PORTSMOUTH, NH
Allocation by class
Portfolio Concentration
Top 3 weight
58.3%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 1.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Total Stock Market ETFSOLE | ETF | 207.97K | SH | $66.72M 31.68% | 0.00 | 0.00 | 207.97K |
Vanguard S&P 500 ETFSOLE | ETF | 49.74K | SH | $29.74M 14.12% | 0.00 | 0.00 | 49.74K |
Berkshire Hathaway; Class BSOLE | Class B | 55.08K | SH | $26.40M 12.53% | 0.00 | 0.00 | 55.08K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 288.56K | SH | $18.49M 8.78% | 0.00 | 0.00 | 288.56K |
Vanguard Utilities ETFSOLE | ETF | 79.44K | SH | $15.74M 7.47% | 0.00 | 0.00 | 79.44K |
VANGUARD SHORT TERM TREASURY ETFSOLE | ETF | 187.96K | SH | $11.00M 5.22% | 0.00 | 0.00 | 187.96K |
Vanguard REIT ETFSOLE | ETF | 56.91K | SH | $5.05M 2.40% | 0.00 | 0.00 | 56.91K |
Berkshire Hathaway ASOLE | Class A | 7.00 | SH | $5.03M 2.39% | 0.00 | 0.00 | 7.00 |
Vanguard Total International Stock ETFSOLE | ETF | 63.32K | SH | $4.88M 2.32% | 0.00 | 0.00 | 63.32K |
ISHARES CORE MSCI INTRL DVLP MKT ETFSOLE | ETF | 36.83K | SH | $3.08M 1.46% | 0.00 | 0.00 | 36.83K |
Vanguard Int'l Equity Index ETFSOLE | ETF | 31.52K | SH | $2.37M 1.12% | 0.00 | 0.00 | 31.52K |
NVIDIA CORPSOLE | Com | 11.38K | SH | $1.99M 0.94% | 0.00 | 0.00 | 11.38K |
DIMENSIONAL WLD EX US CR EQ 2 ETFSOLE | ETF | 48.89K | SH | $1.66M 0.79% | 0.00 | 0.00 | 48.89K |
VANGUARD FTSE EUROPE ETFSOLE | ETF | 18.07K | SH | $1.49M 0.71% | 0.00 | 0.00 | 18.07K |
PLANET LABS PBC CLASS ASOLE | Class A | 50K | SH | $1.40M 0.66% | 0.00 | 0.00 | 50K |
FIRST TRUST INTERNET INDEX CF ETFSOLE | ETF | 5.10K | SH | $1.19M 0.57% | 0.00 | 0.00 | 5.10K |
VANGUARD VALUE ETFSOLE | ETF | 6.02K | SH | $1.18M 0.56% | 0.00 | 0.00 | 6.02K |
AppleSOLE | Com | 4.62K | SH | $1.17M 0.56% | 0.00 | 0.00 | 4.62K |
iShares All World Ex USSOLE | ETF | 13.94K | SH | $954.5K 0.45% | 0.00 | 0.00 | 13.94K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 3.13K | SH | $680.8K 0.32% | 0.00 | 0.00 | 3.13K |
ISHARES MSCI INDIA ETFSOLE | ETF | 13.35K | SH | $625.3K 0.30% | 0.00 | 0.00 | 13.35K |
Vanguard Total World Stock IndeSOLE | ETF | 4.46K | SH | $617.5K 0.29% | 0.00 | 0.00 | 4.46K |
INVESCO QQQ ETFSOLE | ETF | 1.04K | SH | $603.3K 0.29% | 0.00 | 0.00 | 1.04K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 2.84K | SH | $544.7K 0.26% | 0.00 | 0.00 | 2.84K |
All World ex-U.S. Real Estate Index ETFSOLE | ETF | 12.15K | SH | $540.2K 0.26% | 0.00 | 0.00 | 12.15K |