SIOUX CENTER, IA
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
1.62M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 111.54K | SH | $22.32M 9.05% | 111.54K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 115.41K | SH | $14.33M 5.81% | 115.41K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 15.43K | SH | $11.36M 4.61% | 15.43K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 78.98K | SH | $11.03M 4.47% | 78.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 34.31K | SH | $8.32M 3.37% | 34.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 25.38K | SH | $7.34M 2.98% | 25.38K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 7K | SH | $6.75M 2.74% | 7K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.31K | SH | $6.73M 2.73% | 9.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.20K | SH | $5.67M 2.30% | 15.20K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 11.95K | SH | $5.18M 2.10% | 11.95K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.51K | SH | $4.86M 1.97% | 6.51K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 63.99K | SH | $3.65M 1.48% | 63.99K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 13.52K | SH | $3.43M 1.39% | 13.52K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 28.83K | SH | $3.39M 1.37% | 28.83K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 8.48K | SH | $3.17M 1.29% | 8.48K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 21.94K | SH | $3.07M 1.25% | 21.94K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.26K | SH | $2.96M 1.20% | 13.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 105.03K | SH | $2.88M 1.17% | 105.03K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 27.62K | SH | $2.73M 1.11% | 27.62K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.66K | SH | $2.68M 1.09% | 23.66K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 7.40K | SH | $2.68M 1.09% | 7.40K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 6.19K | SH | $2.67M 1.08% | 6.19K | 0.00 | 0.00 |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 4.99K | SH | $2.61M 1.06% | 4.99K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 7.94K | SH | $2.60M 1.05% | 7.94K | 0.00 | 0.00 |
BOEING COSOLE | COM | 11.91K | SH | $2.58M 1.05% | 11.91K | 0.00 | 0.00 |