Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
61.4%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 47.87K | SH | $32.79M 10.89% | 0.00 | 0.00 | 47.87K |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | S&P 500 ETF SHS | 47.06K | SH | $29.51M 9.80% | 0.00 | 0.00 | 47.06K |
ISHARES TR CORE MSCI TOTALSOLE | CORE MSCI TOTAL | 268.15K | SH | $22.70M 7.54% | 0.00 | 0.00 | 268.15K |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 42.90K | SH | $20.31M 6.74% | 0.00 | 0.00 | 42.90K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | CORE MSCI EMKT | 291.99K | SH | $19.63M 6.52% | 0.00 | 0.00 | 291.99K |
ISHARES TR RUS MID CAP ETFSOLE | RUS MID CAP ETF | 131.06K | SH | $12.62M 4.19% | 0.00 | 0.00 | 131.06K |
HARTFORD FDS EXCHANGE TRADED T TOTAL RTRN ETFSOLE | TOTAL RTRN ETF | 362.09K | SH | $12.37M 4.11% | 0.00 | 0.00 | 362.09K |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 ETF | 49.76K | SH | $12.25M 4.07% | 0.00 | 0.00 | 49.76K |
ISHARES CORE S&P MID-CAP ETFSOLE | CORE S&P MCP ETF | 173.40K | SH | $11.44M 3.80% | 0.00 | 0.00 | 173.40K |
ISHARES TR BROAD USD HIGHSOLE | BROAD USD HIGH | 303.35K | SH | $11.34M 3.77% | 0.00 | 0.00 | 303.35K |
ISHARES TR ISHS 5-10YR INVTSOLE | ISHS 5-10YR INVT | 190.83K | SH | $10.28M 3.41% | 0.00 | 0.00 | 190.83K |
FIDELITY LOW VOLATILITY FACTOR ETFSOLE | LOW VOLITY ETF | 117.56K | SH | $7.85M 2.61% | 0.00 | 0.00 | 117.56K |
VANGUARD MID-CAP INDEX FUNDSOLE | MID CAP ETF | 25.94K | SH | $7.53M 2.50% | 0.00 | 0.00 | 25.94K |
ISHARES CORE 1-5 YEAR USD BOND ETFSOLE | CORE 1 5 YR USD | 153.43K | SH | $7.48M 2.48% | 0.00 | 0.00 | 153.43K |
ISHARES S&P 500 VALUE ETFSOLE | S&P 500 VAL ETF | 29.76K | SH | $6.31M 2.10% | 0.00 | 0.00 | 29.76K |
VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETFSOLE | TT WRLD ST ETF | 43.60K | SH | $6.15M 2.04% | 0.00 | 0.00 | 43.60K |
ISHARES NATIONAL MUNI BOND ETFSOLE | NATIONAL MUN ETF | 48.28K | SH | $5.17M 1.72% | 0.00 | 0.00 | 48.28K |
VANGUARD SMALL-CAP INDEX FUNDSOLE | SMALL CP ETF | 19.31K | SH | $4.98M 1.65% | 0.00 | 0.00 | 19.31K |
ISHARES S&P 500 GROWTH ETFSOLE | S&P 500 GRWT ETF | 36.54K | SH | $4.50M 1.50% | 0.00 | 0.00 | 36.54K |
MICROSOFT CORPSOLE | COM | 7.96K | SH | $3.85M 1.28% | 0.00 | 0.00 | 7.96K |
ISHARES TIPS BOND ETFSOLE | TIPS BD ETF | 33.03K | SH | $3.63M 1.21% | 0.00 | 0.00 | 33.03K |
ISHARES TR CRE U S REIT ETFSOLE | CRE U S REIT ETF | 56.53K | SH | $3.22M 1.07% | 0.00 | 0.00 | 56.53K |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | US TIPS ETF | 97.99K | SH | $2.60M 0.86% | 0.00 | 0.00 | 97.99K |
ISHARES INTL AGGREGATE BONDSOLE | CORE INTL AGGR | 49.82K | SH | $2.49M 0.83% | 0.00 | 0.00 | 49.82K |
PGIM ETF TR ACTV HY BD ETFSOLE | ACTV HY BD ETF | 68.97K | SH | $2.45M 0.81% | 0.00 | 0.00 | 68.97K |