SENECA, SC
Allocation by class
Portfolio Concentration
Top 3 weight
47.0%
Top 10 weight
68.0%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Full voting authority
2.09M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 184.27K | SH | $59.11M 24.02% | 184.27K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 59.61K | SH | $38.77M 15.76% | 59.61K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 82.61K | SH | $17.77M 7.22% | 82.61K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 38.17K | SH | $14.15M 5.75% | 38.17K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 105.04K | SH | $8.11M 3.29% | 105.04K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 80.74K | SH | $7.40M 3.01% | 80.74K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 11.13K | SH | $6.86M 2.79% | 11.13K | 0.00 | 0.00 |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 75.50K | SH | $5.71M 2.32% | 75.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.14K | SH | $4.87M 1.98% | 8.14K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.93K | SH | $4.58M 1.86% | 30.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60/40 BALAN | 67.66K | SH | $4.35M 1.77% | 67.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.62K | SH | $3.33M 1.35% | 7.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 80/20 AGGRE | 28.66K | SH | $2.54M 1.03% | 28.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.36K | SH | $2.23M 0.91% | 11.36K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.01K | SH | $2.10M 0.85% | 3.01K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 84.42K | SH | $1.66M 0.67% | 84.42K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 14.22K | SH | $1.58M 0.64% | 14.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 40/60 MODER | 32.70K | SH | $1.55M 0.63% | 32.70K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 20.30K | SH | $1.54M 0.63% | 20.30K | 0.00 | 0.00 |
ISHARES TRSOLE | A RATE CP BD ETF | 31.32K | SH | $1.49M 0.61% | 31.32K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 29.72K | SH | $1.48M 0.60% | 29.72K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.06K | SH | $1.47M 0.60% | 3.06K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.93K | SH | $1.46M 0.59% | 3.93K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL TECH ETF | 14.10K | SH | $1.41M 0.57% | 14.10K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 28.19K | SH | $1.41M 0.57% | 28.19K | 0.00 | 0.00 |