ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
27.3%
Top 10 weight
64.4%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.01K | SH | $13.15M 9.88% | 0.00 | 0.00 | 22.01K |
ISHARES TRSOLE | CORE 1 5 YR USD | 253.48K | SH | $12.28M 9.23% | 0.00 | 0.00 | 253.48K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 41.77K | SH | $10.94M 8.22% | 0.00 | 0.00 | 41.77K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 136.39K | SH | $10.52M 7.90% | 0.00 | 0.00 | 136.39K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 29.46K | SH | $8.46M 6.36% | 0.00 | 0.00 | 29.46K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 75.35K | SH | $7.10M 5.34% | 0.00 | 0.00 | 75.35K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 105.55K | SH | $6.76M 5.08% | 0.00 | 0.00 | 105.55K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 31.92K | SH | $6.26M 4.71% | 0.00 | 0.00 | 31.92K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 23.90K | SH | $5.65M 4.25% | 0.00 | 0.00 | 23.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.54K | SH | $4.52M 3.40% | 0.00 | 0.00 | 30.54K |
ISHARES TRSOLE | CORE MSCI TOTAL | 51.66K | SH | $4.48M 3.36% | 0.00 | 0.00 | 51.66K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 54.12K | SH | $4.06M 3.05% | 0.00 | 0.00 | 54.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 50.76K | SH | $4.02M 3.02% | 0.00 | 0.00 | 50.76K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 27.58K | SH | $4.02M 3.02% | 0.00 | 0.00 | 27.58K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 22.77K | SH | $2.52M 1.89% | 0.00 | 0.00 | 22.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.49K | SH | $2.40M 1.81% | 0.00 | 0.00 | 7.49K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.64K | SH | $2.31M 1.74% | 0.00 | 0.00 | 10.64K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.51K | SH | $2.30M 1.72% | 0.00 | 0.00 | 3.51K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 24.89K | SH | $1.95M 1.47% | 0.00 | 0.00 | 24.89K |
ISHARES TRSOLE | CORE S&P SCP ETF | 14.44K | SH | $1.79M 1.35% | 0.00 | 0.00 | 14.44K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 31.66K | SH | $1.71M 1.29% | 0.00 | 0.00 | 31.66K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 3.98K | SH | $1.19M 0.89% | 0.00 | 0.00 | 3.98K |
BANK AMERICA CORPSOLE | COM | 22.83K | SH | $1.11M 0.84% | 0.00 | 0.00 | 22.83K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 14.78K | SH | $1.09M 0.82% | 0.00 | 0.00 | 14.78K |
ISHARES TRSOLE | EAFE VALUE ETF | 13.91K | SH | $1.03M 0.78% | 0.00 | 0.00 | 13.91K |