ROCKVILLE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
21.8%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Full voting authority
1.95M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 322.60K | SH | $9.84M 7.51% | 322.60K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 372.12K | SH | $9.54M 7.29% | 372.12K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 314.50K | SH | $9.16M 7.00% | 314.50K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 13.06K | SH | $7.54M 5.76% | 13.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.45K | SH | $3.67M 2.80% | 14.45K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 60.97K | SH | $3.63M 2.77% | 60.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 11.98K | SH | $3.58M 2.73% | 11.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 52.39K | SH | $3.54M 2.70% | 52.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.04K | SH | $3.51M 2.68% | 8.04K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 37.48K | SH | $3.09M 2.36% | 37.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 22.24K | SH | $2.76M 2.11% | 22.24K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 18.73K | SH | $2.73M 2.08% | 18.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.35K | SH | $2.68M 2.04% | 15.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 18.95K | SH | $2.57M 1.96% | 18.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 12.85K | SH | $2.52M 1.93% | 12.85K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 79.32K | SH | $2.43M 1.86% | 79.32K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 19.92K | SH | $2.36M 1.80% | 19.92K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 38.93K | SH | $2.26M 1.73% | 38.93K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 14.68K | SH | $2.12M 1.62% | 14.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 67.51K | SH | $2.09M 1.60% | 67.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.17K | SH | $1.91M 1.46% | 5.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 19.91K | SH | $1.91M 1.46% | 19.91K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.12K | SH | $1.88M 1.44% | 22.12K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 12.13K | SH | $1.80M 1.37% | 12.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.69K | SH | $1.75M 1.34% | 6.69K | 0.00 | 0.00 |