KALAMAZOO, MI
Allocation by class
Portfolio Concentration
Top 3 weight
39.8%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 9.58M
Full voting authority
7.99M
shares
Joint voting authority
0.00
shares
No voting authority
1.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TrustSOLE | Com | 386.50K | SH | $251.36M 24.73% | 386.50K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Com | 1.26M | SH | $80.73M 7.94% | 1.26M | 0.00 | 0.00 |
iShares Core MSCI Emerging Markets ETFSOLE | Com | 1.04M | SH | $72.38M 7.12% | 1.04M | 0.00 | 0.00 |
FlexShares Mstar Glbl Upstream Nat Res ETFSOLE | Com | 1.21M | SH | $66.57M 6.55% | 1.21M | 0.00 | 0.00 |
iShares MSCI Emerging Markets ETFSOLE | Com | 1.02M | SH | $58.16M 5.72% | 1.02M | 0.00 | 0.00 |
WisdomTree US Quality Dividend Growth FundSOLE | Com | 522.04K | SH | $45.86M 4.51% | 522.04K | 0.00 | 0.00 |
iShares US Real Estate ETFSOLE | Com | 307.25K | SH | $29.05M 2.86% | 307.25K | 0.00 | 0.00 |
iShares Core US Aggregate BondSOLE | Com | 240.10K | SH | $23.83M 2.34% | 240.10K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 93.71K | SH | $16.34M 1.61% | 93.71K | 0.00 | 0.00 |
Vanguard Russell 1000 Growth ETFSOLE | Com | 129.03K | SH | $14.15M 1.39% | 129.03K | 0.00 | 0.00 |
Apple IncSOLE | Com | 52.34K | SH | $13.28M 1.31% | 52.34K | 0.00 | 0.00 |
iShares MSCI Eurozone ETFSOLE | Com | 210.26K | SH | $13.17M 1.30% | 210.26K | 0.00 | 0.00 |
Dimensional US Small Cap ETFSOLE | Com | 183.11K | SH | $13.02M 1.28% | 183.11K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 35.07K | SH | $12.98M 1.28% | 35.07K | 0.00 | 0.00 |
VG Short-Term Inflation Protected Sec ETFSOLE | Com | 217.97K | SH | $10.89M 1.07% | 217.97K | 0.00 | 0.00 |
iShares MSCI USA Quality Factor ETFSOLE | Com | 43.47K | SH | $8.34M 0.82% | 43.47K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 13.50K | SH | $8.06M 0.79% | 13.50K | 0.00 | 0.00 |
iShares National Muni Bond ETFSOLE | Com | 74.31K | SH | $7.89M 0.78% | 74.31K | 0.00 | 0.00 |
Amazon.com IncSOLE | Com | 36.15K | SH | $7.53M 0.74% | 36.15K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | Com | 22.16K | SH | $6.37M 0.63% | 22.16K | 0.00 | 0.00 |
iShares TIPS Bond ETFSOLE | Com | 55.85K | SH | $6.16M 0.61% | 55.85K | 0.00 | 0.00 |
JPMorgan Chase & CompanySOLE | Com | 20.21K | SH | $5.94M 0.58% | 20.21K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | Com | 20K | SH | $5.74M 0.56% | 20K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 18.46K | SH | $5.71M 0.56% | 18.46K | 0.00 | 0.00 |
Mastercard IncSOLE | Com | 11.38K | SH | $5.69M 0.56% | 11.38K | 0.00 | 0.00 |