ROCKVILLE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
22.9%
Top 10 weight
52.9%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS 27 TRM TS | 1.18M | SH | $26.53M 9.21% | 0.00 | 0.00 | 1.18M |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 667.87K | SH | $22.63M 7.86% | 0.00 | 0.00 | 667.87K |
ISHARES TRSOLE | CORE S&P SCP ETF | 142.42K | SH | $16.78M 5.82% | 0.00 | 0.00 | 142.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 83.77K | SH | $15.56M 5.40% | 0.00 | 0.00 | 83.77K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 298.75K | SH | $13.86M 4.81% | 0.00 | 0.00 | 298.75K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 458.72K | SH | $12.27M 4.26% | 0.00 | 0.00 | 458.72K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 278.66K | SH | $12.13M 4.21% | 0.00 | 0.00 | 278.66K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 102.33K | SH | $11.06M 3.84% | 0.00 | 0.00 | 102.33K |
ISHARES TRSOLE | EAFE GRWTH ETF | 94.16K | SH | $10.89M 3.78% | 0.00 | 0.00 | 94.16K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 237.74K | SH | $10.67M 3.70% | 0.00 | 0.00 | 237.74K |
SPDR SERIES TRUSTSOLE | AEROSPACE DEF | 41.47K | SH | $10.31M 3.58% | 0.00 | 0.00 | 41.47K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 192.08K | SH | $9.06M 3.15% | 0.00 | 0.00 | 192.08K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDAQ CYB ETF | 114.08K | SH | $8.82M 3.06% | 0.00 | 0.00 | 114.08K |
INVESCO EXCH TRADED FD TR IISOLE | S&P MIDCP LOW | 128.08K | SH | $7.92M 2.75% | 0.00 | 0.00 | 128.08K |
ISHARES TRSOLE | FLTG RATE NT ETF | 154.85K | SH | $7.91M 2.75% | 0.00 | 0.00 | 154.85K |
SPDR SERIES TRUSTSOLE | S&P 400 MDCP GRW | 76.01K | SH | $6.98M 2.42% | 0.00 | 0.00 | 76.01K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 134.41K | SH | $6.40M 2.22% | 0.00 | 0.00 | 134.41K |
APPLE INCSOLE | COM | 17.90K | SH | $4.84M 1.68% | 0.00 | 0.00 | 17.90K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 17.74K | SH | $4.80M 1.67% | 0.00 | 0.00 | 17.74K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 51.75K | SH | $4.56M 1.58% | 0.00 | 0.00 | 51.75K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 76.13K | SH | $3.86M 1.34% | 0.00 | 0.00 | 76.13K |
SELECT SECTOR SPDR TRSOLE | SBI MATERIALS | 43.16K | SH | $3.70M 1.28% | 0.00 | 0.00 | 43.16K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 68.45K | SH | $3.45M 1.20% | 0.00 | 0.00 | 68.45K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 61.13K | SH | $3.20M 1.11% | 0.00 | 0.00 | 61.13K |
MICROSOFT CORPSOLE | COM | 5.79K | SH | $3.00M 1.04% | 0.00 | 0.00 | 5.79K |