RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 GrowthSOLE | COM | 147.34K | SH | $64.36M 8.55% | 0.00 | 0.00 | 0.00 |
Vanguard ValueSOLE | COM | 316.40K | SH | $62.08M 8.24% | 0.00 | 0.00 | 0.00 |
Ishares Core Msci EuropeSOLE | COM | 512.24K | SH | $36.00M 4.78% | 0.00 | 0.00 | 0.00 |
Vanguard Mega Cap GrowthSOLE | COM | 91.39K | SH | $33.58M 4.46% | 0.00 | 0.00 | 0.00 |
Ishares S&P 500 GrowthSOLE | COM | 295.20K | SH | $33.39M 4.43% | 0.00 | 0.00 | 0.00 |
iShares 7-10 Year Treasury BonSOLE | COM | 344.36K | SH | $32.87M 4.37% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500SOLE | COM | 38.70K | SH | $25.17M 3.34% | 0.00 | 0.00 | 0.00 |
Vanguard Mega Cap ValueSOLE | COM | 158.62K | SH | $22.99M 3.05% | 0.00 | 0.00 | 0.00 |
iShares Broad USD Invm Grd CorSOLE | COM | 426.17K | SH | $21.83M 2.90% | 0.00 | 0.00 | 0.00 |
Janus Henderson Mortgage-BackeSOLE | COM | 386.16K | SH | $17.45M 2.32% | 0.00 | 0.00 | 0.00 |
Apple IncSOLE | COM | 66.60K | SH | $16.90M 2.25% | 0.00 | 0.00 | 0.00 |
Ishares S&P 500 ValueSOLE | COM | 76.11K | SH | $16.07M 2.13% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE PacificSOLE | COM | 147.12K | SH | $14.38M 1.91% | 0.00 | 0.00 | 0.00 |
Ishares Msci Usa EsgSOLE | COM | 84.92K | SH | $12.01M 1.60% | 0.00 | 0.00 | 0.00 |
Vanguard Emerging MarketSOLE | COM | 218.18K | SH | $11.79M 1.57% | 0.00 | 0.00 | 0.00 |
Avantis Emerging Markets EquitSOLE | COM | 143.38K | SH | $11.55M 1.53% | 0.00 | 0.00 | 0.00 |
Ishares Core MsciSOLE | COM | 147.65K | SH | $11.30M 1.50% | 0.00 | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 53.12K | SH | $11.06M 1.47% | 0.00 | 0.00 | 0.00 |
iShares S&P Midcap 400 ValueSOLE | COM | 76.47K | SH | $10.13M 1.35% | 0.00 | 0.00 | 0.00 |
iShares S&P Midcap 400 GrowthSOLE | COM | 98.19K | SH | $9.88M 1.31% | 0.00 | 0.00 | 0.00 |
iShares A.I. Innovation and TeSOLE | COM | 295.29K | SH | $9.73M 1.29% | 0.00 | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 13.66K | SH | $9.68M 1.29% | 0.00 | 0.00 | 0.00 |
Ishars Edg Msci Usa QltySOLE | COM | 50.27K | SH | $9.64M 1.28% | 0.00 | 0.00 | 0.00 |
iShares U.S. Equity Factor RotSOLE | COM | 163.72K | SH | $9.53M 1.27% | 0.00 | 0.00 | 0.00 |
iShares Core MSCI Emerging MarSOLE | COM | 135.38K | SH | $9.44M 1.25% | 0.00 | 0.00 | 0.00 |