TROY, MI
Allocation by class
Portfolio Concentration
Top 3 weight
48.5%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 171.14K | SH | $37.30M 22.80% | 0.00 | 0.00 | 171.14K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 313.55K | SH | $26.81M 16.39% | 0.00 | 0.00 | 313.55K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 50.38K | SH | $15.27M 9.34% | 0.00 | 0.00 | 50.38K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.15K | SH | $8.78M 5.37% | 0.00 | 0.00 | 36.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.86K | SH | $7.72M 4.72% | 0.00 | 0.00 | 20.86K |
BORGWARNER INCSOLE | COM | 108.72K | SH | $7.22M 4.41% | 0.00 | 0.00 | 108.72K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 115.78K | SH | $5.14M 3.14% | 0.00 | 0.00 | 115.78K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 36.13K | SH | $4.51M 2.76% | 0.00 | 0.00 | 36.13K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 46.40K | SH | $3.62M 2.21% | 0.00 | 0.00 | 46.40K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 23.21K | SH | $3.58M 2.19% | 0.00 | 0.00 | 23.21K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 46.64K | SH | $3.32M 2.03% | 0.00 | 0.00 | 46.64K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.44K | SH | $3.32M 2.03% | 0.00 | 0.00 | 4.44K |
CATERPILLAR INCSOLE | COM | 2.44K | SH | $2.60M 1.59% | 0.00 | 0.00 | 2.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.09K | SH | $2.31M 1.41% | 0.00 | 0.00 | 3.09K |
LEAR CORPSOLE | COM NEW | 14.19K | SH | $1.90M 1.16% | 0.00 | 0.00 | 14.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.69K | SH | $1.85M 1.13% | 0.00 | 0.00 | 3.69K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.33K | SH | $1.73M 1.06% | 0.00 | 0.00 | 7.33K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 22.05K | SH | $1.67M 1.02% | 0.00 | 0.00 | 22.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 23.49K | SH | $1.40M 0.86% | 0.00 | 0.00 | 23.49K |
MICROSOFT CORPSOLE | COM | 3.28K | SH | $1.22M 0.75% | 0.00 | 0.00 | 3.28K |
BLACKSTONE INCSOLE | COM | 9.37K | SH | $1.10M 0.67% | 0.00 | 0.00 | 9.37K |
GENERAL DYNAMICS CORPSOLE | COM | 3.10K | SH | $1.10M 0.67% | 0.00 | 0.00 | 3.10K |
APTIV PLCSOLE | COM SHS | 16.96K | SH | $1.04M 0.64% | 0.00 | 0.00 | 16.96K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.50K | SH | $1.03M 0.63% | 0.00 | 0.00 | 1.50K |
JPMORGAN CHASE & COSOLE | COM | 3.10K | SH | $1.01M 0.62% | 0.00 | 0.00 | 3.10K |