SENECA, SC
Allocation by class
Portfolio Concentration
Top 3 weight
47.3%
Top 10 weight
67.8%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 182.76K | SH | $67.63M 24.36% | 0.00 | 0.00 | 182.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 59.65K | SH | $44.54M 16.04% | 0.00 | 0.00 | 59.65K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 81K | SH | $19.17M 6.90% | 0.00 | 0.00 | 81K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 37.87K | SH | $16.15M 5.82% | 0.00 | 0.00 | 37.87K |
ISHARES TRSOLE | CORE 60 BALA ETF | 121.37K | SH | $8.44M 3.04% | 0.00 | 0.00 | 121.37K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 11.13K | SH | $7.83M 2.82% | 0.00 | 0.00 | 11.13K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 100.39K | SH | $7.70M 2.77% | 0.00 | 0.00 | 100.39K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 61.45K | SH | $5.63M 2.03% | 0.00 | 0.00 | 61.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.11K | SH | $5.57M 2.01% | 0.00 | 0.00 | 8.11K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 72.30K | SH | $5.47M 1.97% | 0.00 | 0.00 | 72.30K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 30.82K | SH | $4.87M 1.75% | 0.00 | 0.00 | 30.82K |
ISHARES TRSOLE | CORE 80 20 ETF | 49.73K | SH | $4.85M 1.75% | 0.00 | 0.00 | 49.73K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 44.90K | SH | $3.87M 1.39% | 0.00 | 0.00 | 44.90K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 23.88K | SH | $2.85M 1.03% | 0.00 | 0.00 | 23.88K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.35K | SH | $2.47M 0.89% | 0.00 | 0.00 | 11.35K |
ISHARES TRSOLE | GLOBAL TECH ETF | 14.31K | SH | $2.07M 0.74% | 0.00 | 0.00 | 14.31K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 14.40K | SH | $1.92M 0.69% | 0.00 | 0.00 | 14.40K |
TESLA INCSOLE | COM | 4.13K | SH | $1.74M 0.63% | 0.00 | 0.00 | 4.13K |
ARK ETF TRSOLE | GENOMIC REV ETF | 39.82K | SH | $1.67M 0.60% | 0.00 | 0.00 | 39.82K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 84.51K | SH | $1.66M 0.60% | 0.00 | 0.00 | 84.51K |
COCA COLA COSOLE | COM | 20.30K | SH | $1.65M 0.59% | 0.00 | 0.00 | 20.30K |
PACKAGING CORP AMERSOLE | COM | 6.42K | SH | $1.53M 0.55% | 0.00 | 0.00 | 6.42K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 30.02K | SH | $1.51M 0.54% | 0.00 | 0.00 | 30.02K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 14.86K | SH | $1.43M 0.52% | 0.00 | 0.00 | 14.86K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 28.19K | SH | $1.43M 0.51% | 0.00 | 0.00 | 28.19K |