WASHINGTON, DC
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 159.61M
Full voting authority
159.61M
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 |
|---|---|---|---|---|---|---|---|
VANGUARDSOLE | VANGUARD GROWTH ETF ETP USD | 1.15M | SH | $503.99M 4.27% | 1.15M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SCHWAB U.S. LARGE-CAP GROWTH ETF ETP USD | 17.07M | SH | $497.18M 4.21% | 17.07M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | INVESCO NASDAQ 100 ETF ETP USD | 1.94M | SH | $461.54M 3.91% | 1.94M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR PORTFOLIO S&P 500 GROWTH ETF ETP USD | 4.26M | SH | $417.13M 3.53% | 4.26M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES CORE U.S. AGGREGATE BOND ETF ETP USD | 3.91M | SH | $387.69M 3.28% | 3.91M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES CORE MSCI EAFE ETF ETP USD | 4.23M | SH | $383.16M 3.25% | 4.23M | 0.00 | 0.00 |
VANGUARDSOLE | VANGUARD HIGH DIVIDEND YIELD ETF ETP USD | 2.23M | SH | $330.12M 2.80% | 2.23M | 0.00 | 0.00 |
VANGUARDSOLE | VANGUARD INFORMATION TECHNOLOGY ETF ETP USD | 471.29K | SH | $328.83M 2.79% | 471.29K | 0.00 | 0.00 |
FIDELITY COVINGTON TRSOLE | FIDELITY ENHANCED LARGE CAP GROWTH ETF ETP USD | 8.63M | SH | $323.69M 2.74% | 8.63M | 0.00 | 0.00 |
VANGUARDSOLE | VANGUARD MEGA CAP GROWTH ETF ETP USD | 859.02K | SH | $315.64M 2.67% | 859.02K | 0.00 | 0.00 |
VANGUARDSOLE | VANGUARD FTSE DEVELOPED MARKETS ETF ETP USD 0 | 4.76M | SH | $305.27M 2.59% | 4.76M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR PORTFOLIO S&P 500 ETF ETP USD | 3.98M | SH | $304.85M 2.58% | 3.98M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ETP USD | 6.37M | SH | $290.85M 2.46% | 6.37M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES CORE MSCI EMERGING MARKETS ETF ETP USD | 4.05M | SH | $282.31M 2.39% | 4.05M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | INVESCO S&P 500 MOMENTUM ETF ETP USD | 2.41M | SH | $270.53M 2.29% | 2.41M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES RUSSELL MID-CAP GROWTH ETF ETP USD | 2.10M | SH | $269.56M 2.28% | 2.10M | 0.00 | 0.00 |
VANGUARDSOLE | VANGUARD MID-CAP GROWTH ETF ETP USD | 1.04M | SH | $268.32M 2.27% | 1.04M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | INVESCO EXCHANGE-TRADED FUND TRUST - INVESCO S&P | 3.32M | SH | $249.76M 2.12% | 3.32M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | INVESCO S&P 500 REVENUE ETF ETP USD | 2.16M | SH | $248.28M 2.10% | 2.16M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS INTERNATIONAL EQUITY ETF ETP USD | 2.91M | SH | $246.87M 2.09% | 2.91M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SCHWAB U.S. LARGE-CAP VALUE ETF ETP USD | 8.06M | SH | $245.68M 2.08% | 8.06M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR PORTFOLIO S&P 500 VALUE ETF ETP USD | 4.33M | SH | $244.84M 2.07% | 4.33M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES INTERNATIONAL EQUITY FACTOR ETF ETP USD | 6.28M | SH | $244.79M 2.07% | 6.28M | 0.00 | 0.00 |
ISHARES INCSOLE | ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETP USD | 3.01M | SH | $236.79M 2.01% | 3.01M | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 5.43M | SH | $234.18M 1.98% | 5.43M | 0.00 | 0.00 |