LYNCHBURG, VA
Allocation by class
Portfolio Concentration
Top 3 weight
43.7%
Top 10 weight
70.0%
Voting Authority Distribution
Total shares with voting rights: 1.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 191.84K | SH | $27.32M 18.62% | 0.00 | 0.00 | 191.84K |
ISHARES TRSOLE | CORE MSCI TOTAL | 226.63K | SH | $19.63M 13.38% | 0.00 | 0.00 | 226.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 53.61K | SH | $17.20M 11.72% | 0.00 | 0.00 | 53.61K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 133.67K | SH | $10.31M 7.02% | 0.00 | 0.00 | 133.67K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 71.28K | SH | $9.47M 6.46% | 0.00 | 0.00 | 71.28K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 25.87K | SH | $5.32M 3.63% | 0.00 | 0.00 | 25.87K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.16K | SH | $4.30M 2.93% | 0.00 | 0.00 | 6.16K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 62.63K | SH | $3.09M 2.11% | 0.00 | 0.00 | 62.63K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 18.68K | SH | $3.02M 2.06% | 0.00 | 0.00 | 18.68K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 27.45K | SH | $2.99M 2.04% | 0.00 | 0.00 | 27.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 20.20K | SH | $2.96M 2.02% | 0.00 | 0.00 | 20.20K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 18.63K | SH | $2.25M 1.53% | 0.00 | 0.00 | 18.63K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 11.55K | SH | $2.08M 1.42% | 0.00 | 0.00 | 11.55K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.45K | SH | $2.06M 1.41% | 0.00 | 0.00 | 3.45K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 7.25K | SH | $1.97M 1.34% | 0.00 | 0.00 | 7.25K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 17.19K | SH | $1.91M 1.30% | 0.00 | 0.00 | 17.19K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 33.33K | SH | $1.66M 1.13% | 0.00 | 0.00 | 33.33K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 4.31K | SH | $1.55M 1.05% | 0.00 | 0.00 | 4.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.22K | SH | $1.44M 0.98% | 0.00 | 0.00 | 2.22K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 4.58K | SH | $1.43M 0.97% | 0.00 | 0.00 | 4.58K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 16.74K | SH | $1.37M 0.94% | 0.00 | 0.00 | 16.74K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 17.88K | SH | $1.34M 0.92% | 0.00 | 0.00 | 17.88K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.41K | SH | $1.32M 0.90% | 0.00 | 0.00 | 4.41K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 18.71K | SH | $1.20M 0.82% | 0.00 | 0.00 | 18.71K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 4.85K | SH | $1.09M 0.74% | 0.00 | 0.00 | 4.85K |