ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
27.8%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 34.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
34.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 491.13K | SH | $319.40M 12.99% | 0.00 | 0.00 | 491.13K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 5.10M | SH | $256.72M 10.44% | 0.00 | 0.00 | 5.10M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 334.40K | SH | $107.28M 4.36% | 0.00 | 0.00 | 334.40K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 461.87K | SH | $90.62M 3.69% | 0.00 | 0.00 | 461.87K |
ISHARES TRSOLE | TRS FLT RT BD | 1.30M | SH | $65.97M 2.68% | 0.00 | 0.00 | 1.30M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 109.68K | SH | $65.54M 2.67% | 0.00 | 0.00 | 109.68K |
ISHARES TRSOLE | MSCI EAFE ETF | 605.88K | SH | $58.85M 2.39% | 0.00 | 0.00 | 605.88K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.95M | SH | $56.70M 2.31% | 0.00 | 0.00 | 1.95M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 379.04K | SH | $52.43M 2.13% | 0.00 | 0.00 | 379.04K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 596.15K | SH | $44.77M 1.82% | 0.00 | 0.00 | 596.15K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.48M | SH | $44.45M 1.81% | 0.00 | 0.00 | 1.48M |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 659.18K | SH | $28.04M 1.14% | 0.00 | 0.00 | 659.18K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 690.41K | SH | $26.53M 1.08% | 0.00 | 0.00 | 690.41K |
ISHARES TRSOLE | LARGE CAP MAX BU | 900.59K | SH | $25.36M 1.03% | 0.00 | 0.00 | 900.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 431.76K | SH | $24.43M 0.99% | 0.00 | 0.00 | 431.76K |
VANGUARD SCOTTSDALE FDSSOLE | INT TERM CORP | 294.02K | SH | $24.33M 0.99% | 0.00 | 0.00 | 294.02K |
APPLE INCSOLE | COM | 94.63K | SH | $24.02M 0.98% | 0.00 | 0.00 | 94.63K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 715.98K | SH | $23.89M 0.97% | 0.00 | 0.00 | 715.98K |
SSGA ACTIVE ETF TRSOLE | STATE STREET ULT | 588.18K | SH | $23.82M 0.97% | 0.00 | 0.00 | 588.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 241.49K | SH | $23.64M 0.96% | 0.00 | 0.00 | 241.49K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 85.34K | SH | $21.16M 0.86% | 0.00 | 0.00 | 85.34K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 259.51K | SH | $21.15M 0.86% | 0.00 | 0.00 | 259.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 46.35K | SH | $20.24M 0.82% | 0.00 | 0.00 | 46.35K |
ISHARES TRSOLE | LARGE CAP MAX BU | 760.92K | SH | $20.22M 0.82% | 0.00 | 0.00 | 760.92K |
WISDOMTREE TRSOLE | TRUE DEVELOPED I | 292.89K | SH | $19.91M 0.81% | 0.00 | 0.00 | 292.89K |