BOWIE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 114.49K | SH | $10.37M 6.16% | 0.00 | 0.00 | 114.49K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 77.71K | SH | $8.58M 5.11% | 0.00 | 0.00 | 77.71K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 34.24K | SH | $7.32M 4.35% | 0.00 | 0.00 | 34.24K |
APPLE INCSOLE | COM | 27.48K | SH | $6.97M 4.15% | 0.00 | 0.00 | 27.48K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 14.15K | SH | $6.03M 3.59% | 0.00 | 0.00 | 14.15K |
EXXON MOBIL CORPSOLE | COM | 34.34K | SH | $5.83M 3.46% | 0.00 | 0.00 | 34.34K |
MICROSOFT CORPSOLE | COM | 15.43K | SH | $5.71M 3.40% | 0.00 | 0.00 | 15.43K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 91.52K | SH | $5.20M 3.09% | 0.00 | 0.00 | 91.52K |
ISHARES TRSOLE | RUS MD CP GR ETF | 34.38K | SH | $4.40M 2.62% | 0.00 | 0.00 | 34.38K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 27.68K | SH | $4.03M 2.40% | 0.00 | 0.00 | 27.68K |
JOHNSON & JOHNSONSOLE | COM | 15.17K | SH | $3.71M 2.21% | 0.00 | 0.00 | 15.17K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.06K | SH | $3.65M 2.17% | 0.00 | 0.00 | 15.06K |
CATERPILLAR INCSOLE | COM | 4.38K | SH | $3.10M 1.84% | 0.00 | 0.00 | 4.38K |
MCDONALDS CORPSOLE | COM | 9.92K | SH | $3.08M 1.83% | 0.00 | 0.00 | 9.92K |
RTX CORPORATIONSOLE | COM | 15.86K | SH | $3.06M 1.82% | 0.00 | 0.00 | 15.86K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 9.21K | SH | $2.89M 1.72% | 0.00 | 0.00 | 9.21K |
CHEVRON CORPORATIONSOLE | COM | 12.08K | SH | $2.50M 1.49% | 0.00 | 0.00 | 12.08K |
VANECK ETF TRUSTSOLE | AGRIBUSINESS ETF | 28.80K | SH | $2.43M 1.45% | 0.00 | 0.00 | 28.80K |
HOME DEPOT INCSOLE | COM | 7.03K | SH | $2.31M 1.37% | 0.00 | 0.00 | 7.03K |
COCA COLA COSOLE | COM | 29.65K | SH | $2.25M 1.34% | 0.00 | 0.00 | 29.65K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 51.09K | SH | $2.17M 1.29% | 0.00 | 0.00 | 51.09K |
NVIDIA CORPORATIONSOLE | COM | 12.30K | SH | $2.14M 1.28% | 0.00 | 0.00 | 12.30K |
PROCTER & GAMBLE COSOLE | COM | 14.62K | SH | $2.11M 1.26% | 0.00 | 0.00 | 14.62K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.16K | SH | $2.05M 1.22% | 0.00 | 0.00 | 3.16K |
AT&T INCSOLE | COM | 69.32K | SH | $2.01M 1.20% | 0.00 | 0.00 | 69.32K |