RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
27.1%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 331.90K | SH | $25.59M 10.03% | 0.00 | 0.00 | 331.90K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 496.41K | SH | $22.65M 8.88% | 0.00 | 0.00 | 496.41K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 97.16K | SH | $20.90M 8.19% | 0.00 | 0.00 | 97.16K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 117.43K | SH | $17.39M 6.82% | 0.00 | 0.00 | 117.43K |
ISHARES TRSOLE | US TREAS BD ETF | 755.36K | SH | $17.31M 6.78% | 0.00 | 0.00 | 755.36K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 229.90K | SH | $15.70M 6.15% | 0.00 | 0.00 | 229.90K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 434.33K | SH | $12.65M 4.96% | 0.00 | 0.00 | 434.33K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 334.04K | SH | $10.25M 4.02% | 0.00 | 0.00 | 334.04K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 166.44K | SH | $8.69M 3.41% | 0.00 | 0.00 | 166.44K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 364.99K | SH | $8.36M 3.28% | 0.00 | 0.00 | 364.99K |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 323.56K | SH | $5.74M 2.25% | 0.00 | 0.00 | 323.56K |
MICROSOFT CORPSOLE | COM | 14.02K | SH | $5.19M 2.03% | 0.00 | 0.00 | 14.02K |
DEERE & COSOLE | COM | 8.94K | SH | $5.04M 1.97% | 0.00 | 0.00 | 8.94K |
WALMART INCSOLE | COM | 35.49K | SH | $4.41M 1.73% | 0.00 | 0.00 | 35.49K |
JPMORGAN CHASE & COSOLE | COM | 14.84K | SH | $4.37M 1.71% | 0.00 | 0.00 | 14.84K |
PROCTER & GAMBLE COSOLE | COM | 27.93K | SH | $4.03M 1.58% | 0.00 | 0.00 | 27.93K |
PALO ALTO NETWORKS INCSOLE | COM | 24.79K | SH | $3.97M 1.56% | 0.00 | 0.00 | 24.79K |
ELI LILLY & COSOLE | COM | 3.83K | SH | $3.52M 1.38% | 0.00 | 0.00 | 3.83K |
ISHARES TRSOLE | 20 YR TR BD ETF | 37.68K | SH | $3.27M 1.28% | 0.00 | 0.00 | 37.68K |
CHEVRON CORPORATIONSOLE | COM | 14.75K | SH | $3.05M 1.20% | 0.00 | 0.00 | 14.75K |
UBER TECHNOLOGIES INCSOLE | COM | 42.08K | SH | $3.03M 1.19% | 0.00 | 0.00 | 42.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 19.57K | SH | $2.87M 1.12% | 0.00 | 0.00 | 19.57K |
ALPHABET INCSOLE | CAP STK CL A | 9.92K | SH | $2.85M 1.12% | 0.00 | 0.00 | 9.92K |
NETFLIX INC.SOLE | COM | 29.36K | SH | $2.82M 1.11% | 0.00 | 0.00 | 29.36K |
LOWES COS INCSOLE | COM | 11.89K | SH | $2.81M 1.10% | 0.00 | 0.00 | 11.89K |