GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
34.2%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 1.94M
Full voting authority
1.94M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 388.41K | SH | $21.98M 11.49% | 388.41K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 37.61K | SH | $21.71M 11.35% | 37.61K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 221.46K | SH | $21.68M 11.33% | 221.46K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 211.06K | SH | $16.27M 8.51% | 211.06K | 0.00 | 0.00 |
ISHARES TRSOLE | MRGSTR MD CP VAL | 152.68K | SH | $12.95M 6.77% | 152.68K | 0.00 | 0.00 |
ISHARES TRSOLE | MRGSTR MD CP GRW | 145.69K | SH | $11.48M 6.00% | 145.69K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 52.52K | SH | $10.08M 5.27% | 52.52K | 0.00 | 0.00 |
ISHARES TRSOLE | MRNING SM CP ETF | 119.23K | SH | $8.29M 4.33% | 119.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 26.19K | SH | $7.92M 4.14% | 26.19K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 18.65K | SH | $4.64M 2.43% | 18.65K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 31.62K | SH | $3.07M 1.61% | 31.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.45K | SH | $2.91M 1.52% | 4.45K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 VL ETF | 30.78K | SH | $2.85M 1.49% | 30.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.19K | SH | $2.82M 1.48% | 16.19K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 34.61K | SH | $2.41M 1.26% | 34.61K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.17K | SH | $2.06M 1.08% | 3.17K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.61K | SH | $1.85M 0.97% | 8.61K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 20.14K | SH | $1.78M 0.93% | 20.14K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL VLU FT | 39.79K | SH | $1.58M 0.83% | 39.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.51K | SH | $1.53M 0.80% | 3.51K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 9.70K | SH | $1.41M 0.74% | 9.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.52K | SH | $1.30M 0.68% | 4.52K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.76K | SH | $1.21M 0.63% | 4.76K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 6.69K | SH | $1.13M 0.59% | 6.69K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 7.51K | SH | $1.09M 0.57% | 7.51K | 0.00 | 0.00 |