MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
41.1%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 4.69M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.69M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 670.49K | SH | $51.75M 15.91% | 0.00 | 0.00 | 670.49K |
ISHARES TRSOLE | CORE S&P500 ETF | 74.69K | SH | $48.79M 14.99% | 0.00 | 0.00 | 74.69K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 441.13K | SH | $33.13M 10.18% | 0.00 | 0.00 | 441.13K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 377.69K | SH | $29.61M 9.10% | 0.00 | 0.00 | 377.69K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 952.83K | SH | $24.43M 7.51% | 0.00 | 0.00 | 952.83K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 117.39K | SH | $11.49M 3.53% | 0.00 | 0.00 | 117.39K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 138.40K | SH | $10.97M 3.37% | 0.00 | 0.00 | 138.40K |
ISHARES TRSOLE | MSCI EAFE ETF | 107.17K | SH | $10.41M 3.20% | 0.00 | 0.00 | 107.17K |
ISHARES TRSOLE | CORE S&P MCP ETF | 148.01K | SH | $10.00M 3.07% | 0.00 | 0.00 | 148.01K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 389.14K | SH | $9.63M 2.96% | 0.00 | 0.00 | 389.14K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 64.63K | SH | $9.57M 2.94% | 0.00 | 0.00 | 64.63K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 295.95K | SH | $9.08M 2.79% | 0.00 | 0.00 | 295.95K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 306.54K | SH | $8.93M 2.74% | 0.00 | 0.00 | 306.54K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.94K | SH | $8.33M 2.56% | 0.00 | 0.00 | 13.94K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 22.62K | SH | $6.76M 2.08% | 0.00 | 0.00 | 22.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 41.59K | SH | $6.06M 1.86% | 0.00 | 0.00 | 41.59K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 135.76K | SH | $4.20M 1.29% | 0.00 | 0.00 | 135.76K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 76.53K | SH | $3.70M 1.14% | 0.00 | 0.00 | 76.53K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 4.10K | SH | $2.53M 0.78% | 0.00 | 0.00 | 4.10K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 78.75K | SH | $2.29M 0.70% | 0.00 | 0.00 | 78.75K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.16K | SH | $2.26M 0.69% | 0.00 | 0.00 | 18.16K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.67K | SH | $1.60M 0.49% | 0.00 | 0.00 | 3.67K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 33.10K | SH | $1.59M 0.49% | 0.00 | 0.00 | 33.10K |
SHERWIN WILLIAMS COSOLE | COM | 4.68K | SH | $1.50M 0.46% | 0.00 | 0.00 | 4.68K |
ISHARES TRSOLE | NATIONAL MUN ETF | 12.78K | SH | $1.36M 0.42% | 0.00 | 0.00 | 12.78K |