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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $50.4M | 1071438 | 7.28% |
| 2 | FIDELITY MERRIMACK STR TR | $49.8M | 1091929 | 7.19% |
| 3 | FRANKLIN TEMPLETON ETF TR | $49.5M | 901408 | 7.15% |
| 4 | BNY MELLON ETF TRUST | $48.3M | 977236 | 6.98% |
| 5 | VANECK ETF TRUST | $46.9M | 484623 | 6.77% |
| 6 | PUTNAM ETF TRUST | $39.9M | 860780 | 5.77% |
| 7 | ISHARES TR | $38.8M | 839848 | 5.61% |
| 8 | SPDR SERIES TRUST | $27.5M | 485270 | 3.97% |
| 9 | AMERICAN CENTY ETF TR | $24.7M | 223950 | 3.57% |
| 10 | ISHARES TR | $23.2M | 344275 | 3.36% |
| 11 | T ROWE PRICE ETF INC | $22.6M | 512441 | 3.27% |
| 12 | SCHWAB STRATEGIC TR | $21.3M | 731089 | 3.08% |
| 13 | ISHARES TR | $20.6M | 31593 | 2.98% |
| 14 | ISHARES TR | $20.4M | 164269 | 2.95% |
| 15 | SPDR SERIES TRUST | $18.8M | 192303 | 2.72% |
| 16 | NOMURA ETF TR | $18.0M | 744931 | 2.60% |
| 17 | J P MORGAN EXCHANGE TRADED F | $15.5M | 309076 | 2.23% |
| 18 | SCHWAB STRATEGIC TR | $14.7M | 475237 | 2.12% |
| 19 | SSGA ACTIVE ETF TR | $10.5M | 291378 | 1.52% |
| 20 | SCHWAB STRATEGIC TR | $10.0M | 326994 | 1.44% |
| 21 | ISHARES TR | $9.1M | 85485 | 1.31% |
| 22 | SCHWAB STRATEGIC TR | $7.1M | 277142 | 1.03% |
| 23 | VANGUARD MALVERN FDS | $6.5M | 84316 | 0.94% |
| 24 | AMERICAN CENTY ETF TR | $6.1M | 60712 | 0.88% |
| 25 | AMERICAN CENTY ETF TR | $5.2M | 64588 | 0.75% |
| 26 | AMERICAN CENTY ETF TR | $5.2M | 69310 | 0.75% |
| 27 | T ROWE PRICE ETF INC | $5.0M | 141574 | 0.73% |
| 28 | ISHARES TR | $4.7M | 63013 | 0.68% |
| 29 | ISHARES TR | $4.3M | 38902 | 0.63% |
| 30 | DIMENSIONAL ETF TRUST | $3.9M | 114511 | 0.56% |
| 31 | CATERPILLAR INC | $3.5M | 4880 | 0.50% |
| 32 | SPDR SERIES TRUST | $2.9M | 118393 | 0.42% |
| 33 | SPDR SERIES TRUST | $2.8M | 36800 | 0.41% |
| 34 | SCHWAB STRATEGIC TR | $2.8M | 95728 | 0.40% |
| 35 | VANGUARD MUN BD FDS | $2.4M | 31458 | 0.35% |
| 36 | APPLE INC | $2.3M | 8967 | 0.33% |
| 37 | VANGUARD INDEX FDS | $2.1M | 4824 | 0.30% |
| 38 | SCHWAB STRATEGIC TR | $1.8M | 64940 | 0.26% |
| 39 | ISHARES TR | $1.8M | 27986 | 0.26% |
| 40 | VANGUARD INDEX FDS | $1.7M | 6024 | 0.25% |
| 41 | VANGUARD INDEX FDS | $1.6M | 5117 | 0.24% |
| 42 | ANALOG DEVICES INC | $1.5M | 4849 | 0.22% |
| 43 | EASTERN BANKSHARES INC | $1.5M | 74443 | 0.21% |
| 44 | INVESCO QQQ TR | $1.3M | 2200 | 0.18% |
| 45 | VANGUARD INDEX FDS | $1.1M | 4325 | 0.16% |
| 46 | JPMORGAN CHASE & CO | $1.1M | 3801 | 0.16% |
| 47 | VISA INC | $1.0M | 3346 | 0.15% |
| 48 | MICROSOFT CORP | $982K | 2653 | 0.14% |
| 49 | ISHARES TR | $878K | 9698 | 0.13% |
| 50 | GE AEROSPACE | $876K | 3087 | 0.13% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.