CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
94.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.46M
Full voting authority
5.46M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 1.87M | SH | $1.22M 74.58% | 1.87M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 527.83K | SH | $195.7K 11.94% | 527.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 1.47M | SH | $133.2K 8.13% | 1.47M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.11M | SH | $77.4K 4.72% | 1.11M | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 482.83K | SH | $10.3K 0.63% | 482.83K | 0.00 | 0.00 |