SANTA CLARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 1.18B
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.18B
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 81.41M | SH | $4.61B 9.35% | 0.00 | 0.00 | 81.41M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 188.31M | SH | $4.22B 8.56% | 0.00 | 0.00 | 188.31M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 152.57M | SH | $3.78B 7.67% | 0.00 | 0.00 | 152.57M |
ISHARES TRSOLE | ISHS 5-10YR INVT | 63.68M | SH | $3.39B 6.88% | 0.00 | 0.00 | 63.68M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 55.85M | SH | $2.55B 5.18% | 0.00 | 0.00 | 55.85M |
ISHARES TRSOLE | FUTURE EXPONENTI | 32.41M | SH | $2.21B 4.48% | 0.00 | 0.00 | 32.41M |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 56.84M | SH | $1.76B 3.57% | 0.00 | 0.00 | 56.84M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 29.59M | SH | $1.73B 3.51% | 0.00 | 0.00 | 29.59M |
ISHARES TRSOLE | RUS 1000 VAL ETF | 8.02M | SH | $1.71B 3.48% | 0.00 | 0.00 | 8.02M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 17.40M | SH | $1.70B 3.46% | 0.00 | 0.00 | 17.40M |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 48.43M | SH | $1.48B 3.00% | 0.00 | 0.00 | 48.43M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 54.68M | SH | $1.44B 2.92% | 0.00 | 0.00 | 54.68M |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 43.61M | SH | $1.37B 2.77% | 0.00 | 0.00 | 43.61M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 24.35M | SH | $1.32B 2.67% | 0.00 | 0.00 | 24.35M |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 59.89M | SH | $1.29B 2.61% | 0.00 | 0.00 | 59.89M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 44.66M | SH | $1.28B 2.60% | 0.00 | 0.00 | 44.66M |
ISHARES TRSOLE | IBOXX INV CP ETF | 10.91M | SH | $1.19B 2.42% | 0.00 | 0.00 | 10.91M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 20.67M | SH | $998.94M 2.03% | 0.00 | 0.00 | 20.67M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 34.11M | SH | $993.49M 2.02% | 0.00 | 0.00 | 34.11M |
ISHARES TRSOLE | CORE S&P SCP ETF | 7.72M | SH | $959.73M 1.95% | 0.00 | 0.00 | 7.72M |
ISHARES TRSOLE | CORE INTL AGGR | 16.42M | SH | $821.61M 1.67% | 0.00 | 0.00 | 16.42M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 16.82M | SH | $789.13M 1.60% | 0.00 | 0.00 | 16.82M |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.90M | SH | $533.44M 1.08% | 0.00 | 0.00 | 7.90M |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 15.54M | SH | $512.12M 1.04% | 0.00 | 0.00 | 15.54M |
ISHARES TRSOLE | 3 7 YR TREAS BD | 4.23M | SH | $501.86M 1.02% | 0.00 | 0.00 | 4.23M |