ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
26.3%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 1.15M | SH | $28.43M 11.83% | 0.00 | 0.00 | 1.15M |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFSOLE | ETF | 456.23K | SH | $22.32M 9.29% | 0.00 | 0.00 | 456.22K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 18.89K | SH | $12.34M 5.14% | 0.00 | 0.00 | 18.89K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 308.14K | SH | $10.15M 4.23% | 0.00 | 0.00 | 308.14K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 92.31K | SH | $8.36M 3.48% | 0.00 | 0.00 | 92.30K |
VANGUARD LONG-TERM TREASURY ETFSOLE | ETF | 139.54K | SH | $7.72M 3.22% | 0.00 | 0.00 | 139.54K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 286.63K | SH | $7.35M 3.06% | 0.00 | 0.00 | 286.63K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | ETF | 254.18K | SH | $7.08M 2.95% | 0.00 | 0.00 | 254.18K |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 30.14K | SH | $6.44M 2.68% | 0.00 | 0.00 | 30.14K |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 264.98K | SH | $6.43M 2.68% | 0.00 | 0.00 | 264.98K |
VANGUARD VALUE ETFSOLE | ETF | 28.04K | SH | $5.50M 2.29% | 0.00 | 0.00 | 28.04K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 75.22K | SH | $5.28M 2.20% | 0.00 | 0.00 | 75.22K |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 25.22K | SH | $4.84M 2.01% | 0.00 | 0.00 | 25.22K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 70.85K | SH | $4.54M 1.89% | 0.00 | 0.00 | 70.85K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 61.16K | SH | $4.50M 1.87% | 0.00 | 0.00 | 61.16K |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 70.84K | SH | $4.01M 1.67% | 0.00 | 0.00 | 70.84K |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 148.45K | SH | $3.45M 1.43% | 0.00 | 0.00 | 148.45K |
SCHWAB US TIPS ETFSOLE | ETF | 122.83K | SH | $3.27M 1.36% | 0.00 | 0.00 | 122.83K |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 47.05K | SH | $3.22M 1.34% | 0.00 | 0.00 | 47.05K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 7.84K | SH | $2.79M 1.16% | 0.00 | 0.00 | 7.84K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 39.87K | SH | $2.78M 1.16% | 0.00 | 0.00 | 39.87K |
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETFSOLE | ETF | 39.76K | SH | $2.78M 1.16% | 0.00 | 0.00 | 39.76K |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 98.34K | SH | $2.47M 1.03% | 0.00 | 0.00 | 98.34K |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE | ETF | 63.18K | SH | $2.42M 1.01% | 0.00 | 0.00 | 63.18K |
DFA INTERNATIONAL VALUE ETFSOLE | ETF | 45.38K | SH | $2.39M 1.00% | 0.00 | 0.00 | 45.38K |