ATTLEBORO, MA
Allocation by class
Portfolio Concentration
Top 3 weight
49.3%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 44.07K | SH | $28.66M 27.16% | 0.00 | 0.00 | 44.07K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 423.72K | SH | $11.80M 11.18% | 0.00 | 0.00 | 423.72K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 180.07K | SH | $11.54M 10.94% | 0.00 | 0.00 | 180.07K |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 208.08K | SH | $10.58M 10.02% | 0.00 | 0.00 | 208.08K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 255.86K | SH | $6.72M 6.37% | 0.00 | 0.00 | 255.86K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 73.20K | SH | $5.60M 5.31% | 0.00 | 0.00 | 73.20K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 101.27K | SH | $4.96M 4.70% | 0.00 | 0.00 | 101.27K |
ISHARES INCSOLE | CORE MSCI EMKT | 54.99K | SH | $3.84M 3.63% | 0.00 | 0.00 | 54.99K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.36K | SH | $3.76M 3.57% | 0.00 | 0.00 | 14.36K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 75.83K | SH | $3.05M 2.89% | 0.00 | 0.00 | 75.83K |
ISHARES TRSOLE | EAFE GRWTH ETF | 26.96K | SH | $3.00M 2.85% | 0.00 | 0.00 | 26.96K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.10K | SH | $2.92M 2.77% | 0.00 | 0.00 | 9.10K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 32.71K | SH | $1.64M 1.55% | 0.00 | 0.00 | 32.71K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.94K | SH | $899.7K 0.85% | 0.00 | 0.00 | 8.94K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 17K | SH | $821.3K 0.78% | 0.00 | 0.00 | 17K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.78K | SH | $776.1K 0.74% | 0.00 | 0.00 | 1.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 941.00 | SH | $614.5K 0.58% | 0.00 | 0.00 | 941.00 |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 7.68K | SH | $586.1K 0.56% | 0.00 | 0.00 | 7.68K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 17.04K | SH | $522.8K 0.50% | 0.00 | 0.00 | 17.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 523.00 | SH | $312.4K 0.30% | 0.00 | 0.00 | 523.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 7.18K | SH | $274.6K 0.26% | 0.00 | 0.00 | 7.18K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 10.25K | SH | $268.6K 0.25% | 0.00 | 0.00 | 10.25K |
ISHARES TRSOLE | ESG SELECT SCRE | 5.05K | SH | $248.7K 0.24% | 0.00 | 0.00 | 5.05K |
JOHNSON & JOHNSONSOLE | COM | 625.00 | SH | $152.8K 0.14% | 0.00 | 0.00 | 625.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 1.37K | SH | $133.4K 0.13% | 0.00 | 0.00 | 1.37K |