DRAPER, UT
Allocation by class
Portfolio Concentration
Top 3 weight
23.3%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Full voting authority
3.30M
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 |
|---|---|---|---|---|---|---|---|
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 343.42K | SH | $17.43M 9.16% | 343.42K | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | CORE PLUS BOND | 536.21K | SH | $13.48M 7.08% | 536.21K | 0.00 | 0.00 |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 288.49K | SH | $13.39M 7.03% | 288.49K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 91.12K | SH | $10.42M 5.47% | 91.12K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 247.58K | SH | $9.95M 5.23% | 247.58K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 184.83K | SH | $9.22M 4.84% | 184.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 13.81K | SH | $9.02M 4.74% | 13.81K | 0.00 | 0.00 |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 278.29K | SH | $8.17M 4.29% | 278.29K | 0.00 | 0.00 |
PGIM ETF TRSOLE | ACTIVE AGGREGATE | 180.68K | SH | $7.65M 4.02% | 180.68K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 333.54K | SH | $7.64M 4.01% | 333.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 107.91K | SH | $7.29M 3.83% | 107.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 46.01K | SH | $5.72M 3.00% | 46.01K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 53.52K | SH | $5.31M 2.79% | 53.52K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE INTE | 93.29K | SH | $4.90M 2.58% | 93.29K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.47K | SH | $3.56M 1.87% | 5.47K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 14.65K | SH | $3.09M 1.63% | 14.65K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 27.01K | SH | $3.05M 1.60% | 27.01K | 0.00 | 0.00 |
PGIM ETF TRSOLE | JENNISON INT OPP | 38.93K | SH | $2.16M 1.13% | 38.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.60K | SH | $1.89M 1.00% | 6.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.08K | SH | $1.80M 0.94% | 7.08K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 21.26K | SH | $1.69M 0.89% | 21.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.24K | SH | $1.57M 0.82% | 4.24K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 16.83K | SH | $1.52M 0.80% | 16.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.40K | SH | $1.46M 0.77% | 8.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6K | SH | $1.25M 0.66% | 6K | 0.00 | 0.00 |