FRAMINGHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 212.59K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
212.59K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH INDEX FUND ETFSOLE | ETF | 6.40K | SH | $2.79M 12.71% | 0.00 | 0.00 | 6.40K |
SPDR GOLD SHARES ETFSOLE | ETF | 4.37K | SH | $1.88M 8.55% | 0.00 | 0.00 | 4.37K |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 4.80K | SH | $1.76M 8.02% | 0.00 | 0.00 | 4.80K |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 7.15K | SH | $1.37M 6.24% | 0.00 | 0.00 | 7.15K |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 11.96K | SH | $1.17M 5.33% | 0.00 | 0.00 | 11.96K |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 19.52K | SH | $1.10M 5.03% | 0.00 | 0.00 | 19.52K |
VANGUARD VALUE FUND ETFSOLE | ETF | 4.99K | SH | $978.6K 4.45% | 0.00 | 0.00 | 4.99K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 9.50K | SH | $881.2K 4.01% | 0.00 | 0.00 | 9.50K |
VANGUARD LARGE-CAP INDEX FUND ETFSOLE | ETF | 2.77K | SH | $827.8K 3.77% | 0.00 | 0.00 | 2.77K |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 12.93K | SH | $770.0K 3.50% | 0.00 | 0.00 | 12.93K |
VANGUARD MID-CAP INDEX FUND ETFSOLE | ETF | 2.51K | SH | $721.7K 3.28% | 0.00 | 0.00 | 2.51K |
VANGUARD MEGA CAP VALUE ETFSOLE | ETF | 4.25K | SH | $615.6K 2.80% | 0.00 | 0.00 | 4.25K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 8.12K | SH | $569.9K 2.59% | 0.00 | 0.00 | 8.12K |
ISHARES ESG AWARE USD CORPORATE BOND ETFSOLE | ETF | 23.05K | SH | $533.2K 2.43% | 0.00 | 0.00 | 23.05K |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 9.13K | SH | $530.9K 2.42% | 0.00 | 0.00 | 9.13K |
VANGUARD SMALL-CAP INDEX FUND ETFSOLE | ETF | 1.83K | SH | $478.8K 2.18% | 0.00 | 0.00 | 1.83K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 3.10K | SH | $459.9K 2.09% | 0.00 | 0.00 | 3.10K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 7.81K | SH | $457.2K 2.08% | 0.00 | 0.00 | 7.81K |
ISHARES MSCI INTL QUALITY FACTOR ETFSOLE | ETF | 9.33K | SH | $431.1K 1.96% | 0.00 | 0.00 | 9.33K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 4.69K | SH | $345.5K 1.57% | 0.00 | 0.00 | 4.69K |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE | ETF | 7.08K | SH | $333.1K 1.52% | 0.00 | 0.00 | 7.08K |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 6.32K | SH | $328.1K 1.49% | 0.00 | 0.00 | 6.32K |
ISHARES 10-20 YEAR TREASURY BOND ETFSOLE | ETF | 3.03K | SH | $304.8K 1.39% | 0.00 | 0.00 | 3.03K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 5.88K | SH | $293.4K 1.33% | 0.00 | 0.00 | 5.88K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 4.13K | SH | $287.9K 1.31% | 0.00 | 0.00 | 4.13K |