MINNEAPOLIS, MN
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 3.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 223.58K | SH | $26.72M 6.50% | 0.00 | 0.00 | 223.58K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 147K | SH | $23.23M 5.65% | 0.00 | 0.00 | 147K |
APPLE INCSOLE | COM | 64.61K | SH | $18.70M 4.55% | 0.00 | 0.00 | 64.61K |
MEDTRONIC PLCSOLE | SHS | 212.22K | SH | $16.60M 4.04% | 0.00 | 0.00 | 212.22K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 32.45K | SH | $15.50M 3.77% | 0.00 | 0.00 | 32.45K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 143.60K | SH | $14.10M 3.43% | 0.00 | 0.00 | 143.60K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 100.58K | SH | $13.83M 3.37% | 0.00 | 0.00 | 100.58K |
MICROSOFT CORPSOLE | COM | 35.15K | SH | $13.11M 3.19% | 0.00 | 0.00 | 35.15K |
BROADCOM INCSOLE | COM | 30.50K | SH | $11.52M 2.80% | 0.00 | 0.00 | 30.50K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.83K | SH | $10.61M 2.58% | 0.00 | 0.00 | 44.83K |
ISHARES TRSOLE | CORE HIGH DV ETF | 374.19K | SH | $10.26M 2.50% | 0.00 | 0.00 | 374.19K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 109.72K | SH | $10.25M 2.49% | 0.00 | 0.00 | 109.72K |
ALPHABET INCSOLE | CAP STK CL C | 28.62K | SH | $10.11M 2.46% | 0.00 | 0.00 | 28.62K |
NVIDIA CORPORATIONSOLE | COM | 44.61K | SH | $8.93M 2.17% | 0.00 | 0.00 | 44.61K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 29.20K | SH | $8.34M 2.03% | 0.00 | 0.00 | 29.20K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 139.63K | SH | $7.34M 1.79% | 0.00 | 0.00 | 139.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.15K | SH | $6.10M 1.49% | 0.00 | 0.00 | 8.15K |
BOSTON SCIENTIFIC CORPSOLE | COM | 139.70K | SH | $5.96M 1.45% | 0.00 | 0.00 | 139.70K |
AMAZON COM INCSOLE | COM | 24.04K | SH | $5.73M 1.39% | 0.00 | 0.00 | 24.04K |
ISHARES TRSOLE | CORE DIV GRWTH | 73.75K | SH | $5.59M 1.36% | 0.00 | 0.00 | 73.75K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.24K | SH | $5.41M 1.32% | 0.00 | 0.00 | 7.24K |
MICRON TECHNOLOGY INCSOLE | COM | 3.64K | SH | $4.20M 1.02% | 0.00 | 0.00 | 3.64K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 90.79K | SH | $3.84M 0.94% | 0.00 | 0.00 | 90.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.54K | SH | $3.80M 0.93% | 0.00 | 0.00 | 5.54K |
TESLA INCSOLE | COM | 8.88K | SH | $3.73M 0.91% | 0.00 | 0.00 | 8.88K |