PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
36.6%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 1.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETFSOLE | ETF | 343.92K | SH | $34.14M 15.22% | 0.00 | 0.00 | 343.92K |
SPDR S&P Mid Cap 400 ETFSOLE | ETF | 40.66K | SH | $25.08M 11.18% | 0.00 | 0.00 | 40.66K |
iShares MSCI EAFE ETFSOLE | ETF | 235.06K | SH | $22.83M 10.18% | 0.00 | 0.00 | 235.06K |
Vanguard Short-Term Corporate Bond Index Fund ETFSOLE | ETF | 266.10K | SH | $21.09M 9.40% | 0.00 | 0.00 | 266.10K |
iShares MSCI Emerging Markets ETFSOLE | ETF | 356.19K | SH | $20.23M 9.02% | 0.00 | 0.00 | 356.19K |
iShares Core Dividend Growth ETFSOLE | ETF | 226.01K | SH | $15.86M 7.07% | 0.00 | 0.00 | 226.01K |
SPDR S&P 500 ETFSOLE | ETF | 23.20K | SH | $15.09M 6.73% | 0.00 | 0.00 | 23.20K |
Invesco S&P 500 Equal Weight ETFSOLE | ETF | 69.83K | SH | $13.40M 5.98% | 0.00 | 0.00 | 69.83K |
iShares MBS ETFSOLE | ETF | 126.56K | SH | $12.02M 5.36% | 0.00 | 0.00 | 126.56K |
Vanguard Information Technology Index Fund ETFSOLE | ETF | 9.32K | SH | $6.50M 2.90% | 0.00 | 0.00 | 9.32K |
Vanguard Financials Index Fund ETFSOLE | ETF | 27.58K | SH | $3.33M 1.49% | 0.00 | 0.00 | 27.58K |
Vanguard Industrials ETFSOLE | ETF | 10.36K | SH | $3.23M 1.44% | 0.00 | 0.00 | 10.36K |
Vanguard Total Stock Market ETFSOLE | ETF | 10.03K | SH | $3.22M 1.43% | 0.00 | 0.00 | 10.03K |
Vanguard Total Bond Market ETFSOLE | ETF | 31.63K | SH | $2.33M 1.04% | 0.00 | 0.00 | 31.63K |
AmazonSOLE | Stock | 8.36K | SH | $1.74M 0.78% | 0.00 | 0.00 | 8.36K |
AppleSOLE | Stock | 5.97K | SH | $1.52M 0.68% | 0.00 | 0.00 | 5.97K |
CostcoSOLE | Stock | 1.33K | SH | $1.33M 0.59% | 0.00 | 0.00 | 1.33K |
NVIDIASOLE | Stock | 7.52K | SH | $1.31M 0.58% | 0.00 | 0.00 | 7.52K |
MicrosoftSOLE | Stock | 3.35K | SH | $1.24M 0.55% | 0.00 | 0.00 | 3.35K |
Alphabet Class ASOLE | Stock | 4.30K | SH | $1.24M 0.55% | 0.00 | 0.00 | 4.30K |
KLASOLE | Stock | 771.00 | SH | $1.14M 0.51% | 0.00 | 0.00 | 771.00 |
Meta Class ASOLE | Stock | 1.75K | SH | $1.00M 0.45% | 0.00 | 0.00 | 1.75K |
Energy Select Sector SPDRSOLE | ETF | 15.95K | SH | $977.0K 0.44% | 0.00 | 0.00 | 15.95K |
Eli Lilly & CoSOLE | Stock | 1.04K | SH | $959.3K 0.43% | 0.00 | 0.00 | 1.04K |
BroadcomSOLE | Stock | 3.02K | SH | $935.0K 0.42% | 0.00 | 0.00 | 3.02K |