BOISE, ID
Allocation by class
Portfolio Concentration
Top 3 weight
41.0%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 969.87K
Full voting authority
334.36K
shares
Joint voting authority
0.00
shares
No voting authority
635.51K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETFSOLE | FI ETF | 444.90K | SH | $44.04M 33.84% | 0.00 | 0.00 | 444.90K |
Vanguard S&P 500 ETFSOLE | COM | 7.05K | SH | $4.84M 3.72% | 0.00 | 0.00 | 7.05K |
Vanguard Russell 3000 ETFSOLE | COM | 13.55K | SH | $4.49M 3.45% | 0.00 | 0.00 | 13.55K |
Vanguard Developed Markets ETFSOLE | COM | 48.69K | SH | $3.47M 2.67% | 0.00 | 0.00 | 48.69K |
iShares MBS ETFSOLE | FI ETF | 27.96K | SH | $2.64M 2.03% | 0.00 | 0.00 | 27.96K |
Republic ServicesSOLE | COM | 11.75K | SH | $2.50M 1.92% | 11.75K | 0.00 | 0.00 |
Danaher CorporationSOLE | COM | 12.90K | SH | $2.46M 1.89% | 12.90K | 0.00 | 0.00 |
Quanta Services, Inc.SOLE | COM | 3.15K | SH | $2.27M 1.74% | 3.15K | 0.00 | 0.00 |
United Health GroupSOLE | COM | 5.18K | SH | $2.15M 1.65% | 5.18K | 0.00 | 0.00 |
Vanguard Emerging Markets ETFSOLE | COM | 32.82K | SH | $1.96M 1.51% | 0.00 | 0.00 | 32.82K |
VisaSOLE | COM | 5.70K | SH | $1.96M 1.50% | 5.70K | 0.00 | 0.00 |
Block, Inc.SOLE | COM | 25.48K | SH | $1.94M 1.49% | 25.48K | 0.00 | 0.00 |
Elevance HealthSOLE | COM | 5.01K | SH | $1.94M 1.49% | 5.01K | 0.00 | 0.00 |
Thermo Fisher ScientificSOLE | COM | 3.79K | SH | $1.90M 1.46% | 3.79K | 0.00 | 0.00 |
Stryker CorporationSOLE | COM | 6.01K | SH | $1.89M 1.45% | 6.01K | 0.00 | 0.00 |
Waste Management IncSOLE | COM | 8.20K | SH | $1.83M 1.40% | 8.20K | 0.00 | 0.00 |
Schneider Electric S.E. ADRSOLE | COM | 27.68K | SH | $1.80M 1.39% | 27.68K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 4.69K | SH | $1.75M 1.34% | 4.69K | 0.00 | 0.00 |
The Sherwin-Williams CompanySOLE | COM | 5.07K | SH | $1.75M 1.34% | 5.07K | 0.00 | 0.00 |
MercadoLibre, Inc.SOLE | COM | 1.01K | SH | $1.72M 1.32% | 1.01K | 0.00 | 0.00 |
Air Products and ChemicalsSOLE | COM | 5.66K | SH | $1.66M 1.28% | 5.66K | 0.00 | 0.00 |
EatonSOLE | COM | 3.89K | SH | $1.66M 1.27% | 3.89K | 0.00 | 0.00 |
The Boeing CompanySOLE | COM | 7.66K | SH | $1.66M 1.27% | 7.66K | 0.00 | 0.00 |
ChubbSOLE | COM | 4.81K | SH | $1.64M 1.26% | 4.81K | 0.00 | 0.00 |
Edwards Lifesciences CorporatiSOLE | COM | 18.08K | SH | $1.64M 1.26% | 18.08K | 0.00 | 0.00 |