RESTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 1.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 579.85K | SH | $17.10M 11.52% | 0.00 | 0.00 | 579.85K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 22.88K | SH | $14.88M 10.03% | 0.00 | 0.00 | 22.88K |
ISHARES TRSOLE | CORE S&P MCP ETF | 204.74K | SH | $13.83M 9.32% | 0.00 | 0.00 | 204.74K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 130.40K | SH | $10.22M 6.89% | 0.00 | 0.00 | 130.40K |
ISHARES TRSOLE | MSCI ACWI EX US | 123.44K | SH | $8.45M 5.70% | 0.00 | 0.00 | 123.44K |
ISHARES TRSOLE | CORE S&P SCP ETF | 57.74K | SH | $7.18M 4.84% | 0.00 | 0.00 | 57.74K |
EXXON MOBIL CORPSOLE | COM | 38.50K | SH | $6.53M 4.40% | 0.00 | 0.00 | 38.50K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 10.14K | SH | $6.25M 4.21% | 0.00 | 0.00 | 10.14K |
T ROWE PRICE ETF INCSOLE | PRICE BLUE CHIP | 101.75K | SH | $4.50M 3.03% | 0.00 | 0.00 | 101.75K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 92.35K | SH | $3.78M 2.55% | 0.00 | 0.00 | 92.35K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 93.30K | SH | $3.75M 2.53% | 0.00 | 0.00 | 93.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.18K | SH | $3.38M 2.28% | 0.00 | 0.00 | 5.18K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 4.22K | SH | $2.94M 1.98% | 0.00 | 0.00 | 4.22K |
MICROSOFT CORPSOLE | COM | 6.22K | SH | $2.30M 1.55% | 0.00 | 0.00 | 6.22K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 17.61K | SH | $2.20M 1.48% | 0.00 | 0.00 | 17.61K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.91K | SH | $2.03M 1.37% | 0.00 | 0.00 | 17.91K |
APPLE INCSOLE | COM | 7.17K | SH | $1.82M 1.23% | 0.00 | 0.00 | 7.17K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 41.42K | SH | $1.76M 1.19% | 0.00 | 0.00 | 41.42K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.06K | SH | $1.70M 1.15% | 0.00 | 0.00 | 8.06K |
T ROWE PRICE ETF INCSOLE | VALUE ETF | 44.79K | SH | $1.62M 1.09% | 0.00 | 0.00 | 44.79K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 7.78K | SH | $1.53M 1.03% | 0.00 | 0.00 | 7.78K |
ALPHABET INCSOLE | CAP STK CL A | 5.17K | SH | $1.49M 1.00% | 0.00 | 0.00 | 5.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.55K | SH | $1.46M 0.98% | 0.00 | 0.00 | 4.55K |
JOHNSON & JOHNSONSOLE | COM | 4.97K | SH | $1.22M 0.82% | 0.00 | 0.00 | 4.97K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 9.40K | SH | $1.14M 0.77% | 0.00 | 0.00 | 9.40K |