RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
40.2%
Top 10 weight
79.3%
Voting Authority Distribution
Total shares with voting rights: 3.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 598.05K | SH | $38.3K 16.15% | 0.00 | 0.00 | 598.05K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 71.72K | SH | $31.3K 13.20% | 0.00 | 0.00 | 71.72K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 130.75K | SH | $25.7K 10.81% | 0.00 | 0.00 | 130.75K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 451.23K | SH | $21.7K 9.14% | 0.00 | 0.00 | 451.23K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 252.92K | SH | $19.8K 8.36% | 0.00 | 0.00 | 252.92K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 266.97K | SH | $14.4K 6.08% | 0.00 | 0.00 | 266.97K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 232.23K | SH | $10.9K 4.60% | 0.00 | 0.00 | 232.23K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 131.99K | SH | $9.1K 3.83% | 0.00 | 0.00 | 131.99K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 32.48K | SH | $8.5K 3.59% | 0.00 | 0.00 | 32.48K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 109.93K | SH | $8.5K 3.58% | 0.00 | 0.00 | 109.93K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 208.52K | SH | $7.5K 3.17% | 0.00 | 0.00 | 208.52K |
ISHARES TRSOLE | CORE INTL AGGR | 80.53K | SH | $4.0K 1.70% | 0.00 | 0.00 | 80.53K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 42.34K | SH | $3.9K 1.62% | 0.00 | 0.00 | 42.34K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 75.62K | SH | $3.4K 1.45% | 0.00 | 0.00 | 75.62K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 127.18K | SH | $2.8K 1.19% | 0.00 | 0.00 | 127.18K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 71K | SH | $2.6K 1.10% | 0.00 | 0.00 | 71K |
INVESCO EXCHANGE TRADED FD TSOLE | LARGE CAP VALUE | 23.80K | SH | $1.7K 0.70% | 0.00 | 0.00 | 23.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.50K | SH | $1.5K 0.63% | 0.00 | 0.00 | 2.50K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 55.77K | SH | $1.4K 0.60% | 0.00 | 0.00 | 55.77K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 18.75K | SH | $1.4K 0.58% | 0.00 | 0.00 | 18.75K |
APPLE INCSOLE | COM | 5.40K | SH | $1.4K 0.58% | 0.00 | 0.00 | 5.40K |
GENWORTH FINL INCSOLE | COM SHS | 166.55K | SH | $1.4K 0.57% | 0.00 | 0.00 | 166.55K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 19.58K | SH | $976.00 0.41% | 0.00 | 0.00 | 19.58K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 20.22K | SH | $911.00 0.38% | 0.00 | 0.00 | 20.22K |
EXXON MOBIL CORPSOLE | COM | 4.94K | SH | $838.00 0.35% | 0.00 | 0.00 | 4.94K |