RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
77.4%
Top 10 weight
97.4%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Full voting authority
3.54M
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 Ttl StkSOLE | ETF | 449.57K | SH | $166.36M 53.31% | 449.57K | 0.00 | 0.00 |
iShs 7-10 ys TsySOLE | ETF | 419.94K | SH | $39.71M 12.73% | 419.94K | 0.00 | 0.00 |
Schwab Inter TsySOLE | ETF | 1.44M | SH | $35.45M 11.36% | 1.44M | 0.00 | 0.00 |
Vanguard FTSE AllSOLE | ETF | 261.51K | SH | $21.90M 7.02% | 261.51K | 0.00 | 0.00 |
Schwb US BroadSOLE | ETF | 419.94K | SH | $12.16M 3.90% | 419.94K | 0.00 | 0.00 |
Vanguard Tx Ex BdSOLE | ETF | 180.36K | SH | $9.12M 2.92% | 180.36K | 0.00 | 0.00 |
iShs Lehman 1-3TsySOLE | ETF | 105.75K | SH | $8.68M 2.78% | 105.75K | 0.00 | 0.00 |
Schwab Intl EquitySOLE | ETF | 171.17K | SH | $4.74M 1.52% | 171.17K | 0.00 | 0.00 |
SPDR Brcy1-3 SerSOLE | ETF | 44.47K | SH | $4.08M 1.31% | 44.47K | 0.00 | 0.00 |
AppleSOLE | COM | 5.78K | SH | $1.67M 0.54% | 5.78K | 0.00 | 0.00 |
SPDR S&P 500SOLE | ETF | 2.22K | SH | $1.66M 0.53% | 2.22K | 0.00 | 0.00 |
Vanguard IndxSOLE | ETF | 1.80K | SH | $1.24M 0.40% | 1.80K | 0.00 | 0.00 |
Vanguard Bd InxSOLE | ETF | 8.81K | SH | $647.0K 0.21% | 8.81K | 0.00 | 0.00 |
Vanguard Indx FdSOLE | ETF | 6.90K | SH | $594.4K 0.19% | 6.90K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 1.34K | SH | $499.5K 0.16% | 1.34K | 0.00 | 0.00 |
Vanguard Inx LrgSOLE | ETF | 1.45K | SH | $496.9K 0.16% | 1.45K | 0.00 | 0.00 |
iShs Core S&PSOLE | ETF | 662.00 | SH | $495.8K 0.16% | 662.00 | 0.00 | 0.00 |
Vanguard Info TechSOLE | ETF | 2.98K | SH | $356.6K 0.11% | 2.98K | 0.00 | 0.00 |
iShs MSCI USASOLE | ETF | 1.58K | SH | $346.9K 0.11% | 1.58K | 0.00 | 0.00 |
Invesco QQQ TrSOLE | ETF | 425.00 | SH | $313.0K 0.10% | 425.00 | 0.00 | 0.00 |
Invesco Rusl 1000SOLE | ETF | 4.21K | SH | $288.6K 0.09% | 4.21K | 0.00 | 0.00 |
Exxon MobilSOLE | COM | 2.08K | SH | $284.2K 0.09% | 2.08K | 0.00 | 0.00 |
Vanguard Indx FdSOLE | ETF | 887.00 | SH | $268.9K 0.09% | 887.00 | 0.00 | 0.00 |
iShs MSCI EAFESOLE | ETF | 2.56K | SH | $265.7K 0.09% | 2.56K | 0.00 | 0.00 |
Schwab Stratgc TrSOLE | ETF | 7.87K | SH | $231.5K 0.07% | 7.87K | 0.00 | 0.00 |