KINGSTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 66.27K | SH | $21.26M 13.29% | 0.00 | 0.00 | 66.27K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 125.50K | SH | $8.04M 5.03% | 0.00 | 0.00 | 125.50K |
APPLE INCSOLE | COM | 26.86K | SH | $6.82M 4.26% | 0.00 | 0.00 | 26.86K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 85.90K | SH | $6.81M 4.26% | 0.00 | 0.00 | 85.90K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 72.78K | SH | $6.02M 3.76% | 0.00 | 0.00 | 72.78K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 123.42K | SH | $5.93M 3.71% | 0.00 | 0.00 | 123.42K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 203.99K | SH | $5.08M 3.18% | 0.00 | 0.00 | 203.99K |
ALPHABET INCSOLE | CAP STK CL A | 17.44K | SH | $5.01M 3.13% | 0.00 | 0.00 | 17.44K |
MICROSOFT CORPSOLE | COM | 12.49K | SH | $4.62M 2.89% | 0.00 | 0.00 | 12.49K |
AMAZON COM INCSOLE | COM | 21.93K | SH | $4.57M 2.85% | 0.00 | 0.00 | 21.93K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.25K | SH | $4.24M 2.65% | 0.00 | 0.00 | 4.25K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 133.47K | SH | $3.24M 2.02% | 0.00 | 0.00 | 133.47K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 89.09K | SH | $3.12M 1.95% | 0.00 | 0.00 | 89.09K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 79.68K | SH | $2.75M 1.72% | 0.00 | 0.00 | 79.68K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.92K | SH | $2.56M 1.60% | 0.00 | 0.00 | 3.92K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 47.12K | SH | $2.47M 1.54% | 0.00 | 0.00 | 47.12K |
WALMART INCSOLE | COM | 15.82K | SH | $1.97M 1.23% | 0.00 | 0.00 | 15.82K |
JOHNSON & JOHNSONSOLE | COM | 7.72K | SH | $1.89M 1.18% | 0.00 | 0.00 | 7.72K |
EXXON MOBIL CORPSOLE | COM | 10.72K | SH | $1.82M 1.14% | 0.00 | 0.00 | 10.72K |
PROCTER & GAMBLE COSOLE | COM | 12.10K | SH | $1.75M 1.09% | 0.00 | 0.00 | 12.10K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 3.72K | SH | $1.72M 1.08% | 0.00 | 0.00 | 3.72K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.46K | SH | $1.60M 1.00% | 0.00 | 0.00 | 2.46K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 39.39K | SH | $1.55M 0.97% | 0.00 | 0.00 | 39.39K |
VISA INCSOLE | COM CL A | 4.79K | SH | $1.45M 0.90% | 0.00 | 0.00 | 4.79K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 26.79K | SH | $1.40M 0.87% | 0.00 | 0.00 | 26.79K |