ASHBURN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 24.32K | SH | $18.21M 5.12% | 0.00 | 0.00 | 24.32K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 127.74K | SH | $15.86M 4.46% | 0.00 | 0.00 | 127.74K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 63.14K | SH | $15.31M 4.30% | 0.00 | 0.00 | 63.14K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 328.86K | SH | $14.96M 4.21% | 0.00 | 0.00 | 328.86K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 243.20K | SH | $11.48M 3.23% | 0.00 | 0.00 | 243.20K |
SPDR GOLD TRSOLE | GOLD SHS | 28.61K | SH | $10.54M 2.96% | 0.00 | 0.00 | 28.61K |
PGIM ETF TRSOLE | TOTA RETU BD ETF | 231.79K | SH | $9.61M 2.70% | 0.00 | 0.00 | 231.79K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 118.05K | SH | $9.57M 2.69% | 0.00 | 0.00 | 118.05K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 169.79K | SH | $8.59M 2.41% | 0.00 | 0.00 | 169.79K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 308.05K | SH | $8.53M 2.40% | 0.00 | 0.00 | 308.05K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 177.44K | SH | $7.98M 2.24% | 0.00 | 0.00 | 177.44K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 33.15K | SH | $7.84M 2.20% | 0.00 | 0.00 | 33.15K |
ISHARES TRSOLE | CORE MSCI EAFE | 78.08K | SH | $7.54M 2.12% | 0.00 | 0.00 | 78.08K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 97.68K | SH | $7.49M 2.11% | 0.00 | 0.00 | 97.68K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 22.71K | SH | $6.96M 1.96% | 0.00 | 0.00 | 22.71K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 135.81K | SH | $6.76M 1.90% | 0.00 | 0.00 | 135.81K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 126.47K | SH | $6.65M 1.87% | 0.00 | 0.00 | 126.47K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 75.07K | SH | $6.42M 1.80% | 0.00 | 0.00 | 75.07K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 32.33K | SH | $6.39M 1.80% | 0.00 | 0.00 | 32.33K |
ISHARES INCSOLE | CORE MSCI EMKT | 74.80K | SH | $6.20M 1.74% | 0.00 | 0.00 | 74.80K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 28.11K | SH | $5.98M 1.68% | 0.00 | 0.00 | 28.11K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 121.93K | SH | $5.93M 1.67% | 0.00 | 0.00 | 121.93K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 71.39K | SH | $5.75M 1.62% | 0.00 | 0.00 | 71.39K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 40.63K | SH | $5.41M 1.52% | 0.00 | 0.00 | 40.63K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 104.69K | SH | $5.16M 1.45% | 0.00 | 0.00 | 104.69K |