HAMPTON, NH
Allocation by class
Portfolio Concentration
Top 3 weight
30.6%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US MIDCAP DIVID | 284.24K | SH | $16.07M 14.40% | 0.00 | 0.00 | 284.24K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 60.94K | SH | $9.63M 8.63% | 0.00 | 0.00 | 60.94K |
ISHARES TRSOLE | RUS MD CP GR ETF | 58.02K | SH | $8.49M 7.61% | 0.00 | 0.00 | 58.02K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 75.56K | SH | $6.51M 5.83% | 0.00 | 0.00 | 75.56K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 57.80K | SH | $5.57M 4.99% | 0.00 | 0.00 | 57.80K |
ISHARES TRSOLE | MRGSTR SM CP GR | 84.79K | SH | $5.56M 4.98% | 0.00 | 0.00 | 84.79K |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 124.23K | SH | $5.05M 4.53% | 0.00 | 0.00 | 124.23K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 53.42K | SH | $4.70M 4.21% | 0.00 | 0.00 | 53.42K |
ISHARES TRSOLE | MSCI INTL QUALTY | 58.71K | SH | $2.91M 2.61% | 0.00 | 0.00 | 58.71K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 35.76K | SH | $2.88M 2.58% | 0.00 | 0.00 | 35.76K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 43.56K | SH | $2.54M 2.27% | 0.00 | 0.00 | 43.56K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 28.73K | SH | $2.52M 2.26% | 0.00 | 0.00 | 28.73K |
ISHARES TRSOLE | PFD AND INCM SEC | 74.62K | SH | $2.28M 2.04% | 0.00 | 0.00 | 74.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 36.03K | SH | $2.15M 1.93% | 0.00 | 0.00 | 36.03K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 22.02K | SH | $1.84M 1.65% | 0.00 | 0.00 | 22.02K |
ISHARES TRSOLE | INTL SEL DIV ETF | 43.90K | SH | $1.82M 1.63% | 0.00 | 0.00 | 43.90K |
INVESCO EXCH TRADED FD TR IISOLE | S&P MIDCP LOW | 26.36K | SH | $1.75M 1.57% | 0.00 | 0.00 | 26.36K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 55.67K | SH | $1.54M 1.38% | 0.00 | 0.00 | 55.67K |
APPLE INCSOLE | COM | 5.06K | SH | $1.46M 1.31% | 0.00 | 0.00 | 5.06K |
JOHNSON & JOHNSONSOLE | COM | 5.70K | SH | $1.45M 1.30% | 0.00 | 0.00 | 5.70K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 8.60K | SH | $1.42M 1.27% | 0.00 | 0.00 | 8.60K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 14.49K | SH | $1.40M 1.25% | 0.00 | 0.00 | 14.49K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 20.15K | SH | $1.30M 1.17% | 0.00 | 0.00 | 20.15K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.73K | SH | $1.29M 1.16% | 0.00 | 0.00 | 1.73K |
ISHARES TRSOLE | SELECT DIVID ETF | 8.02K | SH | $1.25M 1.12% | 0.00 | 0.00 | 8.02K |