BRIGHTON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
10.3%
Top 10 weight
21.3%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Full voting authority
28.02K
shares
Joint voting authority
3.23K
shares
No voting authority
2.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTDFND | ST STR BLO 1 ETF | 131.18K | SH | $12.02M 6.56% | 302.00 | 16.00 | 130.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.29K | SH | $3.44M 1.88% | 0.00 | 15.00 | 9.28K |
NVIDIA CORPORATIONDFND | COM | 16.69K | SH | $3.34M 1.82% | 129.00 | 15.00 | 16.55K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 4.46K | SH | $3.33M 1.82% | 40.00 | 0.00 | 3.82K |
SPDR SERIES TRUSTDFND | ST STR P500ETF | 34.75K | SH | $3.05M 1.67% | 879.00 | 51.00 | 33.82K |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 34.39K | SH | $2.88M 1.57% | 964.00 | 49.00 | 33.38K |
ISHARES INCDFND | MSCI EURZONE ETF | 39.85K | SH | $2.77M 1.51% | 1.12K | 50.00 | 38.67K |
SPDR INDEX SHS FDSDFND | ST STR PO EX ETF | 54.61K | SH | $2.75M 1.50% | 1.56K | 80.00 | 52.97K |
ALPHABET INCDFND | CAP STK CL A | 7.57K | SH | $2.70M 1.48% | 54.00 | 1.00 | 7.51K |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 7.72K | SH | $2.66M 1.45% | 0.00 | 0.00 | 7.72K |
INVESCO QQQ TRDFND | UNIT SER 1 | 3.46K | SH | $2.55M 1.39% | 44.00 | 0.00 | 3.42K |
SPDR SERIES TRUSTDFND | ST PORT HIGH ETF | 106.83K | SH | $2.50M 1.37% | 1.77K | 98.00 | 104.95K |
JANUS DETROIT STR TRDFND | HENDRSON AAA CL | 47.39K | SH | $2.39M 1.31% | 825.00 | 45.00 | 46.52K |
VANGUARD WELLINGTON FDDFND | US MOMENTUM | 8.81K | SH | $2.20M 1.20% | 0.00 | 0.00 | 8.81K |
MICRON TECHNOLOGY INCDFND | COM | 1.85K | SH | $2.14M 1.17% | 42.00 | 1.00 | 1.81K |
ISHARES TRSOLE | 20+ YEAR TR BD | 94.75K | SH | $2.12M 1.16% | 0.00 | 0.00 | 94.75K |
DELL TECHNOLOGIES INCDFND | CL C | 4.58K | SH | $1.98M 1.08% | 115.00 | 4.00 | 4.47K |
SPDR SERIES TRUSTDFND | ST STR P400MID | 26.94K | SH | $1.82M 0.99% | 691.00 | 41.00 | 26.21K |
SPDR SERIES TRUSTDFND | ST STR BL 12 ETF | 18K | SH | $1.79M 0.98% | 279.00 | 15.00 | 17.71K |
APPLE INCSOLE | COM | 6.02K | SH | $1.74M 0.95% | 0.00 | 0.00 | 6.02K |
SPDR SERIES TRUSTDFND | ST LONG BD ETF | 76.95K | SH | $1.72M 0.94% | 1.23K | 72.00 | 75.65K |
SPDR SERIES TRUSTDFND | ST LON TREAS ETF | 65.10K | SH | $1.71M 0.93% | 1.05K | 61.00 | 63.99K |
SPDR SERIES TRUSTDFND | ST SHOR CORP ETF | 56.51K | SH | $1.70M 0.93% | 917.00 | 54.00 | 55.54K |
SCHWAB STRATEGIC TRDFND | 5 10YR CORP BD | 72.23K | SH | $1.64M 0.89% | 1.21K | 70.00 | 70.95K |
ISHARES TRDFND | MBS ETF | 16.65K | SH | $1.57M 0.86% | 293.00 | 15.00 | 16.34K |