BEDFORD, MA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 6.31M
Full voting authority
6.31M
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 | GROWTH ETF | 248.02K | SH | $108.33M 15.03% | 248.02K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 519.50K | SH | $57.35M 7.96% | 519.50K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 383.01K | SH | $56.72M 7.87% | 383.01K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 643.66K | SH | $49.63M 6.89% | 643.66K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 383.66K | SH | $30.41M 4.22% | 383.66K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 383.39K | SH | $28.23M 3.92% | 383.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 131.20K | SH | $25.74M 3.57% | 131.20K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 32.39K | SH | $22.60M 3.13% | 32.39K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 684.74K | SH | $21.01M 2.91% | 684.74K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 193.57K | SH | $17.06M 2.37% | 193.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 185.76K | SH | $16.09M 2.23% | 185.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 192.32K | SH | $15.91M 2.21% | 192.32K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPND TEC SC ETF | 123.42K | SH | $14.63M 2.03% | 123.42K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 52.34K | SH | $11.26M 1.56% | 52.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.81K | SH | $11.24M 1.56% | 18.81K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 70.64K | SH | $10.70M 1.48% | 70.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 22.48K | SH | $9.59M 1.33% | 22.48K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 120.38K | SH | $9.44M 1.31% | 120.38K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 169.80K | SH | $8.48M 1.18% | 169.80K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.97K | SH | $8.03M 1.11% | 36.97K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 78.01K | SH | $7.15M 0.99% | 78.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.93K | SH | $7.05M 0.98% | 26.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 24.74K | SH | $6.74M 0.93% | 24.74K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.74K | SH | $5.62M 0.78% | 9.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 22.14K | SH | $5.62M 0.78% | 22.14K | 0.00 | 0.00 |