WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
38.2%
Top 10 weight
69.3%
Voting Authority Distribution
Total shares with voting rights: 6.04M
Full voting authority
6.04M
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 Total Bond Market ETFSOLE | ETF | 934.78K | SH | $67.22M 15.64% | 934.78K | 0.00 | 0.00 |
iShares 0-3 Month Treasury Bond ETFSOLE | ETF | 555.71K | SH | $55.75M 12.97% | 555.71K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 862.92K | SH | $41.27M 9.60% | 862.92K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 138.72K | SH | $40.20M 9.36% | 138.72K | 0.00 | 0.00 |
Avantis US Equity ETFSOLE | ETF | 266.04K | SH | $25.79M 6.00% | 266.04K | 0.00 | 0.00 |
Dimensional U.S. Core Equity 2 ETFSOLE | ETF | 740.13K | SH | $25.60M 5.96% | 740.13K | 0.00 | 0.00 |
Vanguard Ultra-Short Bond ETFSOLE | ETF | 287.94K | SH | $14.29M 3.32% | 287.94K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | ETF | 223.55K | SH | $9.85M 2.29% | 223.55K | 0.00 | 0.00 |
Dimensional US High Profitability ETFSOLE | ETF | 267.74K | SH | $9.05M 2.11% | 267.74K | 0.00 | 0.00 |
Avantis International Equity ETFSOLE | ETF | 141.24K | SH | $8.67M 2.02% | 141.24K | 0.00 | 0.00 |
iShares Russell 1000 ETFSOLE | ETF | 25.57K | SH | $8.24M 1.92% | 25.57K | 0.00 | 0.00 |
Vanguard Intermediate-Term Bond ETFSOLE | ETF | 81.77K | SH | $6.11M 1.42% | 81.77K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 30.06K | SH | $5.89M 1.37% | 30.06K | 0.00 | 0.00 |
Vanguard ESG U.S. Stock ETFSOLE | ETF | 53.13K | SH | $5.57M 1.30% | 53.13K | 0.00 | 0.00 |
Vanguard 500 Index Fund ETFSOLE | ETF | 9.82K | SH | $5.29M 1.23% | 9.82K | 0.00 | 0.00 |
iShares Intermediate Gov/Credit Bond ETFSOLE | ETF | 50.52K | SH | $5.27M 1.23% | 50.52K | 0.00 | 0.00 |
Vanguard Short Term Bond Index ETFSOLE | ETF | 66.85K | SH | $5.17M 1.20% | 66.85K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 7.31K | SH | $4.28M 1.00% | 7.31K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 23.46K | SH | $4.11M 0.96% | 23.46K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | ETF | 41.25K | SH | $4.00M 0.93% | 41.24K | 0.00 | 0.00 |
iShares MSCI EAFE ESG Select ETFSOLE | ETF | 52.17K | SH | $3.97M 0.92% | 52.17K | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 48.74K | SH | $3.80M 0.88% | 48.74K | 0.00 | 0.00 |
iShares Russell 1000 Value ETFSOLE | ETF | 19.70K | SH | $3.65M 0.85% | 19.70K | 0.00 | 0.00 |
iShares MSCI ACWI ex US ETFSOLE | ETF | 59.67K | SH | $3.11M 0.72% | 59.67K | 0.00 | 0.00 |
AppleSOLE | Stock | 11.74K | SH | $2.94M 0.68% | 11.74K | 0.00 | 0.00 |