WHITE RIVER JUNCTION, VT
Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 6.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 123.27K | SH | $73.66M 16.90% | 0.00 | 0.00 | 123.27K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 399.04K | SH | $29.39M 6.74% | 0.00 | 0.00 | 399.04K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 373.03K | SH | $19.85M 4.56% | 0.00 | 0.00 | 373.03K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 301.25K | SH | $19.30M 4.43% | 0.00 | 0.00 | 301.25K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 347.57K | SH | $16.70M 3.83% | 0.00 | 0.00 | 347.57K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 79.81K | SH | $16.42M 3.77% | 0.00 | 0.00 | 79.81K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 388.49K | SH | $15.10M 3.46% | 0.00 | 0.00 | 388.49K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 311.18K | SH | $15.08M 3.46% | 0.00 | 0.00 | 311.18K |
ISHARES TRSOLE | BROAD USD HIGH | 396.55K | SH | $14.61M 3.35% | 0.00 | 0.00 | 396.55K |
ISHARES TRSOLE | MSCI USA MMENTM | 53.14K | SH | $12.75M 2.93% | 0.00 | 0.00 | 53.14K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 173.63K | SH | $12.35M 2.83% | 0.00 | 0.00 | 173.63K |
2023 ETF SERIES TRUSTSOLE | EAGLE CAPITAL SE | 365.63K | SH | $11.12M 2.55% | 0.00 | 0.00 | 365.63K |
ISHARES TRSOLE | GLOBAL TECH ETF | 100.15K | SH | $10.01M 2.30% | 0.00 | 0.00 | 100.15K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 137.43K | SH | $9.45M 2.17% | 0.00 | 0.00 | 137.43K |
ISHARES TRSOLE | ULTRA SHORT DUR | 185.53K | SH | $9.39M 2.16% | 0.00 | 0.00 | 185.53K |
ISHARES TRSOLE | NATIONAL MUN ETF | 81.73K | SH | $8.68M 1.99% | 0.00 | 0.00 | 81.73K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 169.02K | SH | $8.43M 1.93% | 0.00 | 0.00 | 169.02K |
ISHARES TRSOLE | CORE US AGGBD ET | 67.87K | SH | $6.74M 1.55% | 0.00 | 0.00 | 67.87K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 24.51K | SH | $6.67M 1.53% | 0.00 | 0.00 | 24.51K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 116.15K | SH | $6.28M 1.44% | 0.00 | 0.00 | 116.15K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 77.96K | SH | $6.01M 1.38% | 0.00 | 0.00 | 77.96K |
ISHARES TRSOLE | ESG AWR MSCI USA | 40.27K | SH | $5.69M 1.31% | 0.00 | 0.00 | 40.27K |
APPLE INCSOLE | COM | 18.77K | SH | $4.76M 1.09% | 0.00 | 0.00 | 18.77K |
NVIDIA CORPORATIONSOLE | COM | 27.02K | SH | $4.71M 1.08% | 0.00 | 0.00 | 27.02K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 130.65K | SH | $4.44M 1.02% | 0.00 | 0.00 | 130.65K |