WATKINSVILLE, GA
Allocation by class
Portfolio Concentration
Top 3 weight
51.1%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 20.04M
Full voting authority
20.04M
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 3.30M | SH | $252.3K 25.37% | 3.30M | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 3.94M | SH | $179.8K 18.08% | 3.94M | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | US LRG CP CORE | 607.51K | SH | $75.8K 7.63% | 607.51K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 990.41K | SH | $46.5K 4.67% | 990.41K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.10M | SH | $43.0K 4.33% | 1.10M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 861.90K | SH | $41.6K 4.19% | 861.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.37M | SH | $35.0K 3.52% | 1.37M | 0.00 | 0.00 |
BNY MELLON ETF TRUSTSOLE | CORE BOND ETF | 785.21K | SH | $33.1K 3.33% | 785.21K | 0.00 | 0.00 |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 811.67K | SH | $31.6K 3.18% | 811.67K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED LARGE | 866.01K | SH | $31.4K 3.16% | 866.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 752.51K | SH | $25.5K 2.56% | 752.51K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 263.85K | SH | $24.3K 2.45% | 263.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 451.86K | SH | $20.4K 2.05% | 451.86K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 178.43K | SH | $18.5K 1.86% | 178.43K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 294.25K | SH | $17.4K 1.75% | 294.25K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED SMALL | 412.57K | SH | $15.7K 1.58% | 412.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 304.80K | SH | $15.3K 1.53% | 304.80K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 627.73K | SH | $14.0K 1.41% | 627.73K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 297.35K | SH | $14.0K 1.41% | 297.35K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | AGGREGATE BOND E | 687.64K | SH | $14.0K 1.41% | 687.64K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 238.30K | SH | $11.4K 1.15% | 238.30K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 174.03K | SH | $8.8K 0.88% | 174.03K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 355.41K | SH | $8.3K 0.83% | 355.41K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | CCC RT USD HI YL | 168.17K | SH | $6.1K 0.62% | 168.17K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 133.73K | SH | $5.5K 0.55% | 133.73K | 0.00 | 0.00 |