DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
24.2%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
1.81M
shares
Joint voting authority
0.00
shares
No voting authority
718.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P Mid-Cap ETFSOLE | Com | 331.38K | SH | $22.38M 9.05% | 331.10K | 0.00 | 280.00 |
State Street SPDR S&P 500 ETF TrustSOLE | Com | 28.90K | SH | $18.80M 7.60% | 28.90K | 0.00 | 0.00 |
iShares Russell 2000 ETFSOLE | Com | 75.73K | SH | $18.78M 7.60% | 75.67K | 0.00 | 58.00 |
iShares MSCI Eafe ETFSOLE | Com | 159.79K | SH | $15.52M 6.28% | 159.79K | 0.00 | 0.00 |
Apple IncSOLE | Com | 39.92K | SH | $10.13M 4.10% | 39.90K | 0.00 | 15.00 |
Alphabet Inc Class CSOLE | Com | 26.48K | SH | $7.60M 3.07% | 26.47K | 0.00 | 8.00 |
Microsoft CorpSOLE | Com | 20.43K | SH | $7.56M 3.06% | 20.42K | 0.00 | 10.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 13.61K | SH | $6.52M 2.64% | 13.61K | 0.00 | 3.00 |
iShares Core S&P Small-Cap ETFSOLE | Com | 41.47K | SH | $5.16M 2.08% | 41.47K | 0.00 | 0.00 |
Visa Inc Cl ASOLE | Com | 16.68K | SH | $5.04M 2.04% | 16.67K | 0.00 | 5.00 |
Johnson & JohnsonSOLE | Com | 19.29K | SH | $4.71M 1.91% | 19.28K | 0.00 | 6.00 |
Chevron CorporationSOLE | Com | 20.06K | SH | $4.15M 1.68% | 20.05K | 0.00 | 8.00 |
Nvidia CorpSOLE | Com | 23.03K | SH | $4.02M 1.62% | 23.02K | 0.00 | 17.00 |
iShares S&P Midcap 400/Grwth ETFSOLE | Com | 38.36K | SH | $3.86M 1.56% | 38.36K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Com | 18.18K | SH | $3.79M 1.53% | 18.16K | 0.00 | 12.00 |
Exxon Mobil CorpSOLE | Com | 21.97K | SH | $3.73M 1.51% | 21.96K | 0.00 | 9.00 |
Abbott LabsSOLE | Com | 36.10K | SH | $3.71M 1.50% | 36.08K | 0.00 | 15.00 |
iShares S&P Midcap 400/Value ETFSOLE | Com | 26.03K | SH | $3.45M 1.40% | 26.03K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | Com | 4.03K | SH | $3.41M 1.38% | 4.02K | 0.00 | 2.00 |
Procter & Gamble COSOLE | Com | 21.28K | SH | $3.07M 1.24% | 21.28K | 0.00 | 5.00 |
Illinois Tool Works IncSOLE | Com | 11.48K | SH | $2.99M 1.21% | 11.48K | 0.00 | 2.00 |
Pepsico IncSOLE | Com | 18.96K | SH | $2.94M 1.19% | 18.95K | 0.00 | 5.00 |
Home Depot IncSOLE | Com | 8.17K | SH | $2.69M 1.09% | 8.17K | 0.00 | 4.00 |
Stryker CorporationSOLE | Com | 7.76K | SH | $2.55M 1.03% | 7.76K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 8.75K | SH | $2.52M 1.02% | 8.75K | 0.00 | 1.00 |