SOUTHFIED, MI
Allocation by class
Portfolio Concentration
Top 3 weight
52.5%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 6.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 544.23K | SH | $325.20M 33.95% | 0.00 | 0.00 | 544.23K |
ISHARES TRSOLE | CORE US AGGBD ET | 1.05M | SH | $104.60M 10.92% | 0.00 | 0.00 | 1.05M |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 1.61M | SH | $73.56M 7.68% | 0.00 | 0.00 | 1.61M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 255.39K | SH | $66.89M 6.98% | 0.00 | 0.00 | 255.39K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 167.79K | SH | $48.19M 5.03% | 0.00 | 0.00 | 167.79K |
ISHARES TRSOLE | CORE MSCI EAFE | 435.63K | SH | $39.44M 4.12% | 0.00 | 0.00 | 435.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 578.05K | SH | $31.24M 3.26% | 0.00 | 0.00 | 578.05K |
ISHARES TRSOLE | MSCI USA QLT FCT | 90.57K | SH | $17.37M 1.81% | 0.00 | 0.00 | 90.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $13.64M 1.42% | 0.00 | 0.00 | 19.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 55.76K | SH | $12.11M 1.26% | 0.00 | 0.00 | 55.76K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 131.26K | SH | $10.12M 1.06% | 0.00 | 0.00 | 131.26K |
MICROSOFT CORPSOLE | COM | 26.46K | SH | $9.80M 1.02% | 0.00 | 0.00 | 26.46K |
APPLE INCSOLE | COM | 31.83K | SH | $8.08M 0.84% | 0.00 | 0.00 | 31.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.11K | SH | $7.24M 0.76% | 0.00 | 0.00 | 15.11K |
ALPHABET INCSOLE | CAP STK CL C | 19.54K | SH | $5.61M 0.59% | 0.00 | 0.00 | 19.54K |
AMAZON COM INCSOLE | COM | 24.80K | SH | $5.17M 0.54% | 0.00 | 0.00 | 24.80K |
JPMORGAN CHASE & COSOLE | COM | 17.36K | SH | $5.11M 0.53% | 0.00 | 0.00 | 17.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 28.55K | SH | $4.16M 0.43% | 0.00 | 0.00 | 28.55K |
JOHNSON & JOHNSONSOLE | COM | 15.91K | SH | $3.89M 0.41% | 0.00 | 0.00 | 15.91K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.90K | SH | $3.89M 0.41% | 0.00 | 0.00 | 8.90K |
ABBVIE INCSOLE | COM | 17.40K | SH | $3.78M 0.40% | 0.00 | 0.00 | 17.40K |
ISHARES TRSOLE | CORE S&P MCP ETF | 49.51K | SH | $3.34M 0.35% | 0.00 | 0.00 | 49.51K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 66.51K | SH | $3.31M 0.35% | 0.00 | 0.00 | 66.51K |
NEXTERA ENERGY INCSOLE | COM | 35.21K | SH | $3.27M 0.34% | 0.00 | 0.00 | 35.21K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 10.52K | SH | $3.18M 0.33% | 0.00 | 0.00 | 10.52K |