WINSTON-SALEM, NC
Allocation by class
Portfolio Concentration
Top 3 weight
57.9%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 2.91M
Full voting authority
2.91M
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 | MSCI ACWI ETF | 604.16K | SH | $83.60M 24.65% | 604.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 698.49K | SH | $69.34M 20.44% | 698.49K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 66.92K | SH | $43.52M 12.83% | 66.92K | 0.00 | 0.00 |
ISHARES TRSOLE | GLOBAL ENERG ETF | 564.91K | SH | $32.54M 9.59% | 564.91K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 306.25K | SH | $29.75M 8.77% | 306.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 45.47K | SH | $29.70M 8.76% | 45.47K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 213.06K | SH | $18.78M 5.54% | 213.06K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 253.42K | SH | $14.39M 4.24% | 253.42K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 99.19K | SH | $10.95M 3.23% | 99.19K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 31.60K | SH | $2.90M 0.85% | 31.60K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 8.70K | SH | $1.67M 0.49% | 8.70K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 13K | SH | $1.54M 0.45% | 13K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JAPAN ETF | 6.14K | SH | $518.9K 0.15% | 6.14K | 0.00 | 0.00 |