ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
40.9%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 350K | SH | $31.54M 16.56% | 0.00 | 0.00 | 350K |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 132.98K | SH | $28.73M 15.09% | 0.00 | 0.00 | 132.98K |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP VA | 89.84K | SH | $17.57M 9.23% | 0.00 | 0.00 | 89.84K |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP GR | 54.98K | SH | $16.06M 8.43% | 0.00 | 0.00 | 54.98K |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 50.91K | SH | $11.76M 6.18% | 0.00 | 0.00 | 50.91K |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 23.98K | SH | $8.10M 4.25% | 0.00 | 0.00 | 23.98K |
ISHARES TRSOLE | S&P SML 600 GWT | 48.60K | SH | $7.79M 4.09% | 0.00 | 0.00 | 48.60K |
ISHARES TRSOLE | CORE MSCI EAFE | 67.02K | SH | $6.49M 3.41% | 0.00 | 0.00 | 67.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.13K | SH | $5.27M 2.77% | 0.00 | 0.00 | 7.13K |
ISHARES TRSOLE | SP SMCP600VL ETF | 39.30K | SH | $5.03M 2.64% | 0.00 | 0.00 | 39.30K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 9.14K | SH | $3.42M 1.80% | 0.00 | 0.00 | 9.14K |
ISHARES TRSOLE | EAFE GRWTH ETF | 21.28K | SH | $2.55M 1.34% | 0.00 | 0.00 | 21.28K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 28.44K | SH | $2.55M 1.34% | 0.00 | 0.00 | 28.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 30.20K | SH | $2.45M 1.29% | 0.00 | 0.00 | 30.20K |
ISHARES TRSOLE | EAFE VALUE ETF | 30.11K | SH | $2.38M 1.25% | 0.00 | 0.00 | 30.11K |
ISHARES TRSOLE | CORE S&P TTL STK | 10.57K | SH | $1.76M 0.92% | 0.00 | 0.00 | 10.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.52K | SH | $1.76M 0.92% | 0.00 | 0.00 | 3.52K |
ABBVIE INCSOLE | COM | 5.76K | SH | $1.51M 0.79% | 0.00 | 0.00 | 5.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.49M 0.78% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.58K | SH | $1.36M 0.72% | 0.00 | 0.00 | 9.58K |
APPLE INCSOLE | COM | 4.05K | SH | $1.35M 0.71% | 0.00 | 0.00 | 4.05K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 44.63K | SH | $1.34M 0.70% | 0.00 | 0.00 | 44.63K |
VANGUARD INDEX FDSSOLE | MRNGSTR MID CAP | 16.12K | SH | $1.26M 0.66% | 0.00 | 0.00 | 16.12K |
AMERICAN EXPRESS COSOLE | COM | 3.68K | SH | $1.12M 0.59% | 0.00 | 0.00 | 3.68K |
COHEN & STEERS ETF TRUSTSOLE | REAL EST ACT ETF | 40.18K | SH | $1.07M 0.56% | 0.00 | 0.00 | 40.18K |