ZEELAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 5.13M
Full voting authority
5.13M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 233.52K | SH | $17.87M 5.63% | 233.52K | 0.00 | 0.00 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 200.70K | SH | $11.68M 3.68% | 200.70K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 48.85K | SH | $10.31M 3.25% | 48.85K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 82.89K | SH | $9.38M 2.95% | 82.89K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 13.66K | SH | $8.92M 2.81% | 13.66K | 0.00 | 0.00 |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 84.12K | SH | $6.25M 1.97% | 84.12K | 0.00 | 0.00 |
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETFSOLE | ETF | 177.79K | SH | $5.72M 1.80% | 177.79K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 26.03K | SH | $4.99M 1.57% | 26.03K | 0.00 | 0.00 |
ISHARES U.S. THEMATIC ROTATION ACTIVE ETFSOLE | ETF | 137.20K | SH | $4.97M 1.57% | 137.20K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 71.14K | SH | $4.87M 1.53% | 71.14K | 0.00 | 0.00 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETFSOLE | ETF | 139.80K | SH | $4.61M 1.45% | 139.80K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | Stock | 56.25K | SH | $4.28M 1.35% | 56.25K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 32.04K | SH | $3.98M 1.25% | 32.04K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | Stock | 5.62K | SH | $3.98M 1.25% | 5.62K | 0.00 | 0.00 |
ISHARES LARGE CAP CORE ACTIVE ETFSOLE | ETF | 90.82K | SH | $3.73M 1.18% | 90.82K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 17.78K | SH | $3.68M 1.16% | 17.78K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 30.93K | SH | $3.47M 1.09% | 30.93K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 13.31K | SH | $3.25M 1.03% | 13.31K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 39.68K | SH | $3.20M 1.01% | 39.68K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 44.93K | SH | $3.13M 0.99% | 44.93K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 21.29K | SH | $3.07M 0.97% | 21.29K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 8.12K | SH | $3.00M 0.95% | 8.12K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 26.76K | SH | $2.84M 0.90% | 26.76K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 13.10K | SH | $2.73M 0.86% | 13.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 9.27K | SH | $2.73M 0.86% | 9.27K | 0.00 | 0.00 |