MYRTLE BEACH, SC
Allocation by class
Portfolio Concentration
Top 3 weight
18.8%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB LONG-TERM U.S. TREASURY ETFSOLE | ETF | 579.54K | SH | $18.14M 7.11% | 0.00 | 0.00 | 579.54K |
BNY MELLON US LARGE CAP CORE EQUITY ETFSOLE | ETF | 118.14K | SH | $16.94M 6.64% | 0.00 | 0.00 | 118.14K |
BNY MELLON CORE BOND ETFSOLE | ETF | 306.99K | SH | $12.88M 5.05% | 0.00 | 0.00 | 306.99K |
SCHWAB US TIPS ETFSOLE | ETF | 472.87K | SH | $12.53M 4.91% | 0.00 | 0.00 | 472.87K |
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 422.55K | SH | $9.90M 3.88% | 0.00 | 0.00 | 422.55K |
CISCO SYS INC COMSOLE | Stock | 62.86K | SH | $7.38M 2.89% | 0.00 | 0.00 | 62.86K |
INVESCO BULLETSHARES 2035 CORPORATE BOND ETFSOLE | ETF | 292.85K | SH | $5.99M 2.35% | 0.00 | 0.00 | 292.85K |
FIDELITY ENHANCED SMALL CAP CORE ETFSOLE | ETF | 109.37K | SH | $5.28M 2.07% | 0.00 | 0.00 | 109.37K |
TEXAS INSTRS INC COMSOLE | Stock | 17.32K | SH | $5.16M 2.02% | 0.00 | 0.00 | 17.32K |
COCA COLA CO COMSOLE | Stock | 59.82K | SH | $4.86M 1.91% | 0.00 | 0.00 | 59.82K |
ALTRIA GROUP INC COMSOLE | Stock | 66.37K | SH | $4.78M 1.87% | 0.00 | 0.00 | 66.37K |
ABBVIE INC COMSOLE | Stock | 18.74K | SH | $4.72M 1.85% | 0.00 | 0.00 | 18.74K |
AMGEN INC COMSOLE | Stock | 13.01K | SH | $4.71M 1.85% | 0.00 | 0.00 | 13.01K |
SOUTHERN COPPER CORP COMSOLE | Stock | 26.80K | SH | $4.67M 1.83% | 0.00 | 0.00 | 26.80K |
PHILIP MORRIS INTL INC COMSOLE | Stock | 24.79K | SH | $4.48M 1.76% | 0.00 | 0.00 | 24.79K |
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETFSOLE | ETF | 136.90K | SH | $4.34M 1.70% | 0.00 | 0.00 | 136.90K |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFSOLE | ETF | 51.89K | SH | $4.31M 1.69% | 0.00 | 0.00 | 51.89K |
TARGA RES CORP COMSOLE | Stock | 15.85K | SH | $4.25M 1.67% | 0.00 | 0.00 | 15.85K |
MERCK & CO INC COMSOLE | Stock | 32.17K | SH | $4.13M 1.62% | 0.00 | 0.00 | 32.17K |
LAM RESEARCH CORP COM NEWSOLE | Stock | 8.74K | SH | $3.79M 1.48% | 0.00 | 0.00 | 8.74K |
BRISTOL-MYERS SQUIBB CO COMSOLE | Stock | 56.31K | SH | $3.24M 1.27% | 0.00 | 0.00 | 56.31K |
SANDISK CORP COMSOLE | Stock | 1.34K | SH | $3.05M 1.19% | 0.00 | 0.00 | 1.34K |
FRONTLINE PLC COMSOLE | Stock | 86.57K | SH | $3.01M 1.18% | 0.00 | 0.00 | 86.57K |
UNION PAC CORP COMSOLE | Stock | 10.96K | SH | $2.98M 1.17% | 0.00 | 0.00 | 10.96K |
SCOTTS MIRACLE-GRO CO CL ASOLE | Stock | 43.26K | SH | $2.95M 1.15% | 0.00 | 0.00 | 43.26K |