BRIGHTON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
13.1%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 17.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | CORE S&P TTL STK | 515.98K | SH | $66.36M 5.20% | 0.00 | 0.00 | 515.98K |
VANGUARD SCOTTSDALE FDSDFND | MTG-BKD SECS ETF | 1.12M | SH | $50.79M 3.98% | 0.00 | 0.00 | 1.12M |
GOLDMAN SACHS ETF TRDFND | ACCESS INVT GR | 1.10M | SH | $49.53M 3.88% | 0.00 | 0.00 | 1.10M |
APPLE INCDFND | COM | 193.40K | SH | $48.43M 3.79% | 0.00 | 0.00 | 193.40K |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 602.97K | SH | $34.97M 2.74% | 0.00 | 0.00 | 602.97K |
SPDR SER TRDFND | PRTFLO S&P500 GW | 396.69K | SH | $34.87M 2.73% | 0.00 | 0.00 | 396.69K |
GOLDMAN SACHS ETF TRDFND | ACTIVEBETA INT | 1.02M | SH | $33.86M 2.65% | 0.00 | 0.00 | 1.02M |
SPDR SER TRDFND | PORTFOLIO S&P500 | 425.37K | SH | $29.32M 2.30% | 0.00 | 0.00 | 425.37K |
NVIDIA CORPORATIONDFND | COM | 186.59K | SH | $25.06M 1.96% | 0.00 | 0.00 | 186.59K |
AMERICAN CENTY ETF TRDFND | INTL EQT ETF | 387.86K | SH | $23.80M 1.86% | 0.00 | 0.00 | 387.86K |
MICROSOFT CORPDFND | COM | 55.03K | SH | $23.20M 1.82% | 0.00 | 0.00 | 55.03K |
ISHARES TRDFND | MSCI USA MIN VOL | 249.58K | SH | $22.16M 1.73% | 0.00 | 0.00 | 249.58K |
ISHARES TRDFND | CORE S&P SCP ETF | 185.65K | SH | $21.39M 1.67% | 0.00 | 0.00 | 185.65K |
ANGEL OAK FUNDS TRUSTDFND | INCOME ETF | 1.03M | SH | $21.23M 1.66% | 0.00 | 0.00 | 1.03M |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 266.97K | SH | $20.83M 1.63% | 0.00 | 0.00 | 266.97K |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 143.21K | SH | $18.27M 1.43% | 0.00 | 0.00 | 143.21K |
META PLATFORMS INCDFND | CL A | 30.05K | SH | $17.60M 1.38% | 0.00 | 0.00 | 30.05K |
JOHN HANCOCK EXCHANGE TRADEDDFND | MULTIFACTOR MI | 294.59K | SH | $17.60M 1.38% | 0.00 | 0.00 | 294.59K |
BONDBLOXX ETF TRUSTDFND | BLOOMBERG ONE YR | 322.98K | SH | $16.00M 1.25% | 0.00 | 0.00 | 322.98K |
INVESCO EXCH TRADED FD TR IIDFND | NASDAQ 100 ETF | 75.22K | SH | $15.83M 1.24% | 0.00 | 0.00 | 75.22K |
AMERICAN CENTY ETF TRDFND | AVANTIS EMGMKT | 258.18K | SH | $15.18M 1.19% | 0.00 | 0.00 | 258.18K |
SPDR SER TRDFND | PRTFLO S&P500 VL | 279.40K | SH | $14.29M 1.12% | 0.00 | 0.00 | 279.40K |
AMAZON COM INCDFND | COM | 59.83K | SH | $13.13M 1.03% | 0.00 | 0.00 | 59.83K |
SPDR GOLD TRSOLE | GOLD SHS | 54.02K | SH | $13.08M 1.02% | 0.00 | 0.00 | 54.02K |
JPMORGAN CHASE & CO.DFND | COM | 49.32K | SH | $11.82M 0.93% | 0.00 | 0.00 | 49.32K |