BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
51.0%
Top 10 weight
77.4%
Voting Authority Distribution
Total shares with voting rights: 7.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 333.10K | SH | $217.59M 26.81% | 0.00 | 0.00 | 333.10K |
ISHARES TRSOLE | CORE MSCI INTL | 1.37M | SH | $114.65M 14.13% | 0.00 | 0.00 | 1.37M |
ISHARES TRSOLE | 1 3 YR TREAS BD | 990.69K | SH | $81.80M 10.08% | 0.00 | 0.00 | 990.69K |
ISHARES INCSOLE | CORE MSCI EMKT | 755.96K | SH | $52.73M 6.50% | 0.00 | 0.00 | 755.96K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 745.62K | SH | $45.72M 5.63% | 0.00 | 0.00 | 745.62K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 909.16K | SH | $44.06M 5.43% | 0.00 | 0.00 | 909.16K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 408.98K | SH | $25.54M 3.15% | 0.00 | 0.00 | 408.98K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 82.38K | SH | $18.87M 2.32% | 0.00 | 0.00 | 82.38K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 51.30K | SH | $15.33M 1.89% | 0.00 | 0.00 | 51.30K |
JOHNSON & JOHNSONSOLE | COM | 49.22K | SH | $12.03M 1.48% | 0.00 | 0.00 | 49.22K |
APPLE INCSOLE | COM | 43.16K | SH | $10.95M 1.35% | 0.00 | 0.00 | 43.16K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 292.61K | SH | $10.75M 1.32% | 0.00 | 0.00 | 292.61K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 108.95K | SH | $8.54M 1.05% | 0.00 | 0.00 | 108.95K |
EXXON MOBIL CORPSOLE | COM | 40.73K | SH | $6.91M 0.85% | 0.00 | 0.00 | 40.73K |
MICROSOFT CORPSOLE | COM | 16.07K | SH | $5.95M 0.73% | 0.00 | 0.00 | 16.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.75K | SH | $5.63M 0.69% | 0.00 | 0.00 | 11.75K |
MERCK & CO INCSOLE | COM | 38.59K | SH | $4.64M 0.57% | 0.00 | 0.00 | 38.59K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 56.59K | SH | $4.17M 0.51% | 0.00 | 0.00 | 56.59K |
NVIDIA CORPORATIONSOLE | COM | 23.81K | SH | $4.15M 0.51% | 0.00 | 0.00 | 23.81K |
ISHARES TRSOLE | ESG AWARE MSCI | 78.83K | SH | $3.71M 0.46% | 0.00 | 0.00 | 78.83K |
ISHARES TRSOLE | CORE S&P TTL STK | 25.66K | SH | $3.66M 0.45% | 0.00 | 0.00 | 25.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.59M 0.44% | 0.00 | 0.00 | 5.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.47K | SH | $3.02M 0.37% | 0.00 | 0.00 | 12.47K |
ISHARES TRSOLE | RUS 1000 ETF | 7.76K | SH | $2.77M 0.34% | 0.00 | 0.00 | 7.76K |
ALPHABET INCSOLE | CAP STK CL A | 9.37K | SH | $2.69M 0.33% | 0.00 | 0.00 | 9.37K |