WILLIAMSTON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
18.4%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
2.24M
shares
Joint voting authority
0.00
shares
No voting authority
6.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 67.68K | SH | $14.56M 7.51% | 67.68K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 154.30K | SH | $10.61M 5.48% | 154.30K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 71.18K | SH | $10.54M 5.44% | 71.18K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.66K | SH | $9.42M 4.86% | 19.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.38K | SH | $9.10M 4.70% | 28.37K | 0.00 | 2.00 |
AMAZON COM INCSOLE | COM | 37.36K | SH | $7.78M 4.02% | 37.36K | 0.00 | 0.00 |
PITNEY BOWES INCSOLE | COM | 698.16K | SH | $7.71M 3.98% | 698.16K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 3.73K | SH | $7.13M 3.68% | 3.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 24.24K | SH | $6.97M 3.60% | 24.24K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 8.34K | SH | $6.45M 3.33% | 8.34K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 82.27K | SH | $6.35M 3.28% | 82.27K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 18.05K | SH | $6.10M 3.15% | 18.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 10.02K | SH | $5.73M 2.96% | 10.02K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 18.73K | SH | $5.48M 2.83% | 18.73K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 50.15K | SH | $4.83M 2.49% | 50.15K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 23.65K | SH | $4.54M 2.34% | 23.65K | 0.00 | 0.00 |
PIMCO CORPORATE & INCOME OPPSOLE | COM | 365.64K | SH | $4.41M 2.28% | 365.64K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 20.90K | SH | $4.14M 2.14% | 20.90K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 51.07K | SH | $3.78M 1.95% | 51.07K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 1.75K | SH | $3.30M 1.70% | 1.75K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.89K | SH | $3.29M 1.70% | 10.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.85K | SH | $2.91M 1.50% | 7.85K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 13.42K | SH | $2.78M 1.43% | 13.42K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 36.88K | SH | $2.77M 1.43% | 36.88K | 0.00 | 4.00 |
CISCO SYS INCSOLE | COM | 35.27K | SH | $2.74M 1.41% | 35.27K | 0.00 | 0.00 |