CONCORD, NH
Allocation by class
Portfolio Concentration
Top 3 weight
15.0%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.38K | SH | $8.51M 5.54% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 17.16K | SH | $7.50M 4.88% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 240.84K | SH | $7.02M 4.56% | 0.00 | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 142.07K | SH | $6.83M 4.44% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 202.80K | SH | $6.19M 4.02% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 74.57K | SH | $5.75M 3.74% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 118.36K | SH | $5.40M 3.51% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 70.89K | SH | $5.32M 3.46% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 217.81K | SH | $5.29M 3.44% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 70.46K | SH | $5.19M 3.38% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 201.48K | SH | $4.99M 3.24% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 62.61K | SH | $4.91M 3.19% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 14.85K | SH | $4.26M 2.77% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 134.50K | SH | $4.16M 2.71% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 18.56K | SH | $4.03M 2.62% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 165.28K | SH | $3.84M 2.50% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 23.12K | SH | $3.59M 2.33% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 121.81K | SH | $3.54M 2.30% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 36.13K | SH | $3.39M 2.20% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 29.41K | SH | $2.92M 1.90% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 37.77K | SH | $2.90M 1.89% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 27.68K | SH | $2.83M 1.84% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 22.49K | SH | $2.48M 1.61% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 121.54K | SH | $2.48M 1.61% | 0.00 | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 19.99K | SH | $2.29M 1.49% | 0.00 | 0.00 | 0.00 |