BLOOMINGTON, MN
Allocation by class
Portfolio Concentration
Top 3 weight
15.8%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.64M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI USA ETFSOLE | ETF | 47.59K | SH | $6.73M 6.49% | 0.00 | 0.00 | 47.59K |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFSOLE | ETF | 102.01K | SH | $4.99M 4.81% | 0.00 | 0.00 | 102.01K |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | ETF | 50.73K | SH | $4.68M 4.51% | 0.00 | 0.00 | 50.73K |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE | ETF | 99.01K | SH | $4.66M 4.49% | 0.00 | 0.00 | 99.01K |
APPLE INCSOLE | Stock | 17.92K | SH | $4.55M 4.38% | 0.00 | 0.00 | 17.92K |
VANGUARD S&P 500 ETFSOLE | ETF | 6.68K | SH | $3.99M 3.85% | 0.00 | 0.00 | 6.68K |
DONALDSON INC COMSOLE | Stock | 39.69K | SH | $3.37M 3.25% | 0.00 | 0.00 | 39.68K |
HARBOR LONG-TERM GROWERS ETFSOLE | ETF | 120.28K | SH | $3.34M 3.22% | 0.00 | 0.00 | 120.28K |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE | ETF | 77.33K | SH | $2.96M 2.85% | 0.00 | 0.00 | 77.33K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 44.39K | SH | $2.84M 2.74% | 0.00 | 0.00 | 44.39K |
MICROSOFTSOLE | Stock | 7.43K | SH | $2.75M 2.65% | 0.00 | 0.00 | 7.43K |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 10.26K | SH | $2.11M 2.04% | 0.00 | 0.00 | 10.26K |
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFSOLE | ETF | 28.84K | SH | $1.79M 1.73% | 0.00 | 0.00 | 28.84K |
ISHARES ESG AWARE MSCI EM ETFSOLE | ETF | 37.70K | SH | $1.71M 1.65% | 0.00 | 0.00 | 37.70K |
UNITEDHEALTH GROUPSOLE | Stock | 6.11K | SH | $1.65M 1.59% | 0.00 | 0.00 | 6.11K |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFSOLE | ETF | 50.22K | SH | $1.63M 1.57% | 0.00 | 0.00 | 50.21K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 51.99K | SH | $1.60M 1.54% | 0.00 | 0.00 | 51.99K |
ISHARES ESG AWARE MSCI EAFE ETFSOLE | ETF | 16.46K | SH | $1.57M 1.52% | 0.00 | 0.00 | 16.46K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 2.39K | SH | $1.56M 1.50% | 0.00 | 0.00 | 2.39K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 51.79K | SH | $1.51M 1.45% | 0.00 | 0.00 | 51.79K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | ETF | 46.74K | SH | $1.30M 1.26% | 0.00 | 0.00 | 46.74K |
CAPITAL GROUP GROWTH ETFSOLE | ETF | 30.42K | SH | $1.22M 1.18% | 0.00 | 0.00 | 30.42K |
3M CO COMSOLE | Stock | 8.16K | SH | $1.18M 1.14% | 0.00 | 0.00 | 8.16K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 41.11K | SH | $1.05M 1.02% | 0.00 | 0.00 | 41.11K |
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETFSOLE | ETF | 39.65K | SH | $1.00M 0.97% | 0.00 | 0.00 | 39.65K |