CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
43.9%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P500 ETF (trust Trust Unit Depositary Receipt)SOLE | ETF | 66.13K | SH | $43.00M 28.11% | 0.00 | 0.00 | 66.13K |
Vanguard Idx FundSOLE | ETF | 51.72K | SH | $16.59M 10.85% | 0.00 | 0.00 | 51.72K |
Vanguard Total (international Stock Index Fund)SOLE | ETF | 98.62K | SH | $7.60M 4.97% | 0.00 | 0.00 | 98.62K |
iShares iBonds Dec 2034 Term Treasury ETFSOLE | ETF | 231.17K | SH | $5.92M 3.87% | 0.00 | 0.00 | 231.17K |
Vanguard Extended (markets Index Fund)SOLE | ETF | 28.14K | SH | $5.79M 3.78% | 0.00 | 0.00 | 28.14K |
iShares iBonds Dec 2026 Term Treasury ETFSOLE | ETF | 242.84K | SH | $5.56M 3.64% | 0.00 | 0.00 | 242.84K |
iShares iBonds Dec 2032 Term Treasury ETFSOLE | ETF | 234.63K | SH | $5.38M 3.52% | 0.00 | 0.00 | 234.63K |
Vanguard World FD (esg US STK Etf)SOLE | ETF | 43.09K | SH | $4.84M 3.16% | 0.00 | 0.00 | 43.09K |
iShares iBonds Dec 2027 Term Treasury ETFSOLE | ETF | 209.41K | SH | $4.70M 3.07% | 0.00 | 0.00 | 209.41K |
iShares TR Esg Awr (us Agrgt)SOLE | ETF | 94.37K | SH | $4.49M 2.93% | 0.00 | 0.00 | 94.37K |
iShares TR Esg SCRND (S&P500)SOLE | ETF | 71.50K | SH | $3.52M 2.30% | 0.00 | 0.00 | 71.50K |
Select Sector SPDR (TR Energy)SOLE | ETF | 56.38K | SH | $3.45M 2.26% | 0.00 | 0.00 | 56.38K |
iShares Trust Esg (advanced MSCI EAFE Etf)SOLE | ETF | 44.19K | SH | $3.33M 2.18% | 0.00 | 0.00 | 44.19K |
Vanguard Intl Equity (index FDS Allwrld Ex Us)SOLE | ETF | 42.26K | SH | $3.17M 2.07% | 0.00 | 0.00 | 42.26K |
iShares S&P 500SOLE | ETF | 2.95K | SH | $1.93M 1.26% | 0.00 | 0.00 | 2.95K |
Innovator Etfs Trust (us Eqty PWR Buf)SOLE | ETF | 42.35K | SH | $1.83M 1.19% | 0.00 | 0.00 | 42.35K |
iShares TR (egsadvncdmsci Em)SOLE | ETF | 33.78K | SH | $1.62M 1.06% | 0.00 | 0.00 | 33.78K |
iShares iBonds Dec 2029 Term Treasury ETFSOLE | ETF | 42.45K | SH | $927.2K 0.61% | 0.00 | 0.00 | 42.45K |
J P Morgan Exchange Traded Fund Trust JPMorgan Equity Premium Income ETFSOLE | ETF | 16.21K | SH | $918.6K 0.60% | 0.00 | 0.00 | 16.21K |
Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR)SOLE | ETF | 1.86K | SH | $813.6K 0.53% | 0.00 | 0.00 | 1.86K |
Innovator Etfs Trust (equity Def Protn)SOLE | ETF | 31.39K | SH | $797.1K 0.52% | 0.00 | 0.00 | 31.39K |
Apple IncSOLE | Com | 3.14K | SH | $796.1K 0.52% | 0.00 | 0.00 | 3.14K |
Global X FDS S&P 500 (covered)SOLE | ETF | 20.28K | SH | $793.5K 0.52% | 0.00 | 0.00 | 20.28K |
Innovator Etfs Trust (international DV)SOLE | ETF | 22.34K | SH | $783.2K 0.51% | 0.00 | 0.00 | 22.34K |
iShares TR Esg SCRND (S&P SM)SOLE | ETF | 16.49K | SH | $718.1K 0.47% | 0.00 | 0.00 | 16.49K |