WAKEFIELD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
7.4%
Top 10 weight
17.7%
Voting Authority Distribution
Total shares with voting rights: 128.16M
Full voting authority
75.18M
shares
Joint voting authority
52.98M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 806.79K | SH | $258.83M 2.87% | 745.44K | 61.35K | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 1.80M | SH | $210.50M 2.33% | 1.80M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 5.04M | SH | $195.74M 2.17% | 5.02M | 14.24K | 0.00 |
APPLE INCOTR | COM | 614.26K | SH | $155.89M 1.73% | 88.97K | 525.29K | 0.00 |
NVIDIA CORPORATIONOTR | COM | 773.02K | SH | $134.82M 1.49% | 208.74K | 564.29K | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.74M | SH | $134.46M 1.49% | 1.72M | 24.91K | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.83M | SH | $134.43M 1.49% | 1.82M | 7.30K | 0.00 |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 216.68K | SH | $129.48M 1.44% | 0.00 | 216.68K | 0.00 |
SPDR GOLD TROTR | GOLD SHS | 288.90K | SH | $124.31M 1.38% | 0.00 | 288.90K | 0.00 |
MICROSOFT CORPOTR | COM | 315.72K | SH | $116.87M 1.30% | 66.43K | 249.29K | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 2.34M | SH | $110.13M 1.22% | 2.34M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 1.22M | SH | $92.08M 1.02% | 1.22M | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 424.17K | SH | $88.34M 0.98% | 110.72K | 313.45K | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 1.54M | SH | $83.43M 0.93% | 1.54M | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL A | 283.73K | SH | $81.59M 0.90% | 64.29K | 219.44K | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 1.50M | SH | $80.50M 0.89% | 1.50M | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 1.10M | SH | $78.79M 0.87% | 606.77K | 491.40K | 0.00 |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.10M | SH | $70.57M 0.78% | 263.05K | 838.18K | 0.00 |
EXXON MOBIL CORPOTR | COM | 401.67K | SH | $68.15M 0.76% | 12.24K | 389.42K | 0.00 |
BROADCOM INCOTR | COM | 216.72K | SH | $67.08M 0.74% | 35.54K | 181.18K | 0.00 |
VANGUARD INDEX FDSOTR | GROWTH ETF | 148.05K | SH | $64.67M 0.72% | 83.72K | 64.33K | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.74M | SH | $61.71M 0.68% | 1.74M | 0.00 | 0.00 |
ISHARES INCOTR | CORE MSCI EMKT | 818.38K | SH | $57.08M 0.63% | 524.85K | 293.54K | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.16M | SH | $55.90M 0.62% | 1.15M | 10.33K | 0.00 |
ISHARES TROTR | CORE US AGGBD ET | 533.90K | SH | $53.00M 0.59% | 425.80K | 108.10K | 0.00 |