WILMINGTON, DE
Allocation by class
Portfolio Concentration
Top 3 weight
49.9%
Top 10 weight
91.1%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Full voting authority
2.44M
shares
Joint voting authority
2.81K
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | EXCHANGE TRADED FUNDS | 170.30K | SH | $66.88M 23.17% | 170.30K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | EXCHANGE TRADED FUNDS | 598.97K | SH | $41.80M 14.48% | 597.69K | 1.28K | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | EXCHANGE TRADED FUNDS | 82.95K | SH | $35.46M 12.29% | 82.79K | 159.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | EXCHANGE TRADED FUNDS | 423.42K | SH | $27.25M 9.44% | 423.20K | 222.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | EXCHANGE TRADED FUNDS | 91K | SH | $22.69M 7.86% | 90.93K | 74.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | EXCHANGE TRADED FUNDS | 190.97K | SH | $18.01M 6.24% | 190.84K | 133.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | EXCHANGE TRADED FUNDS | 368.40K | SH | $17.53M 6.07% | 368.18K | 226.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | EXCHANGE TRADED FUNDS | 44.84K | SH | $12.21M 4.23% | 44.80K | 30.00 | 0.00 |
VANGUARD VALUE ETFSOLE | EXCHANGE TRADED FUNDS | 83.92K | SH | $11.57M 4.01% | 83.85K | 63.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | EXCHANGE TRADED FUNDS | 41.18K | SH | $9.67M 3.35% | 41.18K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | EXCHANGE TRADED FUNDS | 14.49K | SH | $6.22M 2.16% | 14.49K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | EXCHANGE TRADED FUNDS | 79.61K | SH | $5.51M 1.91% | 79.61K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | COMMON STOCKS | 77.32K | SH | $3.88M 1.34% | 76.77K | 557.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | EXCHANGE TRADED FUNDS | 60.47K | SH | $2.70M 0.94% | 60.47K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSOLE | EXCHANGE TRADED FUNDS | 31.68K | SH | $1.66M 0.58% | 31.68K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFSOLE | COMMON STOCKS | 29.31K | SH | $1.48M 0.51% | 29.31K | 0.00 | 0.00 |
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFSOLE | EXCHANGE TRADED FUNDS | 19.98K | SH | $876.9K 0.30% | 19.91K | 74.00 | 0.00 |
CISCO SYS INC COMSOLE | COMMON STOCKS | 11.91K | SH | $640.5K 0.22% | 11.91K | 0.00 | 0.00 |
APPLE INC COMSOLE | COMMON STOCKS | 3.01K | SH | $515.3K 0.18% | 3.01K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | EXCHANGE TRADED FUNDS | 1.48K | SH | $466.4K 0.16% | 1.48K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INC COMSOLE | EXCHANGE TRADED FUNDS | 1.12K | SH | $269.9K 0.09% | 1.12K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | EXCHANGE TRADED FUNDS | 2.03K | SH | $258.4K 0.09% | 2.03K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | EXCHANGE TRADED FUNDS | 1.15K | SH | $243.2K 0.08% | 1.15K | 0.00 | 0.00 |
ISHARES S&P 100 ETFSOLE | EXCHANGE TRADED FUNDS | 1.12K | SH | $224.1K 0.08% | 1.12K | 0.00 | 0.00 |
EATON CORP PLC SHSSOLE | COMMON STOCKS | 957.00 | SH | $204.1K 0.07% | 957.00 | 0.00 | 0.00 |