WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
20.1%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 3.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 428.47K | SH | $19.56M 8.23% | 0.00 | 0.00 | 428.47K |
ISHARES TRSOLE | CORE INTL AGGR | 330.89K | SH | $16.56M 6.97% | 0.00 | 0.00 | 330.89K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 182.68K | SH | $11.71M 4.93% | 0.00 | 0.00 | 182.68K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 156.53K | SH | $11.53M 4.85% | 0.00 | 0.00 | 156.53K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 331.55K | SH | $8.49M 3.57% | 0.00 | 0.00 | 331.55K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 178.64K | SH | $8.38M 3.53% | 0.00 | 0.00 | 178.64K |
ISHARES TRSOLE | ESG EAFE ETF | 106.52K | SH | $8.04M 3.38% | 0.00 | 0.00 | 106.52K |
APPLE INCSOLE | COM | 31.64K | SH | $8.03M 3.38% | 0.00 | 0.00 | 31.64K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 101.23K | SH | $7.75M 3.26% | 0.00 | 0.00 | 101.23K |
TCW ETF TRUSTSOLE | TRANSFRM 500 ETF | 83.79K | SH | $6.39M 2.69% | 0.00 | 0.00 | 83.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 68.61K | SH | $5.42M 2.28% | 0.00 | 0.00 | 68.61K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 105.02K | SH | $5.05M 2.12% | 0.00 | 0.00 | 105.02K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 168.33K | SH | $4.90M 2.06% | 0.00 | 0.00 | 168.33K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 90.72K | SH | $4.53M 1.90% | 0.00 | 0.00 | 90.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.35K | SH | $4.28M 1.80% | 0.00 | 0.00 | 13.35K |
ISHARES TRSOLE | EGSADVNCDMSCI EM | 87.38K | SH | $4.18M 1.76% | 0.00 | 0.00 | 87.38K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 158.32K | SH | $4.06M 1.71% | 0.00 | 0.00 | 158.32K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 52.63K | SH | $3.95M 1.66% | 0.00 | 0.00 | 52.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 67.83K | SH | $3.67M 1.54% | 0.00 | 0.00 | 67.83K |
ALPHABET INCSOLE | CAP STK CL C | 12K | SH | $3.44M 1.45% | 0.00 | 0.00 | 12K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 16.43K | SH | $3.38M 1.42% | 0.00 | 0.00 | 16.43K |
MICROSOFT CORPSOLE | COM | 8.85K | SH | $3.28M 1.38% | 0.00 | 0.00 | 8.85K |
ALPHABET INCSOLE | CAP STK CL A | 10.23K | SH | $2.94M 1.24% | 0.00 | 0.00 | 10.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.91K | SH | $2.93M 1.23% | 0.00 | 0.00 | 4.91K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 57.07K | SH | $2.84M 1.20% | 0.00 | 0.00 | 57.07K |