ST LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
15.4%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 4.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 80.60K | SH | $25.86M 5.77% | 0.00 | 0.00 | 80.60K |
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFSOLE | ETF | 942.29K | SH | $22.89M 5.10% | 0.00 | 0.00 | 942.28K |
ISHARES MSCI EAFE ETFSOLE | ETF | 210.20K | SH | $20.42M 4.55% | 0.00 | 0.00 | 210.20K |
ISHARES CORE U.S. REIT ETFSOLE | ETF | 326.79K | SH | $19.34M 4.31% | 0.00 | 0.00 | 326.79K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 29.63K | SH | $19.27M 4.30% | 0.00 | 0.00 | 29.63K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 198.60K | SH | $18.95M 4.23% | 0.00 | 0.00 | 198.60K |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 102.61K | SH | $10.19M 2.27% | 0.00 | 0.00 | 102.61K |
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFSOLE | ETF | 105.09K | SH | $9.62M 2.14% | 0.00 | 0.00 | 105.09K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 187.64K | SH | $9.37M 2.09% | 0.00 | 0.00 | 187.64K |
EXXON MOBIL CORP COMSOLE | Stock | 53.65K | SH | $9.10M 2.03% | 0.00 | 0.00 | 53.65K |
CHEVRON CORPORATION COMSOLE | Stock | 43.72K | SH | $9.05M 2.02% | 0.00 | 0.00 | 43.72K |
WALMART INC COMSOLE | Stock | 71.87K | SH | $8.93M 1.99% | 0.00 | 0.00 | 71.87K |
NEXTERA ENERGY INC COMSOLE | Stock | 87.29K | SH | $8.11M 1.81% | 0.00 | 0.00 | 87.29K |
JOHNSON & JOHNSON COMSOLE | Stock | 32.89K | SH | $8.04M 1.79% | 0.00 | 0.00 | 32.89K |
CATERPILLAR INC COMSOLE | Stock | 10.81K | SH | $7.66M 1.71% | 0.00 | 0.00 | 10.81K |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 71.69K | SH | $7.60M 1.69% | 0.00 | 0.00 | 71.69K |
COCA COLA CO COMSOLE | Stock | 98.09K | SH | $7.46M 1.66% | 0.00 | 0.00 | 98.09K |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 30.48K | SH | $7.39M 1.65% | 0.00 | 0.00 | 30.48K |
ABBVIE INC COMSOLE | Stock | 33.76K | SH | $7.34M 1.64% | 0.00 | 0.00 | 33.76K |
VANGUARD RUSSELL 2000 ETFSOLE | ETF | 73.02K | SH | $7.31M 1.63% | 0.00 | 0.00 | 73.02K |
GENERAL DYNAMICS CORP COMSOLE | Stock | 21.09K | SH | $7.24M 1.61% | 0.00 | 0.00 | 21.09K |
PEPSICO INC COMSOLE | Stock | 46.34K | SH | $7.20M 1.60% | 0.00 | 0.00 | 46.34K |
MCDONALDS CORP COMSOLE | Stock | 22.73K | SH | $7.06M 1.58% | 0.00 | 0.00 | 22.73K |
LOWES COS INC COMSOLE | Stock | 28.47K | SH | $6.73M 1.50% | 0.00 | 0.00 | 28.46K |
PROCTER & GAMBLE CO COMSOLE | Stock | 46.28K | SH | $6.69M 1.49% | 0.00 | 0.00 | 46.28K |