BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
30.6%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 6.48M
Full voting authority
6.48M
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 |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 3000 ETFSOLE | ETF | 184.42K | SH | $64.73M 15.60% | 184.42K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 677.08K | SH | $38.60M 9.30% | 677.07K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 321.31K | SH | $23.66M 5.70% | 321.31K | 0.00 | 0.00 |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 148.85K | SH | $15.32M 3.69% | 148.85K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 24.43K | SH | $15.17M 3.66% | 24.43K | 0.00 | 0.00 |
ISHARES NORTH AMERICAN NATURAL RESOURCES ETFSOLE | ETF | 316.62K | SH | $14.01M 3.38% | 316.62K | 0.00 | 0.00 |
VANGUARD RUSSELL 3000 ETFSOLE | ETF | 41.71K | SH | $11.38M 2.74% | 41.71K | 0.00 | 0.00 |
SCHWAB U S BROAD MARKET ETFSOLE | ETF | 441.86K | SH | $10.53M 2.54% | 441.86K | 0.00 | 0.00 |
ISHARES TIPS BOND ETFSOLE | ETF | 88.03K | SH | $9.69M 2.33% | 88.03K | 0.00 | 0.00 |
VANECK IG FLOATING RATE ETFSOLE | ETF | 318.27K | SH | $8.12M 1.96% | 318.27K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 50.71K | SH | $8.01M 1.93% | 50.71K | 0.00 | 0.00 |
ISHARES S&P SMALL-CAP 600 VALUE ETFSOLE | ETF | 75.95K | SH | $7.56M 1.82% | 75.95K | 0.00 | 0.00 |
ISHARES INTERNATIONAL TREASURY BOND ETFSOLE | ETF | 172.31K | SH | $7.43M 1.79% | 172.31K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 35.97K | SH | $7.38M 1.78% | 35.96K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 72.82K | SH | $6.51M 1.57% | 72.81K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 125.29K | SH | $6.20M 1.49% | 125.29K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 67.54K | SH | $6.01M 1.45% | 67.54K | 0.00 | 0.00 |
ISHARES CORE U S AGGREGATE BOND ETFSOLE | ETF | 60.63K | SH | $6.01M 1.45% | 60.63K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 21.30K | SH | $5.87M 1.41% | 21.30K | 0.00 | 0.00 |
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFSOLE | ETF | 146.47K | SH | $5.84M 1.41% | 146.47K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 48.58K | SH | $5.35M 1.29% | 48.58K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 39.06K | SH | $5.25M 1.27% | 39.06K | 0.00 | 0.00 |
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 122.43K | SH | $4.91M 1.18% | 122.42K | 0.00 | 0.00 |
ISHARES SELECT U S REIT ETFSOLE | ETF | 79.46K | SH | $4.86M 1.17% | 79.46K | 0.00 | 0.00 |
VANGUARD S&P 500 VALUE ETFSOLE | ETF | 24.57K | SH | $4.64M 1.12% | 24.57K | 0.00 | 0.00 |