SAINT LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
29.8%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 8.24M
Full voting authority
8.24M
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 STAR FDSSOLE | VG TL INTL STK F | 1.20M | SH | $92.59M 10.81% | 1.20M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 130.96K | SH | $85.17M 9.94% | 130.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 241.79K | SH | $77.57M 9.06% | 241.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 549.28K | SH | $68.28M 7.97% | 549.28K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 724.40K | SH | $54.40M 6.35% | 724.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 66.02K | SH | $39.45M 4.61% | 66.02K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 95.83K | SH | $34.17M 3.99% | 95.83K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.32M | SH | $33.96M 3.96% | 1.32M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 505.14K | SH | $32.37M 3.78% | 505.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 140.92K | SH | $19.49M 2.28% | 140.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSOTR | LARGE CAP ETF | 64.11K | SH | $19.16M 2.24% | 64.11K | 0.00 | 0.00 |
ISHARES TROTR | CORE S&P MCP ETF | 209.68K | SH | $14.16M 1.65% | 209.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TROTR | US SML CAP ETF | 473.95K | SH | $13.78M 1.61% | 473.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSOTR | SMALL CP ETF | 49.35K | SH | $12.92M 1.51% | 49.35K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 125.16K | SH | $12.16M 1.42% | 125.16K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 195.01K | SH | $10.54M 1.23% | 195.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 45.08K | SH | $8.84M 1.03% | 45.08K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 20.08K | SH | $8.56M 1.00% | 20.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 19.40K | SH | $8.47M 0.99% | 19.40K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 21.77K | SH | $8.07M 0.94% | 21.77K | 0.00 | 0.00 |
ISHARES TROTR | RUSSELL 2000 ETF | 31.46K | SH | $7.80M 0.91% | 31.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TROTR | EMRG MKTEQ ETF | 231.27K | SH | $7.62M 0.89% | 231.27K | 0.00 | 0.00 |
ISHARES TROTR | CORE MSCI TOTAL | 84.32K | SH | $7.31M 0.85% | 84.32K | 0.00 | 0.00 |
EXXON MOBIL CORPOTR | COM | 42.72K | SH | $7.25M 0.85% | 42.72K | 0.00 | 0.00 |
JPMORGAN CHASE & COOTR | COM | 20.90K | SH | $6.15M 0.72% | 20.90K | 0.00 | 0.00 |