CONCORD, NH
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 3.13M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.13M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | Class B | 68.47K | SH | $32.81M 10.43% | 0.00 | 0.00 | 68.47K |
Vanguard GrowthSOLE | Common | 49.38K | SH | $21.57M 6.86% | 0.00 | 0.00 | 49.38K |
Vanguard Small CapSOLE | Common | 78.77K | SH | $20.63M 6.56% | 0.00 | 0.00 | 78.77K |
iShares Tr Russell 1000 GrowthSOLE | Common | 46.38K | SH | $19.78M 6.29% | 0.00 | 0.00 | 46.38K |
Vanguard Div AppreciationSOLE | Common | 87.46K | SH | $18.81M 5.98% | 0.00 | 0.00 | 87.46K |
Vanguard FTSE Developed MktsSOLE | Common | 284.79K | SH | $18.25M 5.80% | 0.00 | 0.00 | 284.79K |
Vanguard ValueSOLE | Common | 92.11K | SH | $18.07M 5.75% | 0.00 | 0.00 | 92.11K |
Schwab US Div Equity EtfSOLE | Common | 499.21K | SH | $15.32M 4.87% | 0.00 | 0.00 | 499.21K |
Vanguard Mid CapSOLE | Common | 37.72K | SH | $10.83M 3.44% | 0.00 | 0.00 | 37.72K |
iShares Russell Midcap GrowthSOLE | Common | 78.87K | SH | $10.11M 3.21% | 0.00 | 0.00 | 78.87K |
Vanguard Corp Bond Short TermSOLE | Common | 115.48K | SH | $9.15M 2.91% | 0.00 | 0.00 | 115.48K |
JPMorgan Ultra Short Muni IncoSOLE | Common | 174.01K | SH | $8.87M 2.82% | 0.00 | 0.00 | 174.01K |
Vanguard Sh-Term InfSOLE | Common | 176.38K | SH | $8.81M 2.80% | 0.00 | 0.00 | 176.38K |
iShares Tr Msci Eafe FdSOLE | Common | 88.74K | SH | $8.62M 2.74% | 0.00 | 0.00 | 88.74K |
Spdr SandP Dividend EtfSOLE | Common | 51.57K | SH | $7.53M 2.39% | 0.00 | 0.00 | 51.57K |
Jpmorgan Core Plus BondSOLE | Common | 159K | SH | $7.49M 2.38% | 0.00 | 0.00 | 159K |
Vanguard Small Cap ValueSOLE | Common | 32.31K | SH | $7.02M 2.23% | 0.00 | 0.00 | 32.31K |
Vanguard Mid Cap ValueSOLE | Common | 28.63K | SH | $5.28M 1.68% | 0.00 | 0.00 | 28.63K |
iShares New York MuniSOLE | Common | 94.08K | SH | $5.00M 1.59% | 0.00 | 0.00 | 94.08K |
iShares Russell MidcapSOLE | Common | 48.59K | SH | $4.72M 1.50% | 0.00 | 0.00 | 48.59K |
iShares Tr Russell 2000 ValueSOLE | Common | 24.63K | SH | $4.67M 1.48% | 0.00 | 0.00 | 24.63K |
Vanguard ReitSOLE | Common | 50.93K | SH | $4.52M 1.44% | 0.00 | 0.00 | 50.93K |
Berkshire Hathaway Cl ASOLE | Class A | 6.00 | SH | $4.31M 1.37% | 0.00 | 0.00 | 6.00 |
iShares US Real EstateSOLE | Common | 34.94K | SH | $3.30M 1.05% | 0.00 | 0.00 | 34.94K |
Schwab US Broad MarketSOLE | Common | 128.42K | SH | $3.22M 1.02% | 0.00 | 0.00 | 128.42K |