WILMINGTON, DE
Allocation by class
Portfolio Concentration
Top 3 weight
25.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 8.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 396.55K | SH | $86.42M 11.38% | 0.00 | 0.00 | 396.55K |
ISHARES TRSOLE | CORE MSCI INTL | 661.65K | SH | $58.89M 7.76% | 0.00 | 0.00 | 661.65K |
APPLE INCSOLE | COM | 175.17K | SH | $50.69M 6.68% | 0.00 | 0.00 | 153.77K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 147.06K | SH | $50.57M 6.66% | 0.00 | 0.00 | 147.06K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 567.27K | SH | $41.64M 5.49% | 0.00 | 0.00 | 567.27K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 323.31K | SH | $38.47M 5.07% | 0.00 | 0.00 | 323.31K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.09M | SH | $30.20M 3.98% | 0.00 | 0.00 | 1.09M |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 455.54K | SH | $27.69M 3.65% | 0.00 | 0.00 | 455.54K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 391.83K | SH | $23.39M 3.08% | 0.00 | 0.00 | 391.83K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 268.89K | SH | $19.16M 2.52% | 0.00 | 0.00 | 268.89K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 350.43K | SH | $17.72M 2.33% | 0.00 | 0.00 | 350.43K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 188.07K | SH | $16.20M 2.13% | 0.00 | 0.00 | 188.07K |
ISHARES TRSOLE | CORE MSCI EAFE | 167.70K | SH | $16.20M 2.13% | 0.00 | 0.00 | 167.70K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 223.37K | SH | $11.95M 1.57% | 0.00 | 0.00 | 223.37K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 98.93K | SH | $11.61M 1.53% | 0.00 | 0.00 | 98.93K |
ISHARES TRSOLE | CORE S&P SCP ETF | 69.09K | SH | $10.25M 1.35% | 0.00 | 0.00 | 69.09K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 43.28K | SH | $9.21M 1.21% | 0.00 | 0.00 | 43.28K |
NVIDIA CORPORATIONSOLE | COM | 41.42K | SH | $8.29M 1.09% | 0.00 | 0.00 | 41.42K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED SML CAP | 159.60K | SH | $7.71M 1.02% | 0.00 | 0.00 | 159.60K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 79.05K | SH | $7.63M 1.00% | 0.00 | 0.00 | 79.05K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 218.18K | SH | $7.26M 0.96% | 0.00 | 0.00 | 218.18K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 138.24K | SH | $6.69M 0.88% | 0.00 | 0.00 | 138.24K |
ISHARES TRSOLE | MSCI INTL VLU FT | 155.27K | SH | $6.49M 0.86% | 0.00 | 0.00 | 155.27K |
VANECK ETF TRUSTSOLE | REAL ASSETS ETF | 158.23K | SH | $6.28M 0.83% | 0.00 | 0.00 | 158.23K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 21.78K | SH | $6.27M 0.83% | 0.00 | 0.00 | 21.78K |