RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
62.0%
Top 10 weight
85.5%
Voting Authority Distribution
Total shares with voting rights: 10.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.04M | SH | $383.57M 36.40% | 0.00 | 0.00 | 1.04M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 1.84M | SH | $174.30M 16.54% | 0.00 | 0.00 | 1.84M |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 938.76K | SH | $95.90M 9.10% | 0.00 | 0.00 | 938.76K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 1.04M | SH | $94.08M 8.93% | 0.00 | 0.00 | 1.04M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 926.24K | SH | $77.57M 7.36% | 0.00 | 0.00 | 926.24K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL SILVER | 1.03M | SH | $19.42M 1.84% | 0.00 | 0.00 | 1.03M |
RBB FD INCSOLE | US TREASR 10 YR | 375.02K | SH | $16.20M 1.54% | 0.00 | 0.00 | 375.02K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 455.67K | SH | $13.75M 1.30% | 0.00 | 0.00 | 455.67K |
ISHARES TRSOLE | CORE S&P TTL STK | 80.47K | SH | $13.22M 1.25% | 0.00 | 0.00 | 80.47K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 266.20K | SH | $12.89M 1.22% | 0.00 | 0.00 | 266.20K |
ISHARES TRSOLE | NATIONAL MUN ETF | 115.09K | SH | $12.39M 1.18% | 0.00 | 0.00 | 115.09K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 98.38K | SH | $11.55M 1.10% | 0.00 | 0.00 | 98.38K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 432.02K | SH | $11.45M 1.09% | 0.00 | 0.00 | 432.02K |
INVESCO LTDSOLE | SHS | 432.55K | SH | $11.41M 1.08% | 0.00 | 0.00 | 432.55K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 106.38K | SH | $9.35M 0.89% | 0.00 | 0.00 | 106.38K |
SPDR SERIES TRUSTSOLE | ST STR NUVEE ETF | 170.69K | SH | $7.82M 0.74% | 0.00 | 0.00 | 170.69K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 153.03K | SH | $7.70M 0.73% | 0.00 | 0.00 | 153.03K |
ISHARES TRSOLE | CORE US AGGBD ET | 45.79K | SH | $4.53M 0.43% | 0.00 | 0.00 | 45.79K |
ISHARES TRSOLE | CORE MSCI TOTAL | 37.15K | SH | $3.55M 0.34% | 0.00 | 0.00 | 37.15K |
ISHARES TRSOLE | ESG MSCI KLD ETF | 24.59K | SH | $3.50M 0.33% | 0.00 | 0.00 | 24.59K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SEVEN | 70.73K | SH | $3.34M 0.32% | 0.00 | 0.00 | 70.73K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.65K | SH | $3.26M 0.31% | 0.00 | 0.00 | 7.65K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 55.59K | SH | $3.21M 0.30% | 0.00 | 0.00 | 55.59K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 96.28K | SH | $3.05M 0.29% | 0.00 | 0.00 | 96.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.93K | SH | $2.94M 0.28% | 0.00 | 0.00 | 3.93K |