RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
75.7%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 3.64M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.64M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 443.16K | SH | $165.85M 52.58% | 0.00 | 0.00 | 443.16K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 430.51K | SH | $38.45M 12.19% | 0.00 | 0.00 | 430.51K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 1.45M | SH | $34.36M 10.89% | 0.00 | 0.00 | 1.45M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 286K | SH | $23.73M 7.52% | 0.00 | 0.00 | 286K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 416.10K | SH | $12.20M 3.87% | 0.00 | 0.00 | 416.10K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 122.44K | SH | $9.94M 3.15% | 0.00 | 0.00 | 122.44K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 186.76K | SH | $8.85M 2.80% | 0.00 | 0.00 | 186.76K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 53.11K | SH | $4.87M 1.54% | 0.00 | 0.00 | 53.11K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 175.15K | SH | $4.81M 1.53% | 0.00 | 0.00 | 175.15K |
APPLE INCSOLE | COM | 5.73K | SH | $1.91M 0.60% | 0.00 | 0.00 | 5.73K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.22K | SH | $1.70M 0.54% | 0.00 | 0.00 | 2.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.29K | SH | $1.60M 0.51% | 0.00 | 0.00 | 2.29K |
MICROSOFT CORPSOLE | COM | 1.58K | SH | $813.1K 0.26% | 0.00 | 0.00 | 1.58K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.90K | SH | $621.8K 0.20% | 0.00 | 0.00 | 6.90K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 1.45K | SH | $508.4K 0.16% | 0.00 | 0.00 | 1.45K |
ISHARES TRSOLE | CORE S&P500 ETF | 662.00 | SH | $507.0K 0.16% | 0.00 | 0.00 | 662.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 3.94K | SH | $449.1K 0.14% | 0.00 | 0.00 | 3.94K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 6.39K | SH | $448.3K 0.14% | 0.00 | 0.00 | 6.39K |
EXXON MOBIL CORPSOLE | COM | 2.38K | SH | $387.8K 0.12% | 0.00 | 0.00 | 2.38K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.98K | SH | $375.0K 0.12% | 0.00 | 0.00 | 2.98K |
ISHARES TRSOLE | MSCI USA QLT FCT | 1.58K | SH | $351.4K 0.11% | 0.00 | 0.00 | 1.58K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 1.49K | SH | $348.1K 0.11% | 0.00 | 0.00 | 1.49K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 4.21K | SH | $293.5K 0.09% | 0.00 | 0.00 | 4.21K |
CATERPILLAR INCSOLE | COM | 362.00 | SH | $293.2K 0.09% | 0.00 | 0.00 | 362.00 |
ETF SER SOLUTIONSSOLE | DEFIA QUANT ETF | 1.84K | SH | $279.1K 0.09% | 0.00 | 0.00 | 1.84K |