PORTAGE, MI
Allocation by class
Portfolio Concentration
Top 3 weight
52.5%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Full voting authority
2.69M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 125.19K | SH | $70.35M 35.80% | 125.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 630.82K | SH | $20.81M 10.59% | 630.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.98M 6.10% | 15.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 95.90K | SH | $10.03M 5.10% | 95.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 36.38K | SH | $10.00M 5.09% | 36.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 274.23K | SH | $7.72M 3.93% | 274.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 233.65K | SH | $7.30M 3.71% | 233.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 124.17K | SH | $7.25M 3.69% | 124.17K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.79K | SH | $4.17M 2.12% | 18.79K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.90K | SH | $3.86M 1.97% | 6.90K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 35.15K | SH | $3.20M 1.63% | 35.15K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 41.81K | SH | $3.07M 1.56% | 41.81K | 0.00 | 0.00 |
CLEARPOINT NEURO INCSOLE | COM | 245.35K | SH | $2.92M 1.48% | 245.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 26.88K | SH | $2.66M 1.35% | 26.88K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 43.82K | SH | $2.62M 1.33% | 43.82K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 84.58K | SH | $2.35M 1.20% | 84.58K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 48.88K | SH | $1.98M 1.01% | 48.88K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.67K | SH | $1.96M 1.00% | 3.67K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 26.34K | SH | $1.79M 0.91% | 26.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 22.96K | SH | $1.76M 0.89% | 22.96K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 62.65K | SH | $1.62M 0.83% | 62.65K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 60.57K | SH | $1.60M 0.82% | 60.57K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 55.45K | SH | $1.19M 0.61% | 55.45K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.06K | SH | $1.13M 0.57% | 2.06K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 3.01K | SH | $1.12M 0.57% | 3.01K | 0.00 | 0.00 |