GRAND BLANC, MI
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 6.09M
Full voting authority
6.09M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 557.65K | SH | $21.67M 6.32% | 557.65K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 274.37K | SH | $20.20M 5.89% | 274.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 409.27K | SH | $12.56M 3.66% | 409.27K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 89.40K | SH | $8.65M 2.52% | 89.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 281.50K | SH | $8.20M 2.39% | 281.50K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.59K | SH | $6.79M 1.98% | 31.59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 176.48K | SH | $6.18M 1.80% | 176.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 145.22K | SH | $6.13M 1.79% | 145.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.51K | SH | $6.11M 1.78% | 16.51K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 43.62K | SH | $5.80M 1.69% | 43.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 22.05K | SH | $5.60M 1.63% | 22.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 145.93K | SH | $5.36M 1.56% | 145.93K | 0.00 | 0.00 |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 156.21K | SH | $5.17M 1.51% | 156.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.84K | SH | $5.08M 1.48% | 15.84K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 27.42K | SH | $4.78M 1.39% | 27.42K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 83.14K | SH | $4.22M 1.23% | 83.14K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.66K | SH | $4.16M 1.21% | 9.66K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 86.61K | SH | $4.08M 1.19% | 86.61K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.19K | SH | $3.98M 1.16% | 15.19K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 127.12K | SH | $3.94M 1.15% | 127.12K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 20.31K | SH | $3.90M 1.14% | 20.31K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.66K | SH | $3.72M 1.09% | 12.66K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 174.02K | SH | $3.65M 1.06% | 174.02K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 39.25K | SH | $3.64M 1.06% | 39.25K | 0.00 | 0.00 |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 73.01K | SH | $3.61M 1.05% | 73.01K | 0.00 | 0.00 |