FAIRLAWN, OH
Allocation by class
Portfolio Concentration
Top 3 weight
36.8%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 26.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
26.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAPSOLE | UIE | 7.90M | SH | $232.64M 19.74% | 0.00 | 0.00 | 7.90M |
VANGUARD FTSE DEVELOPEDSOLE | UIE | 1.56M | SH | $110.85M 9.40% | 0.00 | 0.00 | 1.56M |
VANGUARD SHORT TERM CORSOLE | UIE | 1.14M | SH | $90.07M 7.64% | 0.00 | 0.00 | 1.14M |
SCHWAB U.S. AGGREGATESOLE | UIE | 3.86M | SH | $89.18M 7.57% | 0.00 | 0.00 | 3.86M |
SCHWAB U.S. SMALL-CAPSOLE | UIE | 1.44M | SH | $52.13M 4.42% | 0.00 | 0.00 | 1.44M |
SCHWAB U.S. TIPS ETFSOLE | UIE | 1.66M | SH | $44.11M 3.74% | 0.00 | 0.00 | 1.66M |
VANGUARD DIVIDENDSOLE | UIE | 173.53K | SH | $41.06M 3.48% | 0.00 | 0.00 | 173.53K |
STATE STREET SPDRSOLE | UIE | 1.25M | SH | $29.34M 2.49% | 0.00 | 0.00 | 1.25M |
VANGUARD REAL ESTATESOLE | UIE | 293.41K | SH | $28.29M 2.40% | 0.00 | 0.00 | 293.41K |
VANGUARD GROWTH INDEXSOLE | UIE | 322.70K | SH | $27.80M 2.36% | 0.00 | 0.00 | 322.70K |
VANGUARD S&P 500 ETFSOLE | UIE | 36.80K | SH | $25.28M 2.14% | 0.00 | 0.00 | 36.80K |
VANGUARD 0-3 MONTHSOLE | UIE | 333.31K | SH | $25.22M 2.14% | 0.00 | 0.00 | 333.31K |
VANGUARD SMALL-CAP INDEXSOLE | UIE | 77.28K | SH | $23.43M 1.99% | 0.00 | 0.00 | 77.28K |
ISHARES CORE HIGHSOLE | UIE | 845.83K | SH | $23.18M 1.97% | 0.00 | 0.00 | 845.83K |
VANGUARD FTSE EMERGINGSOLE | UIE | 374.42K | SH | $22.35M 1.90% | 0.00 | 0.00 | 374.42K |
SCHWAB U.S. DIVIDENDSOLE | UIE | 585.88K | SH | $18.58M 1.58% | 0.00 | 0.00 | 585.88K |
STATE STREET SPDRSOLE | UIE | 177.52K | SH | $15.60M 1.32% | 0.00 | 0.00 | 177.52K |
APPLE INCSOLE | COM | 46.34K | SH | $13.41M 1.14% | 0.00 | 0.00 | 46.34K |
VANGUARD SMALL-CAP VALUESOLE | UIE | 52.56K | SH | $12.77M 1.08% | 0.00 | 0.00 | 52.56K |
VANGUARD INTERNATIONALSOLE | UIE | 118.37K | SH | $11.05M 0.94% | 0.00 | 0.00 | 118.37K |
SCHWAB INTERNATIONALSOLE | UIE | 374K | SH | $10.36M 0.88% | 0.00 | 0.00 | 374K |
STATE STREET SPDRSOLE | UIE | 108.19K | SH | $9.91M 0.84% | 0.00 | 0.00 | 108.19K |
VANGUARD LARGE-CAP INDEXSOLE | UIE | 21.44K | SH | $7.37M 0.63% | 0.00 | 0.00 | 21.44K |
SCHWAB U.S. MID-CAP ETFSOLE | UIE | 196.20K | SH | $7.23M 0.61% | 0.00 | 0.00 | 196.20K |
CHARLES SCHWAB CORPSOLE | COM | 72.76K | SH | $6.71M 0.57% | 0.00 | 0.00 | 72.76K |