DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 16.36M
Full voting authority
16.36M
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 CAPSOLE | ETF | 264.31K | SH | $78.80M 7.69% | 264.31K | 0.00 | 0.00 |
ISHARES MSCI USA ESG SELECT ETFSOLE | ETF | 522.49K | SH | $69.02M 6.74% | 522.49K | 0.00 | 0.00 |
ISHARES ESG ADVANCED MSCI EAFE ETFSOLE | ETF | 736.63K | SH | $55.53M 5.42% | 736.63K | 0.00 | 0.00 |
ISHARES TR KLD 400 SOCIAL INDEX FDSOLE | ETF | 412.58K | SH | $49.74M 4.86% | 412.58K | 0.00 | 0.00 |
Schwab US Large-Cap ETFSOLE | Exchange Traded Fund | 1.85M | SH | $47.48M 4.64% | 1.85M | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 479.48K | SH | $34.39M 3.36% | 479.48K | 0.00 | 0.00 |
VANGUARD ESG U.S. STOCK ETFSOLE | ETF | 272.95K | SH | $30.64M 2.99% | 272.95K | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | Exchange Traded Fund | 579.13K | SH | $27.27M 2.66% | 579.13K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 316.11K | SH | $24.36M 2.38% | 316.11K | 0.00 | 0.00 |
Invesco BulletShares 2030 Corp Bd ETFSOLE | Exchange Traded Fund | 1.45M | SH | $24.22M 2.36% | 1.45M | 0.00 | 0.00 |
Invesco BulletShares 2029 Corp Bd ETFSOLE | Exchange Traded Fund | 1.25M | SH | $23.33M 2.28% | 1.25M | 0.00 | 0.00 |
Schwab US Broad Market ETFSOLE | Exchange Traded Fund | 853.89K | SH | $21.43M 2.09% | 853.89K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETF TrustSOLE | Exchange Traded Fund | 29.11K | SH | $18.93M 1.85% | 29.11K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | Exchange Traded Fund | 248.88K | SH | $18.33M 1.79% | 248.88K | 0.00 | 0.00 |
ISHARES MSCI EAFE SMALL CAP ETFSOLE | ETF | 225.29K | SH | $17.65M 1.72% | 225.29K | 0.00 | 0.00 |
Schwab US Mid-Cap ETFSOLE | Exchange Traded Fund | 468.82K | SH | $14.51M 1.42% | 468.82K | 0.00 | 0.00 |
Schwab US Small-Cap ETFSOLE | Exchange Traded Fund | 483.86K | SH | $14.07M 1.37% | 483.86K | 0.00 | 0.00 |
iShares High Yield Systematic Bond ETFSOLE | Exchange Traded Fund | 293.36K | SH | $13.65M 1.33% | 293.36K | 0.00 | 0.00 |
VANGUARD FTSE AW X-US SM CAPSOLE | ETF | 87.52K | SH | $12.75M 1.25% | 87.52K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 67.06K | SH | $11.70M 1.14% | 67.06K | 0.00 | 0.00 |
Schwab International Equity ETFSOLE | Exchange Traded Fund | 452.21K | SH | $11.19M 1.09% | 452.21K | 0.00 | 0.00 |
VictoryShares Core Intermediate Bond ETFSOLE | Exchange Traded Fund | 220.10K | SH | $10.35M 1.01% | 220.10K | 0.00 | 0.00 |
Apple IncSOLE | Common Stock | 39.85K | SH | $10.11M 0.99% | 39.85K | 0.00 | 0.00 |
VANGUARD ESG U.S. CORPORATE BOND ETFSOLE | ETF | 149.73K | SH | $9.41M 0.92% | 149.73K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common Stock | 22.28K | SH | $8.25M 0.81% | 22.28K | 0.00 | 0.00 |