Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PILE CPA'S | 35-0865680 | — | PROFESSIONAL FEES | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTER BENEFITS | 36-4430093 | — | PROFESSIONAL FEES | $17K | — |
| LEDBETTER PARISI LLC | 03-0599899 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | Other securities | 2,987.08 | $217K | $219K | 4.9% | |
| VANGUARD VALUE ETF | Other securities | 1,267.47 | $192K | $219K | 4.9% | |
| VANGUARD HIGH DIVIDEND YIELD ETF | Other securities | 1,694.74 | $194K | $219K | 4.9% | |
| LEGG MSN INTRNT LW V | Other securities | 6,651.46 | $190K | $215K | 4.8% | |
| VANGUARD INTERNATNL HGH DIV YLD ETF | Other securities | 2,898.95 | $192K | $214K | 4.8% | |
| VANGUARD MEGA CAP VALUE ETF | Other securities | 1,446.87 | $162K | $186K | 4.2% | |
| VANGUARD SMALL CAP VALUE ETF | Other securities | 926.28 | $164K | $173K | 3.9% | |
| VANGUARD MID CAP VALUE ETF | Other securities | 815.17 | $118K | $131K | 2.9% | |
| SCHWAB US LARGE CAP GROWTH ETF | Other securities | 5,137.37 | $119K | $129K | 2.9% | |
| SCHWAB US TIPS ETF | Other securities | 4,118.48 | $107K | $111K | 2.5% | |
| VANGUARD INTRMDIAT TRM TRSRY ETF | Other securities | 1,852.8 | $109K | $110K | 2.5% | |
| VANGUARD SHORT TERM TREASURY ETF | Other securities | 1,866.57 | $108K | $110K | 2.5% | |
| VANGUARD LONG TERM COR BD ETF | Other securities | 1,433.7 | $110K | $109K | 2.4% | |
| XTRACKRS SHRT DUR HG | Other securities | 2,440.03 | $107K | $109K | 2.4% | |
| SCHWAB EMERGING MARKETS EQUITY ETF | Other securities | 3,838.63 | $99K | $106K | 2.4% | |
| SCHWAB INTERNATIONAL EQUITY ETF | Other securities | 5,331.67 | $97K | $105K | 2.4% | |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | Other securities | 238.45 | $93K | $100K | 2.2% | |
| SPDR MID CAP ETF | Other securities | 1,932.3 | $95K | $99K | 2.2% | |
| INVESCO S & P SMLCP MOMENTM ETF | Other securities | 1,411.46 | $83K | $89K | 2.0% | |
| FLEXSHARES DISCIPLIN | Other securities | 4,246.31 | $87K | $88K | 2.0% | |
| SPDR SHORT TERM CORPORATE BND ETF | Other securities | 2,911.31 | $86K | $88K | 2.0% | |
| J P MORGAN EXCHANGE-TRADED F | Other securities | 1,717.23 | $87K | $87K | 2.0% | |
| FRANKLIN LBRTY SHRT | Other securities | 961.86 | $87K | $87K | 2.0% | |
| VANGUARD MUNI BND TAX EXEMPT ETF | Bonds / Notes | 1,756.88 | $88K | $87K | 2.0% | |
| VANGUARD MEGA CAP ETF | Other securities | 375.29 | $64K | $76K | 1.7% | |
| VANGUARD MEGA CAP GROWTH ETF | Other securities | 242.96 | $64K | $75K | 1.7% | |
| INVESCO S&P 500 EQUAL WEIGHT ETF | Other securities | 376.2 | $65K | $65K | 1.5% | |
| DBX ETF TR | Other securities | 2,635.93 | $67K | $65K | 1.5% | |
| VANGUARD S&P 500 ETF | Other securities | 104.47 | $49K | $54K | 1.2% | |
| INVESCO DB COMMODITY INDEX TRACKING | Other securities | 1,967.08 | $45K | $44K | 1.0% | |
| SELECT SCTR SPDR ETF | Real Estate | 1,052.9 | $41K | $44K | 1.0% | |
| SPDR LONG TERM TREASURY ETF | Other securities | 1,610.44 | $45K | $44K | 1.0% | |
| VIRTUS SEIX SENIOR L | Other securities | 1,851.3 | $44K | $44K | 1.0% | |
| XTRACKERS USD HIGH YLD CORP BND ETF | Common Stock | 1,204.7 | $43K | $44K | 1.0% | |
| SCHWAB US LARGE CAP ETF | Other securities | 1,959.34 | $37K | $43K | 1.0% | |
| VANGUARD MID CAP GROWTH ETF | Other securities | 176.26 | $40K | $43K | 1.0% | |
| SPDR BLOOMBERG CONVRTBL SECRS ETF | Other securities | 560.87 | $41K | $43K | 1.0% | |
| VANECK PREFERRED SECURT EX FNCL ETF | Other securities | 2,553.54 | $44K | $43K | 1.0% | |
| INVESCO QQQ TRUST | Other securities | 81.37 | $36K | $38K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PROFESSIONAL FEES |
| $9K |
| — |
