NEWPORT NEWS, VA
Allocation by class
Portfolio Concentration
Top 3 weight
65.1%
Top 10 weight
90.7%
Voting Authority Distribution
Total shares with voting rights: 6.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 434.86K | SH | $149.55M 31.12% | 0.00 | 0.00 | 434.86K |
ISHARES TRSOLE | CORE UNIVRSL USD | 2.95M | SH | $135.96M 28.29% | 0.00 | 0.00 | 2.95M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.03M | SH | $27.22M 5.66% | 0.00 | 0.00 | 1.03M |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 386.86K | SH | $26.31M 5.47% | 0.00 | 0.00 | 386.86K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 320.77K | SH | $25.84M 5.38% | 0.00 | 0.00 | 320.77K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 388.89K | SH | $19.60M 4.08% | 0.00 | 0.00 | 388.89K |
ISHARES TRSOLE | CORE INTL AGGR | 373.23K | SH | $18.89M 3.93% | 0.00 | 0.00 | 373.23K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 46.21K | SH | $14.01M 2.91% | 0.00 | 0.00 | 46.21K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 135.19K | SH | $12.06M 2.51% | 0.00 | 0.00 | 135.19K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 127.42K | SH | $6.60M 1.37% | 0.00 | 0.00 | 127.42K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 33.20K | SH | $4.57M 0.95% | 0.00 | 0.00 | 33.20K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 85.54K | SH | $4.33M 0.90% | 0.00 | 0.00 | 85.54K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.74K | SH | $4.29M 0.89% | 0.00 | 0.00 | 5.74K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.50K | SH | $4.10M 0.85% | 0.00 | 0.00 | 5.50K |
ISHARES TRSOLE | RUS TOP 200 ETF | 17.84K | SH | $3.30M 0.69% | 0.00 | 0.00 | 17.84K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 97.03K | SH | $2.81M 0.58% | 0.00 | 0.00 | 97.03K |
PIMCO ETF TRSOLE | MUNI INCOME OPP | 54.51K | SH | $2.49M 0.52% | 0.00 | 0.00 | 54.51K |
APPLE INCSOLE | COM | 7.39K | SH | $2.14M 0.44% | 0.00 | 0.00 | 7.39K |
ISHARES TRSOLE | RUS TP200 GR ETF | 6.93K | SH | $2.01M 0.42% | 0.00 | 0.00 | 6.93K |
ISHARES TRSOLE | S&P 500 VAL ETF | 6.40K | SH | $1.45M 0.30% | 0.00 | 0.00 | 6.40K |
DOMINION ENERGY INCSOLE | COM | 20.13K | SH | $1.37M 0.29% | 0.00 | 0.00 | 20.13K |
ISHARES TRSOLE | RUS MID CAP ETF | 10.20K | SH | $1.13M 0.23% | 0.00 | 0.00 | 10.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.44K | SH | $903.6K 0.19% | 0.00 | 0.00 | 2.44K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 16.91K | SH | $874.0K 0.18% | 0.00 | 0.00 | 16.91K |
CSX CORPSOLE | COM | 16.52K | SH | $785.2K 0.16% | 0.00 | 0.00 | 16.52K |