CHANDLER, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
40.7%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 259.37K | SH | $25.05M 16.06% | 0.00 | 0.00 | 259.37K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 226.07K | SH | $21.38M 13.70% | 0.00 | 0.00 | 226.07K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 309.74K | SH | $17.09M 10.95% | 0.00 | 0.00 | 309.74K |
ISHARES INCSOLE | CORE MSCI EMKT | 171.52K | SH | $14.21M 9.11% | 0.00 | 0.00 | 171.52K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 652.35K | SH | $12.80M 8.20% | 0.00 | 0.00 | 652.35K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.39K | SH | $11.52M 7.39% | 0.00 | 0.00 | 15.39K |
ISHARES TRSOLE | CORE S&P SCP ETF | 59.86K | SH | $8.88M 5.69% | 0.00 | 0.00 | 59.86K |
ISHARES TRSOLE | CORE S&P MCP ETF | 91.76K | SH | $7.08M 4.54% | 0.00 | 0.00 | 91.76K |
BNY MELLON ETF TRUSTSOLE | GLOBAL INFRASCTR | 125.57K | SH | $5.65M 3.62% | 0.00 | 0.00 | 125.57K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 63.45K | SH | $3.20M 2.05% | 0.00 | 0.00 | 63.45K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 53.73K | SH | $3.10M 1.99% | 0.00 | 0.00 | 53.73K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 57.12K | SH | $2.89M 1.85% | 0.00 | 0.00 | 57.12K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 26.30K | SH | $2.80M 1.79% | 0.00 | 0.00 | 26.30K |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 62.28K | SH | $2.72M 1.74% | 0.00 | 0.00 | 62.28K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 91.90K | SH | $2.70M 1.73% | 0.00 | 0.00 | 91.90K |
ISHARES TRSOLE | NATIONAL MUN ETF | 24.90K | SH | $2.68M 1.72% | 0.00 | 0.00 | 24.90K |
ISHARES TRSOLE | MSCI EAFE ETF | 15.80K | SH | $1.64M 1.05% | 0.00 | 0.00 | 15.80K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 56.02K | SH | $1.55M 0.99% | 0.00 | 0.00 | 56.02K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 18.59K | SH | $1.53M 0.98% | 0.00 | 0.00 | 18.59K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.69K | SH | $1.26M 0.81% | 0.00 | 0.00 | 1.69K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 24.33K | SH | $1.26M 0.81% | 0.00 | 0.00 | 24.33K |
SPDR INDEX SHS FDSSOLE | ST DOW GLOBA ETF | 24.42K | SH | $1.21M 0.78% | 0.00 | 0.00 | 24.42K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 36.34K | SH | $1.05M 0.67% | 0.00 | 0.00 | 36.34K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 24.95K | SH | $904.5K 0.58% | 0.00 | 0.00 | 24.95K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 18.58K | SH | $684.9K 0.44% | 0.00 | 0.00 | 18.58K |