FRAMINGHAM, MA
Allocation by class
Portfolio Concentration
Top 3 weight
42.2%
Top 10 weight
74.2%
Voting Authority Distribution
Total shares with voting rights: 1.71M
Full voting authority
1.71M
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 | S&P 500 ETF SHS | 49.43K | SH | $29.54M 23.07% | 49.43K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 505.29K | SH | $15.19M 11.87% | 505.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 21.23K | SH | $9.27M 7.25% | 21.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 220.44K | SH | $8.57M 6.69% | 220.44K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 174.41K | SH | $8.29M 6.48% | 174.41K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 126.95K | SH | $6.43M 5.02% | 126.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 16.64K | SH | $4.77M 3.73% | 16.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.40K | SH | $4.72M 3.68% | 16.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.53K | SH | $4.34M 3.39% | 13.53K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 41.48K | SH | $3.85M 3.01% | 41.48K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 99.50K | SH | $3.05M 2.38% | 99.50K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 62.32K | SH | $3.02M 2.36% | 62.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 22.41K | SH | $2.79M 2.18% | 22.41K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 34.92K | SH | $2.74M 2.14% | 34.92K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 32.81K | SH | $2.53M 1.98% | 32.81K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 49.54K | SH | $2.26M 1.77% | 49.54K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 39.75K | SH | $1.79M 1.40% | 39.75K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 45.82K | SH | $1.79M 1.39% | 45.82K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 26.49K | SH | $1.39M 1.09% | 26.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.94K | SH | $1.26M 0.99% | 1.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.20K | SH | $1.22M 0.95% | 6.20K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.54K | SH | $969.0K 0.76% | 4.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 3.01K | SH | $653.7K 0.51% | 3.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.67K | SH | $616.3K 0.48% | 1.67K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 2.48K | SH | $615.0K 0.48% | 2.48K | 0.00 | 0.00 |