COEUR D ALENE, ID
Allocation by class
Portfolio Concentration
Top 3 weight
36.5%
Top 10 weight
72.9%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 323.48K | SH | $23.82M 14.81% | 0.00 | 0.00 | 323.48K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 275.15K | SH | $20.65M 12.84% | 0.00 | 0.00 | 275.15K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 32.42K | SH | $14.16M 8.80% | 0.00 | 0.00 | 32.42K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 63.43K | SH | $12.43M 7.73% | 0.00 | 0.00 | 63.43K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.72K | SH | $10.59M 6.58% | 0.00 | 0.00 | 17.72K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 170.82K | SH | $10.16M 6.32% | 0.00 | 0.00 | 170.82K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 32.80K | SH | $8.59M 5.34% | 0.00 | 0.00 | 32.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.48K | SH | $5.93M 3.69% | 0.00 | 0.00 | 18.48K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 116.35K | SH | $5.59M 3.48% | 0.00 | 0.00 | 116.35K |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 78.11K | SH | $5.34M 3.32% | 0.00 | 0.00 | 78.11K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 18.40K | SH | $5.28M 3.29% | 0.00 | 0.00 | 18.40K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 72.21K | SH | $4.93M 3.07% | 0.00 | 0.00 | 72.21K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 109.36K | SH | $3.69M 2.29% | 0.00 | 0.00 | 109.36K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 37.34K | SH | $2.96M 1.84% | 0.00 | 0.00 | 37.34K |
ISHARES GOLD TRSOLE | ISHARES NEW | 33.02K | SH | $2.91M 1.81% | 0.00 | 0.00 | 33.02K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.95K | SH | $2.87M 1.78% | 0.00 | 0.00 | 13.95K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 23.57K | SH | $2.09M 1.30% | 0.00 | 0.00 | 23.57K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 22.97K | SH | $1.77M 1.10% | 0.00 | 0.00 | 22.97K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 61.35K | SH | $1.72M 1.07% | 0.00 | 0.00 | 61.35K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 19.33K | SH | $1.71M 1.07% | 0.00 | 0.00 | 19.33K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.94K | SH | $1.65M 1.03% | 0.00 | 0.00 | 11.94K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 31.91K | SH | $1.61M 1.00% | 0.00 | 0.00 | 31.91K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 24.77K | SH | $1.45M 0.90% | 0.00 | 0.00 | 24.77K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 32.60K | SH | $1.01M 0.63% | 0.00 | 0.00 | 32.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.93K | SH | $818.5K 0.51% | 0.00 | 0.00 | 8.93K |