MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
18.0%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 31.94M
Full voting authority
31.92M
shares
Joint voting authority
0.00
shares
No voting authority
14.30K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 287.37K | SH | $197.37M 6.76% | 287.37K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 1.05M | SH | $164.77M 5.65% | 1.05M | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 1.20M | SH | $164.47M 5.64% | 1.20M | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 2.43M | SH | $119.74M 4.10% | 2.43M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 1.61M | SH | $118.49M 4.06% | 1.61M | 0.00 | 0.00 |
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFSOLE | ETF | 1.25M | SH | $102.97M 3.53% | 1.25M | 0.00 | 0.00 |
VICTORYSHARES CORE INTERMEDIATE BOND ETFSOLE | ETF | 2.17M | SH | $101.77M 3.49% | 2.17M | 0.00 | 0.00 |
COLUMBIA RESEARCH ENHANCED CORE ETFSOLE | ETF | 2.34M | SH | $101.24M 3.47% | 2.34M | 0.00 | 0.00 |
INVESCO NASDAQ 100 ETFSOLE | ETF | 267.48K | SH | $81.04M 2.78% | 267.48K | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 1.72M | SH | $80.55M 2.76% | 1.72M | 0.00 | 0.00 |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE | ETF | 1.89M | SH | $74.83M 2.56% | 1.89M | 0.00 | 0.00 |
INVESCO S&P 500 TOP 50 ETFSOLE | ETF | 1.12M | SH | $68.62M 2.35% | 1.12M | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 726.96K | SH | $62.15M 2.13% | 726.96K | 0.00 | 0.00 |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 558.25K | SH | $52.79M 1.81% | 558.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 690.35K | SH | $49.19M 1.69% | 690.35K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 435.04K | SH | $41.98M 1.44% | 435.04K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 141.38K | SH | $40.91M 1.40% | 141.38K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 178.84K | SH | $35.78M 1.23% | 178.84K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 89.43K | SH | $33.36M 1.14% | 89.43K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 221.70K | SH | $32.88M 1.13% | 221.70K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 91.63K | SH | $32.75M 1.12% | 91.63K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 71.72K | SH | $27.09M 0.93% | 71.72K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 34.48K | SH | $24.93M 0.85% | 34.48K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 11.58K | SH | $23.03M 0.79% | 11.58K | 0.00 | 0.00 |
JANUS HENDERSON AAA CLO ETFSOLE | ETF | 445.04K | SH | $22.47M 0.77% | 445.04K | 0.00 | 0.00 |