NORTH BENNINGTON, VT
Allocation by class
Portfolio Concentration
Top 3 weight
49.9%
Top 10 weight
87.2%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Full voting authority
3.31M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 1.05M | SH | $48.42M 28.19% | 1.05M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 32.87K | SH | $21.47M 12.50% | 32.87K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 157.66K | SH | $15.86M 9.23% | 157.66K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 531.60K | SH | $14.80M 8.62% | 531.60K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 190.26K | SH | $14.29M 8.32% | 190.26K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 139.33K | SH | $12.24M 7.12% | 139.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 169.10K | SH | $8.27M 4.82% | 169.10K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 216.06K | SH | $5.75M 3.35% | 216.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 229.93K | SH | $4.94M 2.88% | 229.93K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 110.98K | SH | $3.74M 2.18% | 110.98K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 48.53K | SH | $3.66M 2.13% | 48.53K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 44.10K | SH | $3.65M 2.12% | 44.10K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 112.52K | SH | $2.80M 1.63% | 112.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 109.33K | SH | $2.73M 1.59% | 109.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 76.29K | SH | $2.51M 1.46% | 76.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.43K | SH | $1.89M 1.10% | 7.43K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 54.92K | SH | $1.78M 1.04% | 54.92K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.87K | SH | $996.6K 0.58% | 5.87K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 7.02K | SH | $504.2K 0.29% | 7.02K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 865.00 | SH | $320.2K 0.19% | 865.00 | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 3.15K | SH | $293.6K 0.17% | 3.15K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 941.00 | SH | $228.1K 0.13% | 941.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.07K | SH | $223.1K 0.13% | 1.07K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 2.96K | SH | $211.4K 0.12% | 2.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 2.10K | SH | $208.2K 0.12% | 2.10K | 0.00 | 0.00 |