Allocation by class
Portfolio Concentration
Top 3 weight
28.7%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 78.90M
Full voting authority
5.60M
shares
Joint voting authority
73.31M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TROTR | RUS 1000 ETF | 1.64M | SH | $585.38M 10.90% | 0.00 | 1.64M | 0.00 |
ISHARES TROTR | CORE S&P MCP ETF | 8.28M | SH | $559.26M 10.42% | 0.00 | 8.28M | 0.00 |
ISHARES TROTR | RUSSELL 2000 ETF | 1.60M | SH | $397.71M 7.41% | 0.00 | 1.60M | 0.00 |
ISHARES TROTR | MSCI USA MIN VOL | 4.24M | SH | $393.46M 7.33% | 0.00 | 4.24M | 0.00 |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 7.02M | SH | $379.53M 7.07% | 0.00 | 7.02M | 0.00 |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 524.12K | SH | $340.86M 6.35% | 0.00 | 524.12K | 0.00 |
ISHARES TROTR | CORE S&P SCP ETF | 2.46M | SH | $305.58M 5.69% | 0.00 | 2.46M | 0.00 |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 255.24K | SH | $152.52M 2.84% | 0.00 | 255.24K | 0.00 |
ISHARES TROTR | MSCI INDIA ETF | 3.12M | SH | $146.16M 2.72% | 0.00 | 3.12M | 0.00 |
VANGUARD INDEX FDSOTR | LARGE CAP ETF | 445.13K | SH | $133.03M 2.48% | 0.00 | 445.13K | 0.00 |
DIMENSIONAL ETF TRUSTOTR | US CORE EQUITY 2 | 3.32M | SH | $129.18M 2.41% | 0.00 | 3.32M | 0.00 |
VANGUARD INDEX FDSOTR | REAL ESTATE ETF | 1.39M | SH | $123.57M 2.30% | 0.00 | 1.39M | 0.00 |
VANGUARD INDEX FDSOTR | MID CAP ETF | 421.24K | SH | $120.97M 2.25% | 0.00 | 421.24K | 0.00 |
VANGUARD INDEX FDSOTR | SMALL CP ETF | 350.33K | SH | $91.76M 1.71% | 0.00 | 350.33K | 0.00 |
ISHARES TROTR | RUS MID CAP ETF | 768.48K | SH | $74.72M 1.39% | 0.00 | 768.48K | 0.00 |
ISHARES TROTR | MSCI INTL QUALTY | 1.57M | SH | $72.64M 1.35% | 0.00 | 1.57M | 0.00 |
ISHARES INCOTR | MSCI TAIWAN ETF | 975.21K | SH | $69.16M 1.29% | 0.00 | 975.21K | 0.00 |
ISHARES INCOTR | MSCI JAPAN ETF | 799.77K | SH | $67.53M 1.26% | 0.00 | 799.77K | 0.00 |
ISHARES TROTR | MSCI UK ETF NEW | 1.44M | SH | $65.58M 1.22% | 0.00 | 1.44M | 0.00 |
DIMENSIONAL ETF TRUSTOTR | EMGR CRE EQT MNG | 1.71M | SH | $57.79M 1.08% | 0.00 | 1.71M | 0.00 |
DIMENSIONAL ETF TRUSTOTR | INTL CORE EQUITY | 1.55M | SH | $55.04M 1.02% | 0.00 | 1.55M | 0.00 |
ISHARES TROTR | MSCI USA QLT FCT | 249.68K | SH | $47.89M 0.89% | 0.00 | 249.68K | 0.00 |
VENTURE GLOBAL INCOTR | COM CL A | 2.92M | SH | $46.00M 0.86% | 0.00 | 2.92M | 0.00 |
DIMENSIONAL ETF TRUSTOTR | US HIGH PROFITAB | 1.17M | SH | $43.09M 0.80% | 0.00 | 1.17M | 0.00 |
NEXTDECADE CORPOTR | COM | 5.22M | SH | $39.96M 0.74% | 0.00 | 5.22M | 0.00 |