BOSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
51.5%
Top 10 weight
79.5%
Voting Authority Distribution
Total shares with voting rights: 7.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 319.49K | SH | $244.68M 27.41% | 0.00 | 0.00 | 319.49K |
ISHARES TRSOLE | CORE MSCI INTL | 1.36M | SH | $121.80M 13.64% | 0.00 | 0.00 | 1.36M |
ISHARES TRSOLE | 1 3 YR TREAS BD | 1.15M | SH | $93.59M 10.48% | 0.00 | 0.00 | 1.15M |
ISHARES INCSOLE | CORE MSCI EMKT | 726.62K | SH | $58.97M 6.61% | 0.00 | 0.00 | 726.62K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 769.15K | SH | $56.76M 6.36% | 0.00 | 0.00 | 769.15K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 898.75K | SH | $49.43M 5.54% | 0.00 | 0.00 | 898.75K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 410.55K | SH | $27.28M 3.06% | 0.00 | 0.00 | 410.55K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 90.48K | SH | $23.58M 2.64% | 0.00 | 0.00 | 90.48K |
VANGUARD INDEX FDSSOLE | MRNGSTR LRG CAP | 56.69K | SH | $19.95M 2.23% | 0.00 | 0.00 | 56.69K |
APPLE INCSOLE | COM | 41.55K | SH | $13.84M 1.55% | 0.00 | 0.00 | 41.55K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 293.12K | SH | $12.48M 1.40% | 0.00 | 0.00 | 293.12K |
MICROSOFT CORPSOLE | COM | 15.82K | SH | $8.11M 0.91% | 0.00 | 0.00 | 15.82K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 86.56K | SH | $6.61M 0.74% | 0.00 | 0.00 | 86.56K |
JOHNSON & JOHNSONSOLE | COM | 24.13K | SH | $6.39M 0.72% | 0.00 | 0.00 | 24.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.63K | SH | $5.79M 0.65% | 0.00 | 0.00 | 11.63K |
NVIDIA CORPORATIONSOLE | COM | 23.98K | SH | $5.48M 0.61% | 0.00 | 0.00 | 23.98K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 62.25K | SH | $4.54M 0.51% | 0.00 | 0.00 | 62.25K |
ISHARES TRSOLE | CORE S&P TTL STK | 26.39K | SH | $4.39M 0.49% | 0.00 | 0.00 | 26.39K |
ISHARES TRSOLE | ESG AWARE MSCI | 83.64K | SH | $4.35M 0.49% | 0.00 | 0.00 | 83.64K |
ALPHABET INCSOLE | CAP STK CL A | 9.44K | SH | $3.25M 0.36% | 0.00 | 0.00 | 9.44K |
ISHARES TRSOLE | RUS 1000 ETF | 7.76K | SH | $3.23M 0.36% | 0.00 | 0.00 | 7.76K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 43.74K | SH | $3.07M 0.34% | 0.00 | 0.00 | 43.74K |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 133.75K | SH | $3.00M 0.34% | 0.00 | 0.00 | 133.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.99M 0.33% | 0.00 | 0.00 | 4.00 |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 18.35K | SH | $2.99M 0.33% | 0.00 | 0.00 | 18.35K |