MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
41.9%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 43.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
43.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 3.72M | SH | $1.37B 29.11% | 0.00 | 0.00 | 3.72M |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 3.33M | SH | $308.51M 6.57% | 0.00 | 0.00 | 3.33M |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 9.57M | SH | $293.58M 6.25% | 0.00 | 0.00 | 9.57M |
ISHARES TRSOLE | RUS 2000 GRW ETF | 935.48K | SH | $293.56M 6.25% | 0.00 | 0.00 | 935.48K |
ISHARES TRSOLE | RUS MD CP GR ETF | 2.18M | SH | $279.91M 5.96% | 0.00 | 0.00 | 2.18M |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 4.87M | SH | $269.46M 5.74% | 0.00 | 0.00 | 4.87M |
ISHARES TRSOLE | S&P 500 VAL ETF | 1.20M | SH | $252.95M 5.39% | 0.00 | 0.00 | 1.20M |
ISHARES TRSOLE | RUS MDCP VAL ETF | 1.02M | SH | $149.20M 3.18% | 0.00 | 0.00 | 1.02M |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 3.32M | SH | $135.62M 2.89% | 0.00 | 0.00 | 3.32M |
ISHARES TRSOLE | RUS 2000 VAL ETF | 644.79K | SH | $122.25M 2.60% | 0.00 | 0.00 | 644.79K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 1.86M | SH | $105.38M 2.24% | 0.00 | 0.00 | 1.86M |
ISHARES TRSOLE | EAFE SML CP ETF | 1.26M | SH | $98.68M 2.10% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | RUS 1000 VAL ETF | 417.95K | SH | $89.30M 1.90% | 0.00 | 0.00 | 417.95K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 644.77K | SH | $68.35M 1.46% | 0.00 | 0.00 | 644.77K |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 1.37M | SH | $65.81M 1.40% | 0.00 | 0.00 | 1.37M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 1.13M | SH | $52.88M 1.13% | 0.00 | 0.00 | 1.13M |
APPLE INCSOLE | COM | 204.23K | SH | $51.83M 1.10% | 0.00 | 0.00 | 204.23K |
NVIDIA CORPORATIONSOLE | COM | 160.32K | SH | $27.96M 0.60% | 0.00 | 0.00 | 160.32K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 104.40K | SH | $26.87M 0.57% | 0.00 | 0.00 | 104.40K |
MICROSOFT CORPSOLE | COM | 70.34K | SH | $26.04M 0.55% | 0.00 | 0.00 | 70.34K |
MARRIOTT INTL INC NEWSOLE | CL A | 78.05K | SH | $25.53M 0.54% | 0.00 | 0.00 | 78.05K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 38.55K | SH | $22.25M 0.47% | 0.00 | 0.00 | 38.55K |
ISHARES TRSOLE | EAFE GRWTH ETF | 194.19K | SH | $21.63M 0.46% | 0.00 | 0.00 | 194.19K |
ISHARES TRSOLE | S&P MC 400GR ETF | 212.24K | SH | $21.36M 0.45% | 0.00 | 0.00 | 212.24K |
AMAZON COM INCSOLE | COM | 79.28K | SH | $16.51M 0.35% | 0.00 | 0.00 | 79.28K |