WHITE RIVER JUNCTION, VT
Allocation by class
Portfolio Concentration
Top 3 weight
28.0%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 6.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 123.62K | SH | $84.90M 17.32% | 0.00 | 0.00 | 123.62K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 417.65K | SH | $30.66M 6.25% | 0.00 | 0.00 | 417.65K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 303.16K | SH | $21.60M 4.41% | 0.00 | 0.00 | 303.16K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 381.43K | SH | $20.28M 4.14% | 0.00 | 0.00 | 381.43K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 80.90K | SH | $19.92M 4.06% | 0.00 | 0.00 | 80.90K |
ISHARES TRSOLE | MSCI USA MMENTM | 53.24K | SH | $18.25M 3.72% | 0.00 | 0.00 | 53.24K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 319.09K | SH | $17.55M 3.58% | 0.00 | 0.00 | 319.09K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 360.81K | SH | $17.47M 3.56% | 0.00 | 0.00 | 360.81K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 371.40K | SH | $16.48M 3.36% | 0.00 | 0.00 | 371.40K |
ISHARES TRSOLE | BROAD USD HIGH | 408.39K | SH | $15.12M 3.08% | 0.00 | 0.00 | 408.39K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 179.90K | SH | $14.81M 3.02% | 0.00 | 0.00 | 179.90K |
ISHARES TRSOLE | GLOBAL TECH ETF | 100.97K | SH | $14.59M 2.98% | 0.00 | 0.00 | 100.97K |
2023 ETF SERIES TRUSTSOLE | EAGL CAP SEL ETF | 365.63K | SH | $11.76M 2.40% | 0.00 | 0.00 | 365.63K |
ISHARES TRSOLE | ULTRA SHORT DUR | 205.50K | SH | $10.39M 2.12% | 0.00 | 0.00 | 205.50K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 143.52K | SH | $9.89M 2.02% | 0.00 | 0.00 | 143.52K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 189.68K | SH | $9.59M 1.96% | 0.00 | 0.00 | 189.68K |
ISHARES TRSOLE | NATIONAL MUN ETF | 80.64K | SH | $8.68M 1.77% | 0.00 | 0.00 | 80.64K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 24.84K | SH | $7.43M 1.51% | 0.00 | 0.00 | 24.84K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 118.86K | SH | $7.09M 1.45% | 0.00 | 0.00 | 118.86K |
ISHARES TRSOLE | ESG AWR MSCI USA | 39.24K | SH | $6.42M 1.31% | 0.00 | 0.00 | 39.24K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 74.12K | SH | $6.34M 1.29% | 0.00 | 0.00 | 74.12K |
ISHARES TRSOLE | CORE US AGGBD ET | 62.90K | SH | $6.23M 1.27% | 0.00 | 0.00 | 62.90K |
APPLE INCSOLE | COM | 18.59K | SH | $5.38M 1.10% | 0.00 | 0.00 | 18.59K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 122.61K | SH | $4.76M 0.97% | 0.00 | 0.00 | 122.61K |
MICRON TECHNOLOGY INCSOLE | COM | 4.08K | SH | $4.71M 0.96% | 0.00 | 0.00 | 4.08K |