CAPE GIRARDEAU, MO
Allocation by class
Portfolio Concentration
Top 3 weight
19.7%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 864.70K
Full voting authority
864.70K
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 |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 20.01K | SH | $6.94M 9.02% | 20.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 38.50K | SH | $4.79M 6.23% | 38.50K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.65K | SH | $3.45M 4.49% | 20.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.96K | SH | $3.27M 4.25% | 12.96K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.16K | SH | $3.05M 3.96% | 5.16K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 23.74K | SH | $2.39M 3.11% | 23.74K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 23.33K | SH | $2.39M 3.11% | 23.33K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 11.31K | SH | $2.02M 2.63% | 11.31K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 88.53K | SH | $1.99M 2.59% | 88.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 10.03K | SH | $1.98M 2.58% | 10.03K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 38.45K | SH | $1.98M 2.57% | 38.45K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 21.39K | SH | $1.88M 2.44% | 21.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 11.18K | SH | $1.80M 2.35% | 11.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.73K | SH | $1.72M 2.23% | 6.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.27K | SH | $1.55M 2.02% | 11.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.59K | SH | $1.53M 1.98% | 3.59K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 26.22K | SH | $1.37M 1.79% | 26.22K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 14.05K | SH | $1.36M 1.77% | 14.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 28.16K | SH | $1.28M 1.66% | 28.16K | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 24.08K | SH | $1.21M 1.58% | 24.08K | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 23.09K | SH | $1.18M 1.53% | 23.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.27K | SH | $1.17M 1.52% | 5.27K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 9.27K | SH | $1.07M 1.39% | 9.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.31K | SH | $1.02M 1.32% | 5.31K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 19.57K | SH | $1.01M 1.31% | 19.57K | 0.00 | 0.00 |