KALAMAZOO, MI
Allocation by class
Portfolio Concentration
Top 3 weight
34.9%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 3.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STRYKER CORPORATIONSOLE | COM | 243.18K | SH | $79.91M 20.47% | 0.00 | 0.00 | 243.18K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 443.14K | SH | $31.42M 8.05% | 0.00 | 0.00 | 443.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.48K | SH | $24.79M 6.35% | 0.00 | 0.00 | 41.48K |
ISHARES TRSOLE | CORE S&P SCP ETF | 145.84K | SH | $18.13M 4.65% | 0.00 | 0.00 | 145.84K |
APPLE INCSOLE | COM | 60.55K | SH | $15.37M 3.94% | 0.00 | 0.00 | 60.55K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 192.11K | SH | $14.81M 3.80% | 0.00 | 0.00 | 192.11K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 54.73K | SH | $11.77M 3.02% | 0.00 | 0.00 | 54.73K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 58.08K | SH | $11.40M 2.92% | 0.00 | 0.00 | 58.08K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 25.25K | SH | $11.03M 2.83% | 0.00 | 0.00 | 25.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 33.38K | SH | $10.71M 2.74% | 0.00 | 0.00 | 33.38K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.22K | SH | $9.36M 2.40% | 0.00 | 0.00 | 16.22K |
MICROSOFT CORPSOLE | COM | 18.20K | SH | $6.74M 1.73% | 0.00 | 0.00 | 18.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 161.86K | SH | $6.31M 1.62% | 0.00 | 0.00 | 161.86K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 134.10K | SH | $5.39M 1.38% | 0.00 | 0.00 | 134.10K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.90K | SH | $4.43M 1.13% | 0.00 | 0.00 | 16.90K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 120.95K | SH | $4.16M 1.07% | 0.00 | 0.00 | 120.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 70.33K | SH | $4.12M 1.05% | 0.00 | 0.00 | 70.33K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.91K | SH | $3.85M 0.99% | 0.00 | 0.00 | 5.91K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 45.79K | SH | $3.63M 0.93% | 0.00 | 0.00 | 45.79K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 105.15K | SH | $3.23M 0.83% | 0.00 | 0.00 | 105.15K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 63.97K | SH | $3.18M 0.82% | 0.00 | 0.00 | 63.97K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.94K | SH | $3.14M 0.80% | 0.00 | 0.00 | 10.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.71K | SH | $3.07M 0.79% | 0.00 | 0.00 | 4.71K |
WALMART INCSOLE | COM | 23.57K | SH | $2.93M 0.75% | 0.00 | 0.00 | 23.57K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.27K | SH | $2.73M 0.70% | 0.00 | 0.00 | 13.27K |