DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 6.34M
Full voting authority
6.34M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 570K | SH | $45.05M 8.51% | 570K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 817.81K | SH | $40.71M 7.69% | 817.81K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 229.90K | SH | $36.33M 6.86% | 229.90K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 145.75K | SH | $34.49M 6.51% | 145.75K | 0.00 | 0.00 |
CAPITAL GROUP CONSERVATIVE ESOLE | SHS | 951.60K | SH | $31.23M 5.90% | 951.60K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 610.43K | SH | $30.08M 5.68% | 610.43K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 356.35K | SH | $25.39M 4.79% | 356.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 45.99K | SH | $17.02M 3.21% | 45.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 468.76K | SH | $14.86M 2.81% | 468.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 41.28K | SH | $12.34M 2.33% | 41.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 35.78K | SH | $10.85M 2.05% | 35.78K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 185.10K | SH | $10.55M 1.99% | 185.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.96K | SH | $10.28M 1.94% | 14.96K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 14.78K | SH | $9.37M 1.77% | 14.78K | 0.00 | 0.00 |
US BANCORPSOLE | COM NEW | 136.72K | SH | $8.26M 1.56% | 136.72K | 0.00 | 0.00 |
PRINCIPAL FINANCIAL GROUP INSOLE | COM | 72.85K | SH | $7.85M 1.48% | 72.85K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 91.61K | SH | $7.57M 1.43% | 91.61K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 82.38K | SH | $7.29M 1.38% | 82.38K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 26.01K | SH | $6.61M 1.25% | 26.01K | 0.00 | 0.00 |
3M COSOLE | COM | 38.70K | SH | $6.27M 1.18% | 38.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 16.48K | SH | $6.15M 1.16% | 16.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 64.17K | SH | $5.53M 1.04% | 64.17K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 7.75K | SH | $5.52M 1.04% | 7.75K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 9.83K | SH | $5.13M 0.97% | 9.83K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.82K | SH | $4.87M 0.92% | 4.82K | 0.00 | 0.00 |