ASHBURN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
29.8%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 4.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES S&P 500 VALUE ETFSOLE | ETF | 254.03K | SH | $49.87M 12.83% | 0.00 | 0.00 | 254.03K |
ISHARES S&P 500 INDEXSOLE | ETF | 57.67K | SH | $32.96M 8.48% | 0.00 | 0.00 | 57.67K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 362.25K | SH | $32.96M 8.48% | 0.00 | 0.00 | 362.25K |
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 842.98K | SH | $31.41M 8.08% | 0.00 | 0.00 | 842.98K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 237.74K | SH | $22.49M 5.78% | 0.00 | 0.00 | 237.74K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 253.17K | SH | $21.40M 5.51% | 0.00 | 0.00 | 253.17K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 371.30K | SH | $18.27M 4.70% | 0.00 | 0.00 | 371.30K |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 242.71K | SH | $14.37M 3.70% | 0.00 | 0.00 | 242.71K |
VANGUARD SMALL CAP ETFSOLE | ETF | 57.50K | SH | $13.50M 3.47% | 0.00 | 0.00 | 57.50K |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 106.99K | SH | $12.30M 3.16% | 0.00 | 0.00 | 106.99K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 155.03K | SH | $11.98M 3.08% | 0.00 | 0.00 | 155.03K |
VANGUARD S&P 500 ETFSOLE | ETF | 21.87K | SH | $11.44M 2.94% | 0.00 | 0.00 | 21.87K |
JPMORGAN INFLATION MANAGED BOND ETFSOLE | ETF | 224.63K | SH | $10.78M 2.77% | 0.00 | 0.00 | 224.63K |
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFSOLE | ETF | 62.20K | SH | $10.65M 2.74% | 0.00 | 0.00 | 62.20K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 28.48K | SH | $10.55M 2.71% | 0.00 | 0.00 | 28.48K |
VANGUARD VALUE ETFSOLE | ETF | 60.20K | SH | $10.48M 2.70% | 0.00 | 0.00 | 60.20K |
FIDELITY VALUE FACTOR ETFSOLE | ETF | 155.69K | SH | $9.37M 2.41% | 0.00 | 0.00 | 155.69K |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 132.27K | SH | $8.18M 2.11% | 0.00 | 0.00 | 132.27K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 10.17K | SH | $5.79M 1.49% | 0.00 | 0.00 | 10.17K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 67.08K | SH | $5.53M 1.42% | 0.00 | 0.00 | 67.08K |
EXXON MOBIL CORP COMSOLE | Stock | 43.55K | SH | $5.29M 1.36% | 0.00 | 0.00 | 43.55K |
VANGUARD GROWTH ETFSOLE | ETF | 11.85K | SH | $4.49M 1.16% | 0.00 | 0.00 | 11.85K |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 73.12K | SH | $4.30M 1.11% | 0.00 | 0.00 | 73.12K |
AMAZON.COM INCSOLE | Stock | 16.47K | SH | $3.04M 0.78% | 0.00 | 0.00 | 16.47K |
FIDELITY MSCI HEALTH CARE INDEX ETFSOLE | ETF | 27.15K | SH | $1.96M 0.50% | 0.00 | 0.00 | 27.15K |