RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
55.6%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 Top 200 Growth ETFSOLE | ETF | 272.94K | SH | $75.59M 28.83% | 0.00 | 0.00 | 0.00 |
iShares Russell Top 200 Value ETFSOLE | ETF | 442.95K | SH | $40.69M 15.52% | 0.00 | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | ETF | 296.58K | SH | $29.62M 11.30% | 0.00 | 0.00 | 0.00 |
Vanguard Core Bond ETFSOLE | ETF | 379.33K | SH | $29.55M 11.27% | 0.00 | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | ETF | 227.93K | SH | $20.39M 7.78% | 0.00 | 0.00 | 0.00 |
iShares Russell Mid-Cap Value ETFSOLE | ETF | 141.50K | SH | $19.96M 7.61% | 0.00 | 0.00 | 0.00 |
iShares Russell Mid-Cap Growth ETFSOLE | ETF | 89.93K | SH | $12.32M 4.70% | 0.00 | 0.00 | 0.00 |
iShares National Muni Bond ETFSOLE | ETF | 85.90K | SH | $9.20M 3.51% | 0.00 | 0.00 | 0.00 |
iShares Core MSCI Emerging Markets ETFSOLE | ETF | 103.42K | SH | $6.95M 2.65% | 0.00 | 0.00 | 0.00 |
Vanguard Russell 2000 ETFSOLE | ETF | 63.18K | SH | $6.29M 2.40% | 0.00 | 0.00 | 0.00 |
Dimensional Intern Small Cap ETFSOLE | ETF | 82.50K | SH | $2.72M 1.04% | 0.00 | 0.00 | 0.00 |
iShares MSCI EAFE Small-Cap ETFSOLE | ETF | 30.19K | SH | $2.34M 0.89% | 0.00 | 0.00 | 0.00 |
Avantis U.S. Small Cap Value ETFSOLE | ETF | 12.68K | SH | $1.29M 0.49% | 0.00 | 0.00 | 0.00 |
Vanguard Intl Hi Div Yld Idx ETFSOLE | ETF | 12.81K | SH | $1.15M 0.44% | 0.00 | 0.00 | 0.00 |
Vanguard High Dividend Yield ETFSOLE | ETF | 4.80K | SH | $689.3K 0.26% | 0.00 | 0.00 | 0.00 |
iShares 7-10 Year Treasury Bond ETFSOLE | ETF | 6.31K | SH | $606.7K 0.23% | 0.00 | 0.00 | 0.00 |
Invesco Senior Loan ETFSOLE | ETF | 25.42K | SH | $533.8K 0.20% | 0.00 | 0.00 | 0.00 |
iShares Fallen Angels USD Bond ETFSOLE | ETF | 18.74K | SH | $511.7K 0.20% | 0.00 | 0.00 | 0.00 |
SPDR Blmbg High Yield Bd ETFSOLE | ETF | 5.22K | SH | $507.2K 0.19% | 0.00 | 0.00 | 0.00 |
iShares MSCI ACWI ETFSOLE | ETF | 2.90K | SH | $409.9K 0.16% | 0.00 | 0.00 | 0.00 |
iShares MBS ETFSOLE | ETF | 3.54K | SH | $337.3K 0.13% | 0.00 | 0.00 | 0.00 |
Vanguard Emerging Mkts Govt Bd ETFSOLE | ETF | 3.96K | SH | $266.9K 0.10% | 0.00 | 0.00 | 0.00 |
SPDR Blmbg Em Mkts Lcl Bd ETFSOLE | ETF | 12.42K | SH | $265.4K 0.10% | 0.00 | 0.00 | 0.00 |