LEXINGTON, MA
Allocation by class
Portfolio Concentration
Top 3 weight
23.5%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 100.91K | SH | $21.70M 11.60% | 0.00 | 0.00 | 100.91K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 291.64K | SH | $14.57M 7.78% | 0.00 | 0.00 | 291.64K |
ISHARES TRSOLE | US SML CAP EQT | 101.43K | SH | $7.66M 4.09% | 0.00 | 0.00 | 101.43K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 273.61K | SH | $7.62M 4.07% | 0.00 | 0.00 | 273.61K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 133.72K | SH | $6.54M 3.50% | 0.00 | 0.00 | 133.72K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.98K | SH | $5.26M 2.81% | 0.00 | 0.00 | 10.98K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 69.40K | SH | $5.11M 2.73% | 0.00 | 0.00 | 69.40K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 119.56K | SH | $4.05M 2.16% | 0.00 | 0.00 | 119.56K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 62.19K | SH | $3.99M 2.13% | 0.00 | 0.00 | 62.19K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 44.58K | SH | $3.92M 2.09% | 0.00 | 0.00 | 44.58K |
ALPHABET INCSOLE | CAP STK CL A | 11.63K | SH | $3.34M 1.79% | 0.00 | 0.00 | 11.63K |
ISHARES TRSOLE | MSCI INTL QUALTY | 71.37K | SH | $3.30M 1.76% | 0.00 | 0.00 | 71.37K |
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 90.30K | SH | $3.21M 1.72% | 0.00 | 0.00 | 90.30K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 69.42K | SH | $3.17M 1.69% | 0.00 | 0.00 | 69.42K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 16.34K | SH | $3.14M 1.68% | 0.00 | 0.00 | 16.34K |
ISHARES TRSOLE | CORE US AGGBD ET | 30.61K | SH | $3.04M 1.62% | 0.00 | 0.00 | 30.61K |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 73.83K | SH | $2.67M 1.43% | 0.00 | 0.00 | 73.83K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.13K | SH | $2.62M 1.40% | 0.00 | 0.00 | 9.13K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.72K | SH | $2.50M 1.34% | 0.00 | 0.00 | 5.72K |
ISHARES TRSOLE | EAFE VALUE ETF | 33.47K | SH | $2.49M 1.33% | 0.00 | 0.00 | 33.47K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4K | SH | $2.39M 1.28% | 0.00 | 0.00 | 4K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 25K | SH | $2.39M 1.28% | 0.00 | 0.00 | 25K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 45.13K | SH | $2.25M 1.20% | 0.00 | 0.00 | 45.13K |
APPLE INCSOLE | COM | 8.34K | SH | $2.12M 1.13% | 0.00 | 0.00 | 8.34K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 26.11K | SH | $2.01M 1.08% | 0.00 | 0.00 | 26.11K |