GAINESVILLE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
51.5%
Top 10 weight
83.7%
Voting Authority Distribution
Total shares with voting rights: 27.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
27.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 12.81M | SH | $376.95M 29.03% | 0.00 | 0.00 | 12.81M |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 2.21M | SH | $167.99M 12.94% | 0.00 | 0.00 | 2.21M |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | ETF | 1.35M | SH | $124.23M 9.57% | 0.00 | 0.00 | 1.35M |
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSOLE | ETF | 1.57M | SH | $106.34M 8.19% | 0.00 | 0.00 | 1.57M |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 899.73K | SH | $89.06M 6.86% | 0.00 | 0.00 | 899.73K |
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFSOLE | ETF | 1.08M | SH | $64.72M 4.98% | 0.00 | 0.00 | 1.08M |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 743.15K | SH | $50.84M 3.92% | 0.00 | 0.00 | 743.15K |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 1.18M | SH | $43.82M 3.38% | 0.00 | 0.00 | 1.18M |
INVESCO SENIOR LOAN ETFSOLE | ETF | 1.64M | SH | $33.40M 2.57% | 0.00 | 0.00 | 1.64M |
STATE STREET SPDR S&P 500 ESG ETFSOLE | ETF | 407.53K | SH | $29.72M 2.29% | 0.00 | 0.00 | 407.53K |
VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUNDSOLE | ETF | 375.23K | SH | $25.86M 1.99% | 0.00 | 0.00 | 375.23K |
NVIDIA CORPORATION COMSOLE | Stock | 40.28K | SH | $8.06M 0.62% | 0.00 | 0.00 | 40.27K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 19.58K | SH | $8.02M 0.62% | 0.00 | 0.00 | 19.58K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 32.42K | SH | $7.36M 0.57% | 0.00 | 0.00 | 32.42K |
ISHARES ESG SELECT SCREENED S&P MID-CAP ETFSOLE | ETF | 140.06K | SH | $7.30M 0.56% | 0.00 | 0.00 | 140.06K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 9.53K | SH | $7.13M 0.55% | 0.00 | 0.00 | 9.53K |
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFSOLE | ETF | 65.02K | SH | $6.90M 0.53% | 0.00 | 0.00 | 65.02K |
NUVEEN ESG U.S. AGGREGATE BOND ETFSOLE | ETF | 302.28K | SH | $6.69M 0.52% | 0.00 | 0.00 | 302.28K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 101.13K | SH | $6.04M 0.46% | 0.00 | 0.00 | 101.13K |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 58.32K | SH | $4.80M 0.37% | 0.00 | 0.00 | 58.31K |
ISHARES CORE 1-5 YEAR USD BOND ETFSOLE | ETF | 87.58K | SH | $4.23M 0.33% | 0.00 | 0.00 | 87.58K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 50.19K | SH | $3.91M 0.30% | 0.00 | 0.00 | 50.19K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 5.17K | SH | $3.86M 0.30% | 0.00 | 0.00 | 5.16K |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 33.40K | SH | $3.41M 0.26% | 0.00 | 0.00 | 33.40K |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 61.94K | SH | $3.39M 0.26% | 0.00 | 0.00 | 61.94K |