Clayton, MO
Allocation by class
Portfolio Concentration
Top 3 weight
5.6%
Top 10 weight
15.2%
Voting Authority Distribution
Total shares with voting rights: 152.95M
Full voting authority
152.95M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 926.03K | SH | $267.99M 2.44% | 926.03K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 474.53K | SH | $177.06M 1.61% | 474.53K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 849.11K | SH | $169.90M 1.55% | 849.11K | 0.00 | 0.00 |
SPDR INDEX SHS FDSDFND | ST STR PO EX ETF | 3.36M | SH | $169.17M 1.54% | 3.36M | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST STR P500GRW | 1.32M | SH | $157.16M 1.43% | 1.32M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P US GWT | 825.43K | SH | $155.26M 1.42% | 825.43K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P US VLU | 1.39M | SH | $153.36M 1.40% | 1.39M | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST STR P500VAL | 2.38M | SH | $144.42M 1.32% | 2.38M | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTDFND | SHS CREAT UNIT | 4.14M | SH | $143.22M 1.31% | 4.14M | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFDFND | SHS CREAT UNIT | 2.73M | SH | $129.02M 1.18% | 2.73M | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETDFND | SHS CREAT UNIT | 2.84M | SH | $126.22M 1.15% | 2.84M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 331.19K | SH | $125.13M 1.14% | 331.19K | 0.00 | 0.00 |
AMPHENOL CORPDFND | CL A | 623.41K | SH | $109.92M 1.00% | 623.41K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST STR BACKE ETF | 4.81M | SH | $107.39M 0.98% | 4.81M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRDFND | INTL EQTY ETF | 3.78M | SH | $104.69M 0.95% | 3.78M | 0.00 | 0.00 |
WORLD GOLD TRDFND | SPDR GLD MINIS | 1.13M | SH | $89.45M 0.82% | 1.13M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 235.87K | SH | $84.30M 0.77% | 235.87K | 0.00 | 0.00 |
ISHARES TRDFND | 10-20 YR TRS ETF | 836.23K | SH | $83.92M 0.77% | 836.23K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 327.32K | SH | $82.39M 0.75% | 327.32K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INT-TERM CORP | 980.08K | SH | $81.00M 0.74% | 980.08K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TDFND | CORE BOND ETF | 3.04M | SH | $79.60M 0.73% | 3.04M | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TDFND | CORE PLUS INCM | 3.44M | SH | $76.63M 0.70% | 3.44M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 318.49K | SH | $75.91M 0.69% | 318.49K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 254.17K | SH | $75.77M 0.69% | 254.17K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 534.04K | SH | $73.02M 0.67% | 534.04K | 0.00 | 0.00 |