K | SH | $14.30M 4.88% | 0.00 | 0.00 | 282.09K |
ISHARES TRSOLE | MSCI USA QLT FCT | 43.41K | SH | $9.53M 3.25% | 0.00 | 0.00 | 43.41K |
ISHARES INCSOLE | CORE MSCI EMKT | 94.50K | SH | $7.83M 2.67% | 0.00 | 0.00 | 94.50K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 24.54K | SH | $7.44M 2.54% | 0.00 | 0.00 | 24.54K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 74.28K | SH | $7.17M 2.45% | 0.00 | 0.00 | 74.28K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 34.23K | SH | $4.53M 1.54% | 0.00 | 0.00 | 34.23K |
SPDR SERIES TRUSTSOLE | ST STR SP500FF | 68.71K | SH | $4.20M 1.43% | 0.00 | 0.00 | 68.71K |
ISHARES TRSOLE | LOW CA OP MS ETF | 14.25K | SH | $3.61M 1.23% | 0.00 | 0.00 | 14.25K |
APPLE INCSOLE | COM | 11.98K | SH | $3.47M 1.18% | 0.00 | 0.00 | 11.98K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 65.33K | SH | $2.99M 1.02% | 0.00 | 0.00 | 65.33K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 16.67K | SH | $2.37M 0.81% | 0.00 | 0.00 | 16.67K |
VANGUARD MALVERN FDSSOLE | CORE-PLUS BD ETF | 28.32K | SH | $2.20M 0.75% | 0.00 | 0.00 | 28.32K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.08K | SH | $1.98M 0.67% | 0.00 | 0.00 | 9.08K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 37.71K | SH | $1.97M 0.67% | 0.00 | 0.00 | 37.71K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 32.90K | SH | $1.94M 0.66% | 0.00 | 0.00 | 32.90K |
ISHARES TRSOLE | LATN AMER 40 ETF | 55.20K | SH | $1.86M 0.64% | 0.00 | 0.00 | 55.20K |
AMPLIFY ETF TRSOLE | ETHO CLI LEA ETF | 22.05K | SH | $1.78M 0.61% | 0.00 | 0.00 | 22.05K |
ISHARES TRSOLE | EAFE SML CP ETF | 20.94K | SH | $1.72M 0.59% | 0.00 | 0.00 | 20.94K |