Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES RUSSELL | $54.3M | 152330 | 12.50% |
| 2 | ISHARES CORE | $39.9M | 61091 | 9.19% |
| 3 | ISHARES MSCI | $24.3M | 249668 | 5.58% |
| 4 | ISHARES 3-7YR | $20.1M | 169333 | 4.62% |
| 5 | ISHARES RUSSELL | $16.9M | 79161 | 3.89% |
| 6 | VANGUARD MID | $16.4M | 57182 | 3.78% |
| 7 | FIRST TRUST | $15.1M | 221690 | 3.48% |
| 8 | WISDOMTREE FLOATING | $14.9M | 295493 | 3.42% |
| 9 | STATE STREET | $13.4M | 20594 | 3.08% |
| 10 | ISHARES MSCI | $13.2M | 232511 | 3.04% |
| 11 | VANECK MORNINGSTAR | $12.1M | 124658 | 2.77% |
| 12 | VANGUARD SHORT | $11.5M | 144987 | 2.65% |
| 13 | ISHARES RUSSELL | $11.2M | 26172 | 2.57% |
| 14 | VANGUARD INTERMEDIATE | $11.1M | 133960 | 2.55% |
| 15 | SPDR GOLD | $10.7M | 115047 | 2.45% |
| 16 | VANGUARD SMALL | $10.2M | 39120 | 2.36% |
| 17 | APPLE INC | $9.1M | 35803 | 2.09% |
| 18 | ISHARES 1-3YR | $6.9M | 83257 | 1.58% |
| 19 | VANECK FALLEN | $5.8M | 203245 | 1.34% |
| 20 | ISHARES BROAD | $5.7M | 110483 | 1.30% |
| 21 | VANGUARD RUSSELL | $5.5M | 18553 | 1.26% |
| 22 | STATE STREET | $5.4M | 58515 | 1.23% |
| 23 | STATE STREET | $5.3M | 108923 | 1.21% |
| 24 | DIMENSIONAL US | $5.0M | 70677 | 1.16% |
| 25 | VANGUARD FTSE | $4.6M | 71104 | 1.05% |
| 26 | STATE STREET | $4.4M | 111265 | 1.02% |
| 27 | ISHARES FLOATING | $4.0M | 78796 | 0.92% |
| 28 | STATE STREET | $3.6M | 124529 | 0.84% |
| 29 | THERMO FISHER | $3.6M | 7254 | 0.82% |
| 30 | STATE STREET | $3.1M | 107202 | 0.71% |
| 31 | ISHARES FALLEN | $2.3M | 85683 | 0.53% |
| 32 | MICROSOFT CORP | $2.3M | 6169 | 0.53% |
| 33 | ISHARES CORE | $2.2M | 32146 | 0.52% |
| 34 | VANGUARD TOTAL | $1.9M | 40216 | 0.44% |
| 35 | VANGUARD TOTAL | $1.8M | 5614 | 0.41% |
| 36 | ISHARES CORE | $1.6M | 31726 | 0.37% |
| 37 | NVIDIA CORP | $1.6M | 8987 | 0.36% |
| 38 | ALPHABET INC | $1.6M | 5420 | 0.36% |
| 39 | STATE STREET | $1.5M | 23310 | 0.34% |
| 40 | ISHARES JPMORGAN | $1.5M | 15619 | 0.34% |
| 41 | VANGUARD ESG | $1.4M | 12292 | 0.32% |
| 42 | ALPHABET INC | $1.3M | 4682 | 0.31% |
| 43 | STATE STREET | $1.3M | 32501 | 0.30% |
| 44 | GLOBAL X | $1.2M | 28387 | 0.27% |
| 45 | JOHNSON & JOHNSON | $1.1M | 4531 | 0.26% |
| 46 | JPMORGAN CHASE | $1.1M | 3710 | 0.25% |
| 47 | NUVEEN ESG | $1.0M | 22931 | 0.24% |
| 48 | VANGUARD MID | $1.0M | 5470 | 0.23% |
| 49 | RTX CORP | $975K | 5054 | 0.22% |
| 50 | STATE STREET | $926K | 11708 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.