SALEM, VA
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.05M | SH | $77.07M 12.78% | 0.00 | 0.00 | 1.05M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 307.19K | SH | $60.27M 10.00% | 0.00 | 0.00 | 307.19K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 136.35K | SH | $59.55M 9.88% | 0.00 | 0.00 | 136.35K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.24M | SH | $59.42M 9.85% | 0.00 | 0.00 | 1.24M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 789.47K | SH | $50.59M 8.39% | 0.00 | 0.00 | 789.47K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 477.37K | SH | $37.43M 6.21% | 0.00 | 0.00 | 477.37K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 101.89K | SH | $22.14M 3.67% | 0.00 | 0.00 | 101.89K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 66.83K | SH | $20.20M 3.35% | 0.00 | 0.00 | 66.83K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 305.86K | SH | $16.53M 2.74% | 0.00 | 0.00 | 305.86K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 105.73K | SH | $15.41M 2.56% | 0.00 | 0.00 | 105.73K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 157.52K | SH | $13.97M 2.32% | 0.00 | 0.00 | 157.52K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 289.98K | SH | $13.24M 2.20% | 0.00 | 0.00 | 289.98K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 236.60K | SH | $11.80M 1.96% | 0.00 | 0.00 | 236.60K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.10K | SH | $11.26M 1.87% | 0.00 | 0.00 | 35.10K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 102.20K | SH | $10.88M 1.81% | 0.00 | 0.00 | 102.20K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 97.37K | SH | $8.06M 1.34% | 0.00 | 0.00 | 97.37K |
ISHARES TRSOLE | NATIONAL MUN ETF | 64.35K | SH | $6.83M 1.13% | 0.00 | 0.00 | 64.35K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.92K | SH | $6.52M 1.08% | 0.00 | 0.00 | 10.92K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 42.83K | SH | $4.19M 0.70% | 0.00 | 0.00 | 42.83K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 14.08K | SH | $4.04M 0.67% | 0.00 | 0.00 | 14.08K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 70.16K | SH | $3.97M 0.66% | 0.00 | 0.00 | 70.16K |
ISHARES TRSOLE | EAFE SML CP ETF | 49.85K | SH | $3.91M 0.65% | 0.00 | 0.00 | 49.85K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 71.26K | SH | $3.34M 0.55% | 0.00 | 0.00 | 71.26K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 15.97K | SH | $3.29M 0.55% | 0.00 | 0.00 | 15.97K |
ISHARES TRSOLE | CORE INTL AGGR | 62K | SH | $3.10M 0.51% | 0.00 | 0.00 | 62K |