PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 3.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 36.24K | SH | $11.63M 9.57% | 0.00 | 0.00 | 36.24K |
ISHARES TROTR | 0-3 MNTH TREASRY | 105.62K | SH | $10.63M 8.75% | 0.00 | 0.00 | 105.62K |
SCHWAB STRATEGIC TROTR | US LRG CAP ETF | 364.89K | SH | $9.36M 7.70% | 0.00 | 0.00 | 364.89K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 134.38K | SH | $8.61M 7.09% | 0.00 | 0.00 | 134.38K |
INVESCO EXCH TRD SLF IDX FDOTR | BULSHS 2026 CB | 289.89K | SH | $5.66M 4.66% | 0.00 | 0.00 | 289.89K |
INVESCO EXCH TRD SLF IDX FDOTR | BULSHS 2027 CB | 286.17K | SH | $5.62M 4.62% | 0.00 | 0.00 | 286.17K |
INVESCO EXCH TRD SLF IDX FDOTR | INVSCO BLSH 28 | 259.87K | SH | $5.31M 4.37% | 0.00 | 0.00 | 259.87K |
INVESCO EXCH TRD SLF IDX FDOTR | BULETSHS 2029 | 275.75K | SH | $5.15M 4.23% | 0.00 | 0.00 | 275.75K |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 8.22K | SH | $4.91M 4.04% | 0.00 | 0.00 | 8.22K |
APPLE INCOTR | COM | 19.10K | SH | $4.85M 3.99% | 0.00 | 0.00 | 19.10K |
SCHWAB STRATEGIC TROTR | US BRD MKT ETF | 187.53K | SH | $4.71M 3.87% | 0.00 | 0.00 | 187.53K |
INVESCO EXCH TRD SLF IDX FDOTR | INVSCO 30 CORP | 228.92K | SH | $3.83M 3.15% | 0.00 | 0.00 | 228.92K |
VANGUARD INTL EQUITY INDEX FOTR | ALLWRLD EX US | 49.73K | SH | $3.73M 3.07% | 0.00 | 0.00 | 49.73K |
VANGUARD INDEX FDSOTR | SMALL CP ETF | 12.26K | SH | $3.21M 2.64% | 0.00 | 0.00 | 12.26K |
INVESCO EXCH TRD SLF IDX FDOTR | BULETSHS 2031 CP | 186.66K | SH | $3.07M 2.53% | 0.00 | 0.00 | 186.66K |
INTEL CORPOTR | COM | 65.43K | SH | $2.89M 2.38% | 0.00 | 0.00 | 65.43K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 5.94K | SH | $2.85M 2.34% | 0.00 | 0.00 | 5.94K |
INVESCO EXCH TRD SLF IDX FDOTR | BULLETSHS 2032 | 125.40K | SH | $2.58M 2.12% | 0.00 | 0.00 | 125.40K |
INVESCO EXCHANGE TRADED FD TOTR | S&P500 EQL WGT | 11.90K | SH | $2.28M 1.88% | 0.00 | 0.00 | 11.90K |
INVESCO EXCH TRD SLF IDX FDOTR | INVESCO BULLETSH | 92.98K | SH | $1.97M 1.62% | 0.00 | 0.00 | 92.98K |
VANGUARD WORLD FDOTR | ESG US STK ETF | 15.62K | SH | $1.75M 1.44% | 0.00 | 0.00 | 15.62K |
INVESCO EXCH TRD SLF IDX FDOTR | BULSHS 2026 MUNI | 58.92K | SH | $1.39M 1.15% | 0.00 | 0.00 | 58.92K |
INVESCO EXCH TRD SLF IDX FDOTR | BULLETSHARES 203 | 62.83K | SH | $1.30M 1.07% | 0.00 | 0.00 | 62.83K |
INVESCO EXCH TRD SLF IDX FDOTR | BULSHS 2027 MUNI | 49.44K | SH | $1.17M 0.96% | 0.00 | 0.00 | 49.44K |
SCHWAB STRATEGIC TROTR | US AGGREGATE B | 47.43K | SH | $1.10M 0.91% | 0.00 | 0.00 | 47.43K |