ENGLEWOOD, CO
Allocation by class
Portfolio Concentration
Top 3 weight
56.8%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Full voting authority
1.69M
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 |
|---|---|---|---|---|---|---|---|
iShares 0-3 Month Treasury Bond ETFSOLE | ETF | 537.07K | SH | $49.99M 39.37% | 537.07K | 0.00 | 0.00 |
Vanguard S&P 500 Index Fund ETFSOLE | ETF | 29.43K | SH | $14.28M 11.25% | 29.43K | 0.00 | 0.00 |
Schwab US Broad Market ETFSOLE | ETF | 124.31K | SH | $7.83M 6.17% | 124.31K | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 135.46K | SH | $5.80M 4.57% | 135.46K | 0.00 | 0.00 |
Vanguard Short-Term Treasury Index Fund ETFSOLE | ETF | 82.33K | SH | $4.41M 3.47% | 82.33K | 0.00 | 0.00 |
SPDR Gold Shares ETFSOLE | ETF | 14.43K | SH | $3.08M 2.42% | 14.43K | 0.00 | 0.00 |
Vanguard Energy Index Fund ETFSOLE | ETF | 23.30K | SH | $2.89M 2.27% | 23.30K | 0.00 | 0.00 |
Vanguard Inter-Term Treasury Bond Index ETFSOLE | ETF | 51.78K | SH | $2.76M 2.17% | 51.78K | 0.00 | 0.00 |
iShares Silver Trust ETFSOLE | ETF | 97.77K | SH | $2.55M 2.01% | 97.77K | 0.00 | 0.00 |
iShares Emerging Markets Dividend ETFSOLE | ETF | 81.73K | SH | $2.15M 1.69% | 81.73K | 0.00 | 0.00 |
iShares Asia/Pacific Dividend ETFSOLE | ETF | 62.94K | SH | $2.14M 1.68% | 62.94K | 0.00 | 0.00 |
iShares Intl Select Dividend ETFSOLE | ETF | 74.27K | SH | $1.99M 1.56% | 74.27K | 0.00 | 0.00 |
Vanguard US Multifactor Fund ETFSOLE | ETF | 12.48K | SH | $1.43M 1.13% | 12.48K | 0.00 | 0.00 |
Microsoft CorpSOLE | Common Stock | 2.84K | SH | $1.26M 0.99% | 2.84K | 0.00 | 0.00 |
ConocoPhillipsSOLE | Common Stock | 10K | SH | $1.13M 0.89% | 10K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Common Stock | 9.55K | SH | $1.08M 0.85% | 9.55K | 0.00 | 0.00 |
abrdn Physical Silver Shares ETFSOLE | ETF | 29.84K | SH | $821.8K 0.65% | 29.84K | 0.00 | 0.00 |
VanEck Vectors Agribusiness ETFSOLE | ETF | 10.83K | SH | $759.4K 0.60% | 10.83K | 0.00 | 0.00 |
Invesco QQQ Trust ETFSOLE | ETF | 1.48K | SH | $710.9K 0.56% | 1.48K | 0.00 | 0.00 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETFSOLE | ETF | 6.50K | SH | $699.0K 0.55% | 6.50K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common Stock | 1.39K | SH | $698.8K 0.55% | 1.39K | 0.00 | 0.00 |
iShares Genomics Immunology & Healthcare ETFSOLE | ETF | 31.31K | SH | $690.6K 0.54% | 31.31K | 0.00 | 0.00 |
EOG Resources IncSOLE | Common Stock | 5.47K | SH | $683.6K 0.54% | 5.47K | 0.00 | 0.00 |
Vanguard Information Technology Index Fund ETFSOLE | ETF | 1.99K | SH | $676.3K 0.53% | 1.99K | 0.00 | 0.00 |
abrdn Physical Gold Shares ETFSOLE | ETF | 30.80K | SH | $657.8K 0.52% | 30.80K | 0.00 | 0.00 |