FAIRFIELD, IA
Allocation by class
Portfolio Concentration
Top 3 weight
8.8%
Top 10 weight
19.7%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
VANGUARDSOLE | INDEX FDS S&P 500 ETF SHS | 2.05M | SH | $1.41M 3.26% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.36M | SH | $1.26M 2.92% | 0.00 | 0.00 | 0.00 |
NVIDIASOLE | CORPORATION COM | 5.70M | SH | $1.14M 2.64% | 0.00 | 0.00 | 0.00 |
INVESCOSOLE | QQQ TR | 1.26M | SH | $929.2K 2.15% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.16M | SH | $867.7K 2.01% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS TOTAL STK MKT | 2.17M | SH | $803.6K 1.86% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.48M | SH | $591.0K 1.37% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.28M | SH | $537.3K 1.24% | 0.00 | 0.00 | 0.00 |
STATESOLE | STR SPDR S&P 500 ETF T TR UNIT | 684.01K | SH | $510.8K 1.18% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.29M | SH | $481.5K 1.11% | 0.00 | 0.00 | 0.00 |
CAPITALSOLE | GROUP DIVIDEND VALUE SHS CREAT UNIT | 7.84M | SH | $386.5K 0.89% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAYSOLE | INC DEL CL B NEW | 743.47K | SH | $372.0K 0.86% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 993.09K | SH | $354.9K 0.82% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 934.69K | SH | $330.3K 0.76% | 0.00 | 0.00 | 0.00 |
SPDR SERIESSOLE | TRUST ST STR P500ETF | 3.70M | SH | $325.1K 0.75% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS GROWTH ETF | 3.70M | SH | $319.1K 0.74% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 4.01M | SH | $286.0K 0.66% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FD RISNGSOLE | DIVD ACHIV | 3.45M | SH | $280.0K 0.65% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 718.85K | SH | $271.5K 0.63% | 0.00 | 0.00 | 0.00 |
MICRONSOLE | TECHNOLOGY INC | 216.74K | SH | $250.2K 0.58% | 0.00 | 0.00 | 0.00 |
CAPITALSOLE | GROUP GROWTH ETF SHS CREAT UNIT | 5.10M | SH | $240.6K 0.56% | 0.00 | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | INC | 391.71K | SH | $227.5K 0.53% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS VALUE ETF | 1.04M | SH | $227.5K 0.53% | 0.00 | 0.00 | 0.00 |
CATERPILLARSOLE | INC COM | 212.75K | SH | $226.6K 0.52% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE &SOLE | CO | 686.34K | SH | $224.7K 0.52% | 0.00 | 0.00 | 0.00 |