FAIRFIELD, IA
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 4.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 46.80K | SH | $30.57M 8.67% | 0.00 | 0.00 | 46.80K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 378.03K | SH | $17.54M 4.97% | 0.00 | 0.00 | 378.03K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 344.88K | SH | $16.24M 4.60% | 0.00 | 0.00 | 344.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.21K | SH | $12.67M 3.59% | 0.00 | 0.00 | 21.21K |
APPLE INCSOLE | COM | 45.35K | SH | $11.51M 3.26% | 0.00 | 0.00 | 45.35K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 172.80K | SH | $10.05M 2.85% | 0.00 | 0.00 | 172.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.44K | SH | $8.84M 2.51% | 0.00 | 0.00 | 18.44K |
ISHARES TRSOLE | MSCI USA MIN VOL | 87K | SH | $8.07M 2.29% | 0.00 | 0.00 | 87K |
ISHARES INCSOLE | CORE MSCI EMKT | 87.42K | SH | $6.10M 1.73% | 0.00 | 0.00 | 87.42K |
ISHARES TRSOLE | 0-5YR HI YL CP | 143.49K | SH | $6.07M 1.72% | 0.00 | 0.00 | 143.49K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 77.50K | SH | $5.87M 1.66% | 0.00 | 0.00 | 77.50K |
NVIDIA CORPORATIONSOLE | COM | 33.61K | SH | $5.86M 1.66% | 0.00 | 0.00 | 33.61K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 86.85K | SH | $5.33M 1.51% | 0.00 | 0.00 | 86.85K |
ALPHABET INCSOLE | CAP STK CL A | 18.13K | SH | $5.21M 1.48% | 0.00 | 0.00 | 18.13K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.14K | SH | $4.86M 1.38% | 0.00 | 0.00 | 11.14K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.52K | SH | $4.85M 1.37% | 0.00 | 0.00 | 18.52K |
MICROSOFT CORPSOLE | COM | 13.09K | SH | $4.85M 1.37% | 0.00 | 0.00 | 13.09K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 75.08K | SH | $4.81M 1.36% | 0.00 | 0.00 | 75.08K |
ALPHABET INCSOLE | CAP STK CL C | 15.74K | SH | $4.51M 1.28% | 0.00 | 0.00 | 15.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 150.18K | SH | $4.37M 1.24% | 0.00 | 0.00 | 150.18K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.37K | SH | $4.14M 1.17% | 0.00 | 0.00 | 6.37K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 51.88K | SH | $4.00M 1.13% | 0.00 | 0.00 | 51.88K |
ISHARES GOLD TRSOLE | ISHARES NEW | 44.88K | SH | $3.96M 1.12% | 0.00 | 0.00 | 44.88K |
PFIZER INCSOLE | COM | 131.02K | SH | $3.68M 1.04% | 0.00 | 0.00 | 131.02K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 16.50K | SH | $3.55M 1.01% | 0.00 | 0.00 | 16.50K |