RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 3.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 546.09K | SH | $34.99M 7.95% | 0.00 | 0.00 | 546.09K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 261.90K | SH | $24.00M 5.46% | 0.00 | 0.00 | 261.90K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.14K | SH | $19.28M 4.38% | 0.00 | 0.00 | 44.14K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 25.55K | SH | $17.83M 4.05% | 0.00 | 0.00 | 25.55K |
ELI LILLY & COSOLE | COM | 17.37K | SH | $15.98M 3.63% | 0.00 | 0.00 | 17.37K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 47.77K | SH | $14.28M 3.24% | 0.00 | 0.00 | 47.77K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 263.55K | SH | $13.12M 2.98% | 0.00 | 0.00 | 263.55K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 112.72K | SH | $12.75M 2.90% | 0.00 | 0.00 | 112.72K |
ISHARES TRSOLE | CORE US AGGBD ET | 119.88K | SH | $11.90M 2.71% | 0.00 | 0.00 | 119.88K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 169.58K | SH | $10.10M 2.30% | 0.00 | 0.00 | 169.58K |
BLACKROCK ETF TRUST IISOLE | FLEXIBLE INCOME | 192.62K | SH | $10.00M 2.27% | 0.00 | 0.00 | 192.62K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 72.90K | SH | $9.69M 2.20% | 0.00 | 0.00 | 72.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.62K | SH | $8.74M 1.99% | 0.00 | 0.00 | 14.62K |
APPLE INCSOLE | COM | 33.90K | SH | $8.60M 1.96% | 0.00 | 0.00 | 33.90K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.69K | SH | $8.57M 1.95% | 0.00 | 0.00 | 43.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 156.61K | SH | $8.46M 1.92% | 0.00 | 0.00 | 156.61K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 20.73K | SH | $7.44M 1.69% | 0.00 | 0.00 | 20.73K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 23.83K | SH | $7.44M 1.69% | 0.00 | 0.00 | 23.83K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 27.12K | SH | $7.39M 1.68% | 0.00 | 0.00 | 27.12K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 49.22K | SH | $7.29M 1.66% | 0.00 | 0.00 | 49.22K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 59.09K | SH | $7.14M 1.62% | 0.00 | 0.00 | 59.09K |
MICROSOFT CORPSOLE | COM | 16.83K | SH | $6.23M 1.42% | 0.00 | 0.00 | 16.83K |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.38K | SH | $5.97M 1.36% | 0.00 | 0.00 | 88.38K |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.75K | SH | $5.65M 1.28% | 0.00 | 0.00 | 26.75K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.07K | SH | $5.48M 1.24% | 0.00 | 0.00 | 19.07K |