CEDAR RAPIDS, IA
Allocation by class
Portfolio Concentration
Top 3 weight
21.2%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.57M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 411.08K | SH | $11.45M 7.44% | 0.00 | 0.00 | 411.08K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 29.06K | SH | $10.68M 6.93% | 0.00 | 0.00 | 29.06K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 36.70K | SH | $10.54M 6.85% | 0.00 | 0.00 | 36.70K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 147.01K | SH | $10.42M 6.77% | 0.00 | 0.00 | 147.01K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 210.88K | SH | $9.93M 6.45% | 0.00 | 0.00 | 210.88K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 116.78K | SH | $8.31M 5.40% | 0.00 | 0.00 | 116.78K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 157.09K | SH | $8.29M 5.39% | 0.00 | 0.00 | 157.09K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 124.36K | SH | $6.72M 4.37% | 0.00 | 0.00 | 124.36K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 141.98K | SH | $5.80M 3.77% | 0.00 | 0.00 | 141.98K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 61.10K | SH | $5.66M 3.68% | 0.00 | 0.00 | 61.10K |
FIDELITY COVINGTON TRUSTSOLE | VLU FACTOR ETF | 63.21K | SH | $4.39M 2.85% | 0.00 | 0.00 | 63.21K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 51.66K | SH | $4.39M 2.85% | 0.00 | 0.00 | 51.66K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 31.32K | SH | $3.92M 2.55% | 0.00 | 0.00 | 31.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 135.90K | SH | $3.17M 2.06% | 0.00 | 0.00 | 135.90K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 39.94K | SH | $3.17M 2.06% | 0.00 | 0.00 | 39.94K |
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 42.16K | SH | $2.95M 1.91% | 0.00 | 0.00 | 42.16K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 87.30K | SH | $2.57M 1.67% | 0.00 | 0.00 | 87.30K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 91.84K | SH | $2.49M 1.62% | 0.00 | 0.00 | 91.84K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 15.49K | SH | $2.40M 1.56% | 0.00 | 0.00 | 15.49K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 45.82K | SH | $2.39M 1.55% | 0.00 | 0.00 | 45.82K |
ISHARES GOLD TRSOLE | SHARES REPRESENT | 50.91K | SH | $2.38M 1.54% | 0.00 | 0.00 | 50.91K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 60.52K | SH | $1.96M 1.27% | 0.00 | 0.00 | 60.52K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 50.73K | SH | $1.72M 1.12% | 0.00 | 0.00 | 50.73K |
APPLE INCSOLE | COM | 6.66K | SH | $1.69M 1.10% | 0.00 | 0.00 | 6.66K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 15.68K | SH | $1.39M 0.90% | 0.00 | 0.00 | 15.68K |