TOWSON, MD
Allocation by class
Portfolio Concentration
Top 3 weight
39.5%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 11.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 654.32K | SH | $64.06M 14.15% | 0.00 | 0.00 | 654.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.09M | SH | $61.46M 13.58% | 0.00 | 0.00 | 1.09M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.86M | SH | $53.39M 11.79% | 0.00 | 0.00 | 1.86M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.76M | SH | $39.45M 8.72% | 0.00 | 0.00 | 1.76M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 638.73K | SH | $29.16M 6.44% | 0.00 | 0.00 | 638.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 845.04K | SH | $28.34M 6.26% | 0.00 | 0.00 | 845.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 465.37K | SH | $22.49M 4.97% | 0.00 | 0.00 | 465.37K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 543.25K | SH | $18.69M 4.13% | 0.00 | 0.00 | 543.25K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 283.90K | SH | $13.32M 2.94% | 0.00 | 0.00 | 283.90K |
CAPITAL GROUP GLOBAL EQUITYSOLE | SHS | 363.04K | SH | $11.07M 2.45% | 0.00 | 0.00 | 363.04K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 299.32K | SH | $10.75M 2.37% | 0.00 | 0.00 | 299.32K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 436.44K | SH | $9.75M 2.15% | 0.00 | 0.00 | 436.44K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 335.48K | SH | $8.81M 1.95% | 0.00 | 0.00 | 335.48K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 202.59K | SH | $8.62M 1.90% | 0.00 | 0.00 | 202.59K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 277K | SH | $7.54M 1.67% | 0.00 | 0.00 | 277K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 177.47K | SH | $6.82M 1.51% | 0.00 | 0.00 | 177.47K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 62.14K | SH | $6.00M 1.33% | 0.00 | 0.00 | 62.14K |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 195.98K | SH | $5.75M 1.27% | 0.00 | 0.00 | 195.98K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 171.91K | SH | $5.74M 1.27% | 0.00 | 0.00 | 171.91K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 125.31K | SH | $5.04M 1.11% | 0.00 | 0.00 | 125.31K |
ISHARES TRSOLE | CORE US AGGBD ET | 32.52K | SH | $3.23M 0.71% | 0.00 | 0.00 | 32.52K |
ISHARES TRSOLE | CORE MSCI EAFE | 33.52K | SH | $3.03M 0.67% | 0.00 | 0.00 | 33.52K |
CAPITAL GROUP NEW GEOGRAPHYSOLE | SHS | 85.81K | SH | $2.71M 0.60% | 0.00 | 0.00 | 85.81K |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 84.94K | SH | $2.53M 0.56% | 0.00 | 0.00 | 84.94K |
AMAZON COM INCSOLE | COM | 10.91K | SH | $2.27M 0.50% | 0.00 | 0.00 | 10.91K |