MARLTON, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 156.66K | SH | $25.73M 11.88% | 0.00 | 0.00 | 156.66K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 247.08K | SH | $8.93M 4.12% | 0.00 | 0.00 | 247.08K |
ISHARES TRSOLE | CORE S&P MCP ETF | 98.24K | SH | $7.58M 3.50% | 0.00 | 0.00 | 98.24K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 60.55K | SH | $6.19M 2.86% | 0.00 | 0.00 | 60.55K |
ISHARES INCSOLE | CUR HD MSCI EM | 133.97K | SH | $5.99M 2.77% | 0.00 | 0.00 | 133.97K |
ISHARES TRSOLE | HDG MSCI EAFE | 120.14K | SH | $5.64M 2.60% | 0.00 | 0.00 | 120.14K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL MAT | 130.83K | SH | $5.06M 2.33% | 0.00 | 0.00 | 130.83K |
ISHARES TRSOLE | 0-5YR HI YL CP | 116.85K | SH | $4.96M 2.29% | 0.00 | 0.00 | 116.85K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 46.84K | SH | $4.72M 2.18% | 0.00 | 0.00 | 46.84K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 95.68K | SH | $4.63M 2.14% | 0.00 | 0.00 | 95.68K |
SELECT SECTOR SPDR TRSOLE | ST STR SVC ETF | 41.64K | SH | $4.46M 2.06% | 0.00 | 0.00 | 41.64K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 89.21K | SH | $4.44M 2.05% | 0.00 | 0.00 | 89.21K |
ISHARES TRSOLE | CONV BD ETF | 35.97K | SH | $4.38M 2.02% | 0.00 | 0.00 | 35.97K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL HLT | 131.20K | SH | $4.35M 2.01% | 0.00 | 0.00 | 131.20K |
ISHARES TRSOLE | FLTG RATE NT ETF | 85.08K | SH | $4.34M 2.01% | 0.00 | 0.00 | 85.08K |
ISHARES TRSOLE | JPMORGAN USD EMG | 45.01K | SH | $4.34M 2.00% | 0.00 | 0.00 | 45.01K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 29.16K | SH | $3.41M 1.58% | 0.00 | 0.00 | 29.16K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL UTL | 41.87K | SH | $3.40M 1.57% | 0.00 | 0.00 | 41.87K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 139.63K | SH | $3.23M 1.49% | 0.00 | 0.00 | 139.63K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 31.73K | SH | $2.97M 1.37% | 0.00 | 0.00 | 31.73K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 35.67K | SH | $2.95M 1.36% | 0.00 | 0.00 | 35.67K |
SSGA ACTIVE ETF TRSOLE | ST STR BL LN ETF | 58.75K | SH | $2.37M 1.09% | 0.00 | 0.00 | 58.75K |
ISHARES INCSOLE | MSCI EMERG MRKT | 28.63K | SH | $2.16M 1.00% | 0.00 | 0.00 | 28.63K |
APPLE INCSOLE | COM | 7.37K | SH | $2.13M 0.98% | 0.00 | 0.00 | 7.37K |
ISHARES TRSOLE | MSCI USA MIN ETF | 21.70K | SH | $2.09M 0.97% | 0.00 | 0.00 | 21.70K |