COLUMBIA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
30.8%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 4.49M
Full voting authority
4.49M
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 |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 655.50K | SH | $26.49M 10.96% | 655.50K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.27K | SH | $24.28M 10.05% | 40.27K | 0.00 | 0.00 |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 793.97K | SH | $23.68M 9.80% | 793.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 60.19K | SH | $17.45M 7.22% | 60.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 62.15K | SH | $16.45M 6.81% | 62.15K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 692.79K | SH | $15.51M 6.42% | 692.79K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 190.61K | SH | $14.77M 6.11% | 190.61K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 198.54K | SH | $14.61M 6.04% | 198.54K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 442.54K | SH | $13.08M 5.41% | 442.54K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 137.26K | SH | $10.74M 4.44% | 137.26K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 203.57K | SH | $9.76M 4.04% | 203.57K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 173.78K | SH | $9.35M 3.87% | 173.78K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | ULTRA SHORT INCO | 267.54K | SH | $6.77M 2.80% | 267.54K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 90.61K | SH | $3.87M 1.60% | 90.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.46K | SH | $2.79M 1.15% | 7.46K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 84.47K | SH | $2.30M 0.95% | 84.47K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION M | 80.77K | SH | $2.13M 0.88% | 80.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.96K | SH | $1.78M 0.74% | 6.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 14.02K | SH | $1.18M 0.49% | 14.02K | 0.00 | 0.00 |
INTUITSOLE | COM | 2.75K | SH | $1.16M 0.48% | 2.75K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 11.45K | SH | $1.16M 0.48% | 11.45K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.59K | SH | $898.3K 0.37% | 5.59K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 12.16K | SH | $829.0K 0.34% | 12.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.58K | SH | $749.9K 0.31% | 3.58K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 7.39K | SH | $740.3K 0.31% | 7.39K | 0.00 | 0.00 |