MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 31.14M
Full voting authority
31.10M
shares
Joint voting authority
0.00
shares
No voting authority
41.50K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXXON MOBIL CORP COMSOLE | Stock | 1.22M | SH | $206.34M 7.95% | 1.22M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 250.78K | SH | $149.85M 5.77% | 250.78K | 0.00 | 0.00 |
ISHARES MSCI ACWI ETFSOLE | ETF | 1.03M | SH | $142.79M 5.50% | 1.03M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 1.55M | SH | $113.80M 4.39% | 1.55M | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 2.40M | SH | $102.04M 3.93% | 2.40M | 0.00 | 0.00 |
VICTORYSHARES CORE INTERMEDIATE BOND ETFSOLE | ETF | 2.06M | SH | $96.89M 3.73% | 2.06M | 0.00 | 0.00 |
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFSOLE | ETF | 1.22M | SH | $92.32M 3.56% | 1.22M | 0.00 | 0.00 |
COLUMBIA RESEARCH ENHANCED CORE ETFSOLE | ETF | 2.29M | SH | $89.13M 3.43% | 2.29M | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 1.57M | SH | $73.95M 2.85% | 1.57M | 0.00 | 0.00 |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE | ETF | 1.86M | SH | $71.06M 2.74% | 1.86M | 0.00 | 0.00 |
INVESCO NASDAQ 100 ETFSOLE | ETF | 266.87K | SH | $63.41M 2.44% | 266.87K | 0.00 | 0.00 |
INVESCO S&P 500 TOP 50 ETFSOLE | ETF | 1.10M | SH | $59.96M 2.31% | 1.10M | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 722.22K | SH | $55.69M 2.15% | 722.22K | 0.00 | 0.00 |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 528.26K | SH | $50.42M 1.94% | 528.26K | 0.00 | 0.00 |
GLOBAL X ADAPTIVE U.S. FACTOR ETFSOLE | ETF | 967.64K | SH | $46.79M 1.80% | 967.64K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 666.89K | SH | $42.73M 1.65% | 666.89K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 433.03K | SH | $34.89M 1.34% | 433.03K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 134.96K | SH | $34.25M 1.32% | 134.96K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 169.07K | SH | $29.49M 1.14% | 169.07K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 73.12K | SH | $27.07M 1.04% | 73.12K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 91.38K | SH | $26.28M 1.01% | 91.38K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 70.68K | SH | $21.88M 0.84% | 70.68K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 86.97K | SH | $18.11M 0.70% | 86.97K | 0.00 | 0.00 |
CISCO SYS INC COMSOLE | Stock | 231.45K | SH | $17.96M 0.69% | 231.45K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 602.55K | SH | $17.55M 0.68% | 602.55K | 0.00 | 0.00 |