ANN ARBOR, MI
Allocation by class
Portfolio Concentration
Top 3 weight
12.3%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 7.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 71.97K | SH | $35.80M 5.34% | 0.00 | 0.00 | 71.97K |
Vanguard Sector Index Fds Vanguard Information TecSOLE | INF TECH ETF | 37.09K | SH | $24.60M 3.67% | 0.00 | 0.00 | 37.09K |
Amazon.com IncSOLE | COM | 99.25K | SH | $21.78M 3.25% | 0.00 | 0.00 | 99.25K |
Alphabet Inc. CL ASOLE | CL A | 116.50K | SH | $20.53M 3.06% | 0.00 | 0.00 | 116.50K |
WisdomTree Dynamic Ccy Hdgd Intl Eq ETFSOLE | CURRNCY INT EQ | 441.63K | SH | $17.52M 2.61% | 0.00 | 0.00 | 441.63K |
Berkshire Hathaway IncSOLE | CL B NEW | 30.69K | SH | $14.91M 2.23% | 0.00 | 0.00 | 30.69K |
BlackRock IncSOLE | COM | 12.23K | SH | $12.83M 1.92% | 0.00 | 0.00 | 12.23K |
Vanguard Financials ETFSOLE | FINANCIALS ETF | 100.02K | SH | $12.73M 1.90% | 0.00 | 0.00 | 100.02K |
iShares Currency Hedged MSCI EAFESOLE | HDG MSCI EAFE | 325.52K | SH | $12.36M 1.84% | 0.00 | 0.00 | 325.52K |
SPDR Portfolio S&P 400 Mid Cap ETFSOLE | PORTFOLIO S&P400 | 222.55K | SH | $12.10M 1.81% | 0.00 | 0.00 | 222.55K |
ServiceNow IncSOLE | COM | 11.31K | SH | $11.63M 1.74% | 0.00 | 0.00 | 11.31K |
KLA-Tencor CorpSOLE | COM | 12.68K | SH | $11.36M 1.70% | 0.00 | 0.00 | 12.68K |
SPDR S&P MidCap 400 ETFSOLE | UTSER1 S&PDCRP | 19.85K | SH | $11.25M 1.68% | 0.00 | 0.00 | 19.85K |
Vanguard Health Care ETFSOLE | HEALTH CAR ETF | 44.07K | SH | $10.94M 1.63% | 0.00 | 0.00 | 44.07K |
Salesforce.com IncSOLE | COM | 39.10K | SH | $10.66M 1.59% | 0.00 | 0.00 | 39.10K |
Vanguard Industrials ETFSOLE | INDUSTRIAL ETF | 35.52K | SH | $9.95M 1.48% | 0.00 | 0.00 | 35.52K |
Vanguard Consumer Discretionary ETFSOLE | CONSUM DIS ETF | 27.45K | SH | $9.95M 1.48% | 0.00 | 0.00 | 27.45K |
iShares Core S&P Small-CapSOLE | CORE S&P SCP ETF | 88.65K | SH | $9.69M 1.45% | 0.00 | 0.00 | 88.65K |
JPMorgan Chase & CoSOLE | COM | 32.76K | SH | $9.50M 1.42% | 0.00 | 0.00 | 32.76K |
Vanguard Telecommunication Services ETFSOLE | TELCOMM ETF | 50.31K | SH | $8.60M 1.28% | 0.00 | 0.00 | 50.31K |
Veeva Systems IncSOLE | CL A COM | 29.28K | SH | $8.43M 1.26% | 0.00 | 0.00 | 29.28K |
Emerson Electric CoSOLE | COM | 63.21K | SH | $8.43M 1.26% | 0.00 | 0.00 | 63.21K |
SPDR S&P 600 Small Cap ETFSOLE | PORTFOLIO S&P600 | 188.61K | SH | $8.03M 1.20% | 0.00 | 0.00 | 188.61K |
Monster Beverage CorpSOLE | COM | 124.80K | SH | $7.82M 1.17% | 0.00 | 0.00 | 124.80K |
SPDR S&P 1500 ETFSOLE | PORTFOLI S&P1500 | 102.55K | SH | $7.68M 1.15% | 0.00 | 0.00 | 102.55K |