ASHEVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
26.3%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Full voting authority
3.09M
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 LARGE-CAP ETFSOLE | ETF | 51.59K | SH | $15.42M 10.11% | 51.59K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 212.55K | SH | $13.62M 8.93% | 212.55K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 38.72K | SH | $11.12M 7.29% | 38.72K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 40.39K | SH | $10.58M 6.94% | 40.39K | 0.00 | 0.00 |
VANGUARD REAL ESTATE ETFSOLE | ETF | 117.12K | SH | $10.39M 6.81% | 117.12K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 87.50K | SH | $6.44M 4.23% | 87.50K | 0.00 | 0.00 |
ISHARES TIPS BOND ETFSOLE | ETF | 56.76K | SH | $6.26M 4.11% | 56.76K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 113.88K | SH | $5.47M 3.59% | 113.88K | 0.00 | 0.00 |
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETFSOLE | ETF | 91.84K | SH | $5.44M 3.57% | 91.84K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2029 CORPORATE BOND ETFSOLE | ETF | 228.19K | SH | $4.26M 2.79% | 228.19K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2026 CORPORATE BOND ETFSOLE | ETF | 214.22K | SH | $4.18M 2.74% | 214.22K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETFSOLE | ETF | 202.14K | SH | $4.13M 2.71% | 202.14K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2030 CORPORATE BOND ETFSOLE | ETF | 231.94K | SH | $3.88M 2.54% | 231.94K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETFSOLE | ETF | 197.22K | SH | $3.87M 2.54% | 197.22K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2031 CORPORATE BOND ETFSOLE | ETF | 216.91K | SH | $3.57M 2.34% | 216.91K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFSOLE | ETF | 119.36K | SH | $2.77M 1.81% | 119.36K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 123.18K | SH | $2.75M 1.81% | 123.18K | 0.00 | 0.00 |
VANGUARD LONG-TERM BOND ETFSOLE | ETF | 36.02K | SH | $2.48M 1.63% | 36.02K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 24.62K | SH | $2.39M 1.57% | 24.62K | 0.00 | 0.00 |
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETFSOLE | ETF | 50.10K | SH | $2.05M 1.34% | 50.10K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 17.09K | SH | $1.70M 1.11% | 17.09K | 0.00 | 0.00 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSOLE | ETF | 33.65K | SH | $1.68M 1.10% | 33.65K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | ETF | 50.85K | SH | $1.35M 0.89% | 50.85K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2032 CORPORATE BOND ETFSOLE | ETF | 65.04K | SH | $1.34M 0.88% | 65.04K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 5.12K | SH | $1.30M 0.85% | 5.12K | 0.00 | 0.00 |