SOUTHFIELD, MI
Allocation by class
Portfolio Concentration
Top 3 weight
13.9%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 40.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
40.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 481.24K | SH | $178.08M 5.25% | 0.00 | 0.00 | 481.24K |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 1.49M | SH | $177.24M 5.23% | 0.00 | 0.00 | 1.49M |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSOLE | ETF | 613.99K | SH | $116.98M 3.45% | 0.00 | 0.00 | 613.99K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 1.40M | SH | $102.54M 3.02% | 0.00 | 0.00 | 1.40M |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 465.26K | SH | $98.99M 2.92% | 0.00 | 0.00 | 465.26K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 106.41K | SH | $78.36M 2.31% | 0.00 | 0.00 | 106.41K |
VANGUARD S&P 500 ETFSOLE | ETF | 110.38K | SH | $75.81M 2.24% | 0.00 | 0.00 | 110.38K |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 1.66M | SH | $59.86M 1.77% | 0.00 | 0.00 | 1.66M |
APPLE INC COMSOLE | Stock | 190.17K | SH | $55.03M 1.62% | 0.00 | 0.00 | 190.17K |
GOLDMAN SACHS MARKETBETA U.S. EQUITY ETFSOLE | ETF | 519.85K | SH | $53.60M 1.58% | 0.00 | 0.00 | 519.85K |
VANGUARD VALUE ETFSOLE | ETF | 234.03K | SH | $51.00M 1.50% | 0.00 | 0.00 | 234.03K |
NVIDIA CORPORATION COMSOLE | Stock | 243.10K | SH | $48.64M 1.43% | 0.00 | 0.00 | 243.10K |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 715.81K | SH | $43.51M 1.28% | 0.00 | 0.00 | 715.81K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 56.09K | SH | $42.00M 1.24% | 0.00 | 0.00 | 56.09K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 43.86K | SH | $32.75M 0.97% | 0.00 | 0.00 | 43.86K |
AMAZON COM INC COMSOLE | Stock | 118.09K | SH | $28.15M 0.83% | 0.00 | 0.00 | 118.09K |
VANGUARD GROWTH ETFSOLE | ETF | 288.21K | SH | $24.83M 0.73% | 0.00 | 0.00 | 288.21K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 104.71K | SH | $23.77M 0.70% | 0.00 | 0.00 | 104.71K |
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFSOLE | ETF | 503.94K | SH | $23.03M 0.68% | 0.00 | 0.00 | 503.94K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 176.93K | SH | $22.66M 0.67% | 0.00 | 0.00 | 176.93K |
SPDR GOLD SHARESSOLE | ETF | 60.24K | SH | $22.19M 0.65% | 0.00 | 0.00 | 60.24K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 296.08K | SH | $21.10M 0.62% | 0.00 | 0.00 | 296.08K |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 223.22K | SH | $20.46M 0.60% | 0.00 | 0.00 | 223.22K |
VANGUARD MID-CAP ETFSOLE | ETF | 253.78K | SH | $20.45M 0.60% | 0.00 | 0.00 | 253.78K |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 226.19K | SH | $19.88M 0.59% | 0.00 | 0.00 | 226.19K |