INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
28.8%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 7.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. AGGREGATE BOND ETFSOLE | UIE | 572.54K | SH | $13.72M 12.88% | 0.00 | 0.00 | 572.54K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | UIE | 369.13K | SH | $9.05M 8.50% | 0.00 | 0.00 | 369.13K |
SCHWAB U.S. BROAD MARKETETFSOLE | UIE | 313.53K | SH | $7.90M 7.41% | 0.00 | 0.00 | 313.53K |
INVESCO S&P 500 LOW VOLATILITY ETFSOLE | UIE | 94.66K | SH | $7.05M 6.62% | 0.00 | 0.00 | 94.66K |
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARESSOLE | UIE | 84.73K | SH | $6.56M 6.16% | 0.00 | 0.00 | 84.73K |
SCHWAB HIGH YIELD BOND ETFSOLE | UIE | 228.12K | SH | $5.95M 5.59% | 0.00 | 0.00 | 228.12K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | UIE | 159.77K | SH | $5.27M 4.95% | 0.00 | 0.00 | 159.77K |
SCHWAB SHORT-TERM U.S. TREASURY ETFSOLE | UIE | 206.47K | SH | $4.96M 4.66% | 0.00 | 0.00 | 206.47K |
SCHWAB U.S. SMALL-CAP ETFSOLE | UIE | 154.45K | SH | $4.39M 4.12% | 0.00 | 0.00 | 154.45K |
SCHWAB U.S. LARGE-CAP VALUE ETFSOLE | UIE | 143.14K | SH | $4.37M 4.10% | 0.00 | 0.00 | 143.14K |
SCHWAB U.S. MID-CAP ETFSOLE | UIE | 140.33K | SH | $4.31M 4.05% | 0.00 | 0.00 | 140.33K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | UIE | 134.42K | SH | $3.92M 3.67% | 0.00 | 0.00 | 134.42K |
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFSOLE | UIE | 116.28K | SH | $3.59M 3.37% | 0.00 | 0.00 | 116.28K |
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFSOLE | UIE | 113.47K | SH | $3.08M 2.89% | 0.00 | 0.00 | 113.47K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | UIE | 24.84K | SH | $2.47M 2.31% | 0.00 | 0.00 | 24.84K |
INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFSOLE | UIE | 63.90K | SH | $2.18M 2.05% | 0.00 | 0.00 | 63.90K |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | UIE | 19.62K | SH | $1.80M 1.69% | 0.00 | 0.00 | 19.62K |
SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFSOLE | UIE | 74.57K | SH | $1.69M 1.58% | 0.00 | 0.00 | 74.57K |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | UIE | 10.99K | SH | $996.6K 0.94% | 0.00 | 0.00 | 10.99K |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | UIE | 20.68K | SH | $953.4K 0.89% | 0.00 | 0.00 | 20.68K |
ISHARES IBONDS DEC 2035 TERM CORPORATE ETFSOLE | UIE | 30.04K | SH | $770.3K 0.72% | 0.00 | 0.00 | 30.04K |
INVESCO BULLETSHARES 2035 CORPORATE BOND ETFSOLE | UIE | 37.44K | SH | $768.3K 0.72% | 0.00 | 0.00 | 37.44K |
ISHARES RUSSELL 2000 GROWTH ETFSOLE | UIE | 2.42K | SH | $760.7K 0.71% | 0.00 | 0.00 | 2.42K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | UIE | 1.61K | SH | $685.2K 0.64% | 0.00 | 0.00 | 1.61K |
ISHARES RUSSELL 2000 VALUE ETFSOLE | UIE | 3.19K | SH | $662.8K 0.62% | 0.00 | 0.00 | 3.19K |