PROSPECT, KY
Allocation by class
Portfolio Concentration
Top 3 weight
49.3%
Top 10 weight
82.8%
Voting Authority Distribution
Total shares with voting rights: 9.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.65M
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 | 357.95K | SH | $245.85M 21.46% | 0.00 | 0.00 | 357.95K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | COM | 431.82K | SH | $159.79M 13.95% | 0.00 | 0.00 | 431.82K |
VANGUARD EXTENDED MARKET ETFSOLE | COM | 645.03K | SH | $158.81M 13.86% | 0.00 | 0.00 | 645.03K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | COM | 1.35M | SH | $115.59M 10.09% | 0.00 | 0.00 | 1.35M |
VANGUARD VALUE ETFSOLE | COM | 347.60K | SH | $75.75M 6.61% | 0.00 | 0.00 | 347.60K |
VANGUARD GROWTH ETFSOLE | COM | 777.25K | SH | $66.95M 5.84% | 0.00 | 0.00 | 777.25K |
SCHWAB U.S. LARGE-CAP ETFSOLE | COM | 1.26M | SH | $37.21M 3.25% | 0.00 | 0.00 | 1.26M |
VANGUARD TAX-EXEMPT BOND ETFSOLE | COM | 681.86K | SH | $34.49M 3.01% | 0.00 | 0.00 | 681.86K |
VANGUARD SHORT-TERM TAX EXEMPT BD ETFSOLE | COM | 312.89K | SH | $31.70M 2.77% | 0.00 | 0.00 | 312.89K |
ISHARES TR CORE S&P TTL STKSOLE | COM | 136.03K | SH | $22.35M 1.95% | 0.00 | 0.00 | 136.03K |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | COM | 366.11K | SH | $21.59M 1.88% | 0.00 | 0.00 | 366.11K |
VANGUARD LONG-TERM TREASURY ETFSOLE | COM | 359.95K | SH | $19.86M 1.73% | 0.00 | 0.00 | 359.95K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | COM | 290.98K | SH | $17.37M 1.52% | 0.00 | 0.00 | 290.98K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | COM | 437.76K | SH | $12.13M 1.06% | 0.00 | 0.00 | 437.76K |
VANGUARD HIGH DIVIDEND YIELD ETFSOLE | COM | 63.71K | SH | $10.07M 0.88% | 0.00 | 0.00 | 63.71K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | COM | 41.68K | SH | $9.86M 0.86% | 0.00 | 0.00 | 41.68K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | COM | 221.75K | SH | $7.50M 0.65% | 0.00 | 0.00 | 221.75K |
ISHARES TR CORE MSCI TOTALSOLE | COM | 77.24K | SH | $7.37M 0.64% | 0.00 | 0.00 | 77.24K |
SCHWAB U.S. MID-CAP ETFSOLE | COM | 186.31K | SH | $6.87M 0.60% | 0.00 | 0.00 | 186.31K |
VANGUARD MID-CAP ETFSOLE | COM | 70.48K | SH | $5.68M 0.50% | 0.00 | 0.00 | 70.48K |
VANGUARD SMALL-CAP ETFSOLE | COM | 18.24K | SH | $5.53M 0.48% | 0.00 | 0.00 | 18.24K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | COM | 132.06K | SH | $4.79M 0.42% | 0.00 | 0.00 | 132.06K |
SCHWAB U.S. SMALL-CAP ETFSOLE | COM | 124.71K | SH | $4.51M 0.39% | 0.00 | 0.00 | 124.71K |
JPMORGAN CHASE & COMPANYSOLE | COM | 10.58K | SH | $3.46M 0.30% | 0.00 | 0.00 | 10.58K |
SCHWAB U.S. BROAD MARKET ETFSOLE | COM | 112.96K | SH | $3.27M 0.29% | 0.00 | 0.00 | 112.96K |