MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
33.0%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GRP FIXED INCM ETF TSOLE | COMM | 767.35K | SH | $17.14M 14.29% | 0.00 | 0.00 | 767.35K |
VANGUARD BD INDEX FDSSOLE | COMM | 162.69K | SH | $11.98M 9.99% | 0.00 | 0.00 | 162.69K |
VANGUARD WHITEHALL FDSSOLE | COMM | 111.21K | SH | $10.48M 8.74% | 0.00 | 0.00 | 111.21K |
CAPITAL GROUP INTL FOCUS EQTSOLE | COMM | 307.96K | SH | $9.08M 7.57% | 0.00 | 0.00 | 307.96K |
CAPITAL GROUP GROWTH ETFSOLE | COMM | 189.13K | SH | $7.60M 6.34% | 0.00 | 0.00 | 189.13K |
CAPITAL GROUP CONSERVATIVE ESOLE | COMM | 246.98K | SH | $7.36M 6.14% | 0.00 | 0.00 | 246.98K |
CAPITAL GRP FIXED INCM ETF TSOLE | COMM | 262.11K | SH | $7.14M 5.95% | 0.00 | 0.00 | 262.11K |
SPDR SERIES TRUSTSOLE | COMM | 194.43K | SH | $5.67M 4.73% | 0.00 | 0.00 | 194.43K |
VANGUARD INDEX FDSSOLE | COMM | 26.12K | SH | $5.12M 4.27% | 0.00 | 0.00 | 26.12K |
J P MORGAN EXCHANGE TRADED FSOLE | COMM | 82.95K | SH | $4.70M 3.92% | 0.00 | 0.00 | 82.95K |
VANGUARD INDEX FDSSOLE | COMM | 10.02K | SH | $4.37M 3.65% | 0.00 | 0.00 | 10.02K |
VANGUARD BD INDEX FDSSOLE | COMM | 56.50K | SH | $3.89M 3.24% | 0.00 | 0.00 | 56.50K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COMM | 32.14K | SH | $3.84M 3.20% | 0.00 | 0.00 | 32.14K |
AMERICAN CENTY ETF TRSOLE | COMM | 32.21K | SH | $3.56M 2.97% | 0.00 | 0.00 | 32.21K |
FIRST TR EXCHANGE-TRADED FDSOLE | COMM | 57.51K | SH | $2.70M 2.26% | 0.00 | 0.00 | 57.51K |
CAPITAL GRP FIXED INCM ETF TSOLE | COMM | 95.88K | SH | $2.47M 2.06% | 0.00 | 0.00 | 95.88K |
VANGUARD STAR FDSSOLE | COMM | 26.83K | SH | $2.07M 1.73% | 0.00 | 0.00 | 26.83K |
INVESCO EXCH TRADED FD TR IISOLE | COMM | 19.78K | SH | $1.45M 1.21% | 0.00 | 0.00 | 19.78K |
SPDR GOLD TRSOLE | COMM | 3.30K | SH | $1.42M 1.19% | 0.00 | 0.00 | 3.30K |
SPDR SERIES TRUSTSOLE | COMM | 11.33K | SH | $866.9K 0.72% | 0.00 | 0.00 | 11.33K |
SPDR SERIES TRUSTSOLE | COMM | 17.71K | SH | $855.9K 0.71% | 0.00 | 0.00 | 17.71K |
JPMORGAN CHASE & COSOLE | COMM | 2.44K | SH | $716.8K 0.60% | 0.00 | 0.00 | 2.44K |
VANGUARD INDEX FDSSOLE | COMM | 6.76K | SH | $599.5K 0.50% | 0.00 | 0.00 | 6.76K |
APPLE INCSOLE | COMM | 2.28K | SH | $577.9K 0.48% | 0.00 | 0.00 | 2.28K |
CAPITAL GROUP DIVIDEND VALUESOLE | COMM | 13.13K | SH | $558.7K 0.47% | 0.00 | 0.00 | 13.13K |