MINNEAPOLIS, MN
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 3.22M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.22M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 145.11K | SH | $21.49M 6.00% | 0.00 | 0.00 | 145.11K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.94K | SH | $19.49M 5.44% | 0.00 | 0.00 | 27.94K |
MEDTRONIC PLCSOLE | SHS | 218.91K | SH | $18.97M 5.30% | 0.00 | 0.00 | 218.91K |
APPLE INCSOLE | COM | 65.53K | SH | $16.63M 4.64% | 0.00 | 0.00 | 65.53K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 137.70K | SH | $12.98M 3.62% | 0.00 | 0.00 | 137.70K |
MICROSOFT CORPSOLE | COM | 33.43K | SH | $12.37M 3.45% | 0.00 | 0.00 | 33.43K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 33.20K | SH | $11.22M 3.13% | 0.00 | 0.00 | 33.20K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 98.95K | SH | $11.19M 3.12% | 0.00 | 0.00 | 98.95K |
ISHARES TRSOLE | CORE HIGH DV ETF | 74.83K | SH | $10.16M 2.84% | 0.00 | 0.00 | 74.83K |
BROADCOM INCSOLE | COM | 32.40K | SH | $10.03M 2.80% | 0.00 | 0.00 | 32.40K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.93K | SH | $9.88M 2.76% | 0.00 | 0.00 | 45.93K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 110.43K | SH | $9.77M 2.73% | 0.00 | 0.00 | 110.43K |
BOSTON SCIENTIFIC CORPSOLE | COM | 134.57K | SH | $8.44M 2.36% | 0.00 | 0.00 | 134.57K |
ALPHABET INCSOLE | CAP STK CL C | 27.59K | SH | $7.92M 2.21% | 0.00 | 0.00 | 27.59K |
NVIDIA CORPORATIONSOLE | COM | 45.08K | SH | $7.86M 2.19% | 0.00 | 0.00 | 45.08K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 135.68K | SH | $7.10M 1.98% | 0.00 | 0.00 | 135.68K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 29.12K | SH | $6.06M 1.69% | 0.00 | 0.00 | 29.12K |
ISHARES TRSOLE | CORE DIV GRWTH | 75.18K | SH | $5.28M 1.47% | 0.00 | 0.00 | 75.18K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.68K | SH | $5.02M 1.40% | 0.00 | 0.00 | 7.68K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.18K | SH | $4.67M 1.30% | 0.00 | 0.00 | 7.18K |
AMAZON COM INCSOLE | COM | 22.09K | SH | $4.60M 1.28% | 0.00 | 0.00 | 22.09K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 14.58K | SH | $3.27M 0.91% | 0.00 | 0.00 | 14.58K |
TESLA INCSOLE | COM | 8.63K | SH | $3.21M 0.90% | 0.00 | 0.00 | 8.63K |
JPMORGAN CHASE & COSOLE | COM | 10.64K | SH | $3.13M 0.87% | 0.00 | 0.00 | 10.64K |
ABBVIE INCSOLE | COM | 13.22K | SH | $2.87M 0.80% | 0.00 | 0.00 | 13.22K |