AMES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
25.6%
Top 10 weight
53.6%
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 |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO S&P500 | 287.74K | SH | $25.29M 12.40% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 51.60K | SH | $15.63M 7.67% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 147.67K | SH | $11.33M 5.55% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 59.61K | SH | $9.76M 4.78% | 0.00 | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 316.79K | SH | $8.66M 4.25% | 0.00 | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | SHARES FREE CASH | 182.52K | SH | $8.35M 4.09% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 151.48K | SH | $8.18M 4.01% | 0.00 | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 287.32K | SH | $7.52M 3.69% | 0.00 | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 268.76K | SH | $7.38M 3.62% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 61.80K | SH | $7.30M 3.58% | 0.00 | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 176.04K | SH | $7.05M 3.45% | 0.00 | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | SHORT TRM BD ETF | 117.43K | SH | $5.94M 2.91% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPON U | 63.11K | SH | $5.59M 2.74% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 103.05K | SH | $5.21M 2.56% | 0.00 | 0.00 | 0.00 |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 99.39K | SH | $5.06M 2.48% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 58.02K | SH | $4.40M 2.16% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 72.16K | SH | $4.35M 2.13% | 0.00 | 0.00 | 0.00 |
LISTED FD TRSOLE | HORIZON KINETICS | 80.19K | SH | $4.00M 1.96% | 0.00 | 0.00 | 0.00 |
FRANKLIN TEMPLETON HOLDINGSSOLE | RESPBLY SRCD GLD | 69.34K | SH | $3.70M 1.81% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS RESPONSI | 46.24K | SH | $3.69M 1.81% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG SHORT | 133.73K | SH | $3.58M 1.75% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 22.06K | SH | $3.56M 1.75% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 64.59K | SH | $3.29M 1.62% | 0.00 | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 40.16K | SH | $2.93M 1.44% | 0.00 | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 24.52K | SH | $2.87M 1.41% | 0.00 | 0.00 | 0.00 |