GREENVILLE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
26.8%
Top 10 weight
57.4%
Voting Authority Distribution
Total shares with voting rights: 836.76K
Full voting authority
836.76K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.18K | SH | $4.67M 10.45% | 7.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 86.60K | SH | $3.95M 8.84% | 86.60K | 0.00 | 0.00 |
SSGA ACTIVE TRSOLE | STATE STREET US | 57.90K | SH | $3.34M 7.48% | 57.90K | 0.00 | 0.00 |
SSGA ACTIVE TRSOLE | STATE STREET FIX | 125.15K | SH | $3.22M 7.20% | 125.15K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 37.18K | SH | $2.85M 6.37% | 37.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 54.98K | SH | $2.58M 5.77% | 54.98K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STRET SPDR | 39.45K | SH | $1.39M 3.11% | 39.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.97K | SH | $1.28M 2.87% | 1.97K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 27.62K | SH | $1.25M 2.80% | 27.62K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.86K | SH | $1.10M 2.47% | 22.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 11.50K | SH | $1.04M 2.33% | 11.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 38.38K | SH | $891.2K 1.99% | 38.38K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.15K | SH | $838.1K 1.87% | 14.15K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 33.54K | SH | $831.8K 1.86% | 33.54K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.82K | SH | $781.4K 1.75% | 1.82K | 0.00 | 0.00 |
SSGA ACTIVE ETF TRSOLE | STATE STREET BLA | 19.11K | SH | $766.9K 1.72% | 19.11K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 32.86K | SH | $730.2K 1.63% | 32.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 15.62K | SH | $721.4K 1.61% | 15.62K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 4.18K | SH | $709.9K 1.59% | 4.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 16.60K | SH | $701.0K 1.57% | 16.60K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 6.67K | SH | $638.2K 1.43% | 6.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STRET SPDR | 32.74K | SH | $628.3K 1.41% | 32.74K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 3.14K | SH | $603.1K 1.35% | 3.14K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 2.46K | SH | $597.8K 1.34% | 2.46K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 22.66K | SH | $596.1K 1.33% | 22.66K | 0.00 | 0.00 |