RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
57.5%
Top 10 weight
94.5%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Russell Top 200 Growth ETFSOLE | ETF | 296.22K | SH | $86.09M 27.51% | 0.00 | 0.00 | 296.22K |
iShares Russell Top 200 Value ETFSOLE | ETF | 550.64K | SH | $57.91M 18.51% | 0.00 | 0.00 | 550.64K |
Vanguard Core Bond ETFSOLE | ETF | 464.66K | SH | $35.89M 11.47% | 0.00 | 0.00 | 464.66K |
iShares Core US Aggregate Bond ETFSOLE | ETF | 312.80K | SH | $30.96M 9.90% | 0.00 | 0.00 | 312.80K |
iShares Russell Mid-Cap Value ETFSOLE | ETF | 165.17K | SH | $27.19M 8.69% | 0.00 | 0.00 | 165.17K |
iShares Core MSCI EAFE ETFSOLE | ETF | 212.16K | SH | $20.49M 6.55% | 0.00 | 0.00 | 212.16K |
iShares Russell Mid-Cap Growth ETFSOLE | ETF | 85.21K | SH | $12.48M 3.99% | 0.00 | 0.00 | 85.21K |
iShares Core MSCI Emerging Markets ETFSOLE | ETF | 111.58K | SH | $9.24M 2.95% | 0.00 | 0.00 | 111.58K |
Vanguard Russell 2000 ETFSOLE | ETF | 71.12K | SH | $8.64M 2.76% | 0.00 | 0.00 | 71.12K |
iShares National Muni Bond ETFSOLE | ETF | 62.20K | SH | $6.69M 2.14% | 0.00 | 0.00 | 62.20K |
Dimensional International Small Cap ETFSOLE | ETF | 98.37K | SH | $3.45M 1.10% | 0.00 | 0.00 | 98.37K |
iShares MSCI EAFE Small-Cap ETFSOLE | ETF | 30.87K | SH | $2.54M 0.81% | 0.00 | 0.00 | 30.87K |
Avantis U.S. Small Cap Value ETFSOLE | ETF | 15.66K | SH | $1.95M 0.62% | 0.00 | 0.00 | 15.66K |
Vanguard Intl Hi Div Yld Idx ETFSOLE | ETF | 15.87K | SH | $1.56M 0.50% | 0.00 | 0.00 | 15.87K |
Vanguard High Dividend Yield ETFSOLE | ETF | 6.01K | SH | $949.9K 0.30% | 0.00 | 0.00 | 6.01K |
iShares 7-10 Year Treasury Bond ETFSOLE | ETF | 8.99K | SH | $849.9K 0.27% | 0.00 | 0.00 | 8.99K |
iShares High Yield Systematic Bond ETFSOLE | ETF | 14.45K | SH | $675.7K 0.22% | 0.00 | 0.00 | 14.45K |
iShares Fallen Angels USD Bond ETFSOLE | ETF | 24.27K | SH | $661.0K 0.21% | 0.00 | 0.00 | 24.27K |
Invesco Senior Loan ETFSOLE | ETF | 31.23K | SH | $636.2K 0.20% | 0.00 | 0.00 | 31.23K |
iShares S&P Mid-Cap 400 Value ETFSOLE | ETF | 4.15K | SH | $613.2K 0.20% | 0.00 | 0.00 | 4.15K |
iShares Russell 1000 Value ETFSOLE | ETF | 2.47K | SH | $599.0K 0.19% | 0.00 | 0.00 | 2.47K |
iShares MSCI ACWI ETFSOLE | ETF | 2.95K | SH | $462.9K 0.15% | 0.00 | 0.00 | 2.95K |
iShares MBS ETFSOLE | ETF | 4.80K | SH | $453.8K 0.15% | 0.00 | 0.00 | 4.80K |
iShares MSCI EAFE Value ETFSOLE | ETF | 5.01K | SH | $383.6K 0.12% | 0.00 | 0.00 | 5.01K |
Vanguard Russell 2000 Growth ETFSOLE | ETF | 1.26K | SH | $363.3K 0.12% | 0.00 | 0.00 | 1.26K |