PROSPECT, KY
Allocation by class
Portfolio Concentration
Top 3 weight
47.6%
Top 10 weight
82.4%
Voting Authority Distribution
Total shares with voting rights: 9.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | COM | 355K | SH | $212.13M 21.01% | 0.00 | 0.00 | 355K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | COM | 430.22K | SH | $138.02M 13.67% | 0.00 | 0.00 | 430.22K |
VANGUARD EXTENDED MARKET ETFSOLE | COM | 634.18K | SH | $130.51M 12.93% | 0.00 | 0.00 | 634.18K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | COM | 1.33M | SH | $102.36M 10.14% | 0.00 | 0.00 | 1.33M |
VANGUARD VALUE ETFSOLE | COM | 352.71K | SH | $69.20M 6.86% | 0.00 | 0.00 | 352.71K |
VANGUARD GROWTH ETFSOLE | COM | 133K | SH | $58.09M 5.75% | 0.00 | 0.00 | 133K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | COM | 695.36K | SH | $34.69M 3.44% | 0.00 | 0.00 | 695.36K |
SCHWAB U.S. LARGE-CAP ETFSOLE | COM | 1.26M | SH | $32.22M 3.19% | 0.00 | 0.00 | 1.26M |
VANGUARD SHORT-TERM TAX EXEMPT BD ETFSOLE | COM | 299.56K | SH | $30.30M 3.00% | 0.00 | 0.00 | 299.56K |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | COM | 412.18K | SH | $24.55M 2.43% | 0.00 | 0.00 | 412.18K |
VANGUARD LONG-TERM TREASURY ETFSOLE | COM | 355.72K | SH | $19.69M 1.95% | 0.00 | 0.00 | 355.72K |
ISHARES TR CORE S&P TTL STKSOLE | COM | 137.13K | SH | $19.53M 1.93% | 0.00 | 0.00 | 137.13K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | COM | 288.38K | SH | $15.59M 1.54% | 0.00 | 0.00 | 288.38K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | COM | 503.83K | SH | $12.47M 1.24% | 0.00 | 0.00 | 503.83K |
VANGUARD HIGH DIVIDEND YIELD ETFSOLE | COM | 63.32K | SH | $9.38M 0.93% | 0.00 | 0.00 | 63.32K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | COM | 41.50K | SH | $8.93M 0.88% | 0.00 | 0.00 | 41.50K |
ISHARES TR CORE MSCI TOTALSOLE | COM | 76.29K | SH | $6.61M 0.65% | 0.00 | 0.00 | 76.29K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | COM | 224.78K | SH | $6.55M 0.65% | 0.00 | 0.00 | 224.78K |
SCHWAB U.S. MID-CAP ETFSOLE | COM | 185.14K | SH | $5.73M 0.57% | 0.00 | 0.00 | 185.14K |
VANGUARD MID-CAP ETFSOLE | COM | 18.62K | SH | $5.35M 0.53% | 0.00 | 0.00 | 18.62K |
VANGUARD SMALL-CAP ETFSOLE | COM | 19.26K | SH | $5.04M 0.50% | 0.00 | 0.00 | 19.26K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | COM | 131.89K | SH | $4.35M 0.43% | 0.00 | 0.00 | 131.89K |
SCHWAB U.S. SMALL-CAP ETFSOLE | COM | 123.84K | SH | $3.60M 0.36% | 0.00 | 0.00 | 123.84K |
JPMORGAN CHASE & COMPANYSOLE | COM | 10.51K | SH | $3.09M 0.31% | 0.00 | 0.00 | 10.51K |
EXXON MOBIL CORPORATIONSOLE | COM | 17.35K | SH | $2.94M 0.29% | 0.00 | 0.00 | 17.35K |