CARY, NC
Allocation by class
Portfolio Concentration
Top 3 weight
63.8%
Top 10 weight
99.1%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Full voting authority
1.28M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 348.83K | SH | $46.13M 30.91% | 348.83K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 36.62K | SH | $26.97M 18.07% | 36.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 286.08K | SH | $22.06M 14.78% | 286.08K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 156.62K | SH | $11.50M 7.70% | 156.62K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 144.73K | SH | $11.44M 7.66% | 144.73K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 164.96K | SH | $11.37M 7.62% | 164.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 32.63K | SH | $9.80M 6.57% | 32.63K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 91.38K | SH | $7.65M 5.13% | 91.38K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.35K | SH | $567.8K 0.38% | 1.35K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 8.53K | SH | $491.2K 0.33% | 8.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 928.00 | SH | $331.6K 0.22% | 928.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.11K | SH | $321.5K 0.22% | 1.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 463.00 | SH | $318.0K 0.21% | 463.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 2.64K | SH | $308.7K 0.21% | 2.64K | 0.00 | 0.00 |