BEND, OR
Allocation by class
Portfolio Concentration
Top 3 weight
35.7%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 591.33K | SH | $45.26M 19.55% | 0.00 | 0.00 | 591.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 367.90K | SH | $20.82M 8.99% | 0.00 | 0.00 | 367.90K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 365.37K | SH | $16.68M 7.20% | 0.00 | 0.00 | 365.37K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 143.58K | SH | $15.75M 6.80% | 0.00 | 0.00 | 143.58K |
ISHARES TRSOLE | CORE US AGGBD ET | 148.90K | SH | $14.78M 6.38% | 0.00 | 0.00 | 148.90K |
ISHARES TRSOLE | CORE 1 5 YR USD | 214.32K | SH | $10.39M 4.49% | 0.00 | 0.00 | 214.32K |
ISHARES TRSOLE | RUS MID CAP ETF | 86.16K | SH | $8.38M 3.62% | 0.00 | 0.00 | 86.16K |
ISHARES TRSOLE | CORE S&P SCP ETF | 52.62K | SH | $6.54M 2.83% | 0.00 | 0.00 | 52.62K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.84K | SH | $5.17M 2.23% | 0.00 | 0.00 | 11.84K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 86.81K | SH | $4.69M 2.03% | 0.00 | 0.00 | 86.81K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 11.74K | SH | $4.31M 1.86% | 0.00 | 0.00 | 11.74K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 65.94K | SH | $4.04M 1.74% | 0.00 | 0.00 | 65.94K |
ISHARES TRSOLE | CORE INTL AGGR | 79.63K | SH | $3.98M 1.72% | 0.00 | 0.00 | 79.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 21.32K | SH | $3.66M 1.58% | 0.00 | 0.00 | 21.32K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 41K | SH | $3.39M 1.47% | 0.00 | 0.00 | 41K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 20.13K | SH | $3.26M 1.41% | 0.00 | 0.00 | 20.13K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.82K | SH | $3.10M 1.34% | 0.00 | 0.00 | 15.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 27.83K | SH | $3.08M 1.33% | 0.00 | 0.00 | 27.83K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 23.13K | SH | $3.07M 1.33% | 0.00 | 0.00 | 23.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.16K | SH | $2.94M 1.27% | 0.00 | 0.00 | 9.16K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 19.19K | SH | $2.78M 1.20% | 0.00 | 0.00 | 19.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 77.93K | SH | $2.23M 0.96% | 0.00 | 0.00 | 77.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 19.28K | SH | $1.76M 0.76% | 0.00 | 0.00 | 19.28K |
FIRST TR EXCHNG TRADED FD VISOLE | SECURITIZED PLUS | 79.69K | SH | $1.70M 0.73% | 0.00 | 0.00 | 79.69K |
ISHARES INCSOLE | MSCI CDA ETF | 30.23K | SH | $1.66M 0.72% | 0.00 | 0.00 | 30.23K |