SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
45.1%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 9.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 162.64K | SH | $113.48M 15.88% | 0.00 | 0.00 | 162.64K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 180.66K | SH | $107.96M 15.10% | 0.00 | 0.00 | 180.66K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 448.97K | SH | $100.83M 14.11% | 0.00 | 0.00 | 448.97K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 3.87M | SH | $97.12M 13.59% | 0.00 | 0.00 | 3.87M |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 142.34K | SH | $44.44M 6.22% | 0.00 | 0.00 | 142.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 103.91K | SH | $33.33M 4.66% | 0.00 | 0.00 | 103.91K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 117.03K | SH | $25.17M 3.52% | 0.00 | 0.00 | 117.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 240.02K | SH | $18.98M 2.65% | 0.00 | 0.00 | 240.02K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 211.09K | SH | $18.67M 2.61% | 0.00 | 0.00 | 211.09K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 325.95K | SH | $17.06M 2.39% | 0.00 | 0.00 | 325.95K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 581.95K | SH | $16.95M 2.37% | 0.00 | 0.00 | 581.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.44K | SH | $12.67M 1.77% | 0.00 | 0.00 | 26.44K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 293.52K | SH | $8.54M 1.19% | 0.00 | 0.00 | 293.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 37.43K | SH | $7.70M 1.08% | 0.00 | 0.00 | 37.43K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 287.91K | SH | $6.69M 0.94% | 0.00 | 0.00 | 287.91K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 178.98K | SH | $5.49M 0.77% | 0.00 | 0.00 | 178.98K |
SCHWAB STRATEGIC TRSOLE | 1 5YR CORP BD | 215.75K | SH | $5.33M 0.75% | 0.00 | 0.00 | 215.75K |
APPLE INCSOLE | COM | 15.65K | SH | $3.97M 0.56% | 0.00 | 0.00 | 15.65K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.03K | SH | $3.51M 0.49% | 0.00 | 0.00 | 8.03K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.57K | SH | $3.22M 0.45% | 0.00 | 0.00 | 5.57K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 102.40K | SH | $3.17M 0.44% | 0.00 | 0.00 | 102.40K |
ANNALY CAPITAL MANAGEMENT INSOLE | COM NEW | 146.53K | SH | $3.10M 0.43% | 0.00 | 0.00 | 146.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 67.77K | SH | $2.64M 0.37% | 0.00 | 0.00 | 67.77K |
BLACKROCK MUNIHOLDINGS FD INSOLE | COM | 225.02K | SH | $2.54M 0.36% | 0.00 | 0.00 | 225.02K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 98K | SH | $2.51M 0.35% | 0.00 | 0.00 | 98K |