ZEELAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 3.86M
Full voting authority
3.86M
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 | 359.94K | SH | $31.63M 8.79% | 359.94K | 0.00 | 0.00 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 210.01K | SH | $14.28M 3.97% | 210.01K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 88.80K | SH | $12.21M 3.40% | 88.80K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 14.69K | SH | $11.00M 3.06% | 14.69K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 48.16K | SH | $10.94M 3.04% | 48.16K | 0.00 | 0.00 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETFSOLE | ETF | 131.51K | SH | $6.93M 1.93% | 131.51K | 0.00 | 0.00 |
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETFSOLE | ETF | 189.07K | SH | $6.92M 1.92% | 189.07K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 86.10K | SH | $6.55M 1.82% | 86.10K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | Stock | 5.42K | SH | $5.78M 1.61% | 5.42K | 0.00 | 0.00 |
ISHARES LARGE CAP CORE ACTIVE ETFSOLE | ETF | 97.27K | SH | $4.90M 1.36% | 97.27K | 0.00 | 0.00 |
ISHARES U.S. THEMATIC ROTATION ACTIVE ETFSOLE | ETF | 108.32K | SH | $4.67M 1.30% | 108.32K | 0.00 | 0.00 |
COCA COLA CO COMSOLE | Stock | 55.09K | SH | $4.48M 1.24% | 55.09K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 25.18K | SH | $4.07M 1.13% | 25.18K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 48.33K | SH | $4.00M 1.11% | 48.33K | 0.00 | 0.00 |
ISHARES CORE TOTAL USD BOND MARKET ETFSOLE | ETF | 85.22K | SH | $3.93M 1.09% | 85.22K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 31.80K | SH | $3.60M 1.00% | 31.80K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | Stock | 2.85K | SH | $3.29M 0.92% | 2.85K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 3.19K | SH | $3.22M 0.90% | 3.19K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 12.62K | SH | $3.21M 0.89% | 12.62K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 9.78K | SH | $3.20M 0.89% | 9.78K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 29.48K | SH | $3.17M 0.88% | 29.48K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 8.44K | SH | $3.15M 0.88% | 8.44K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 21.37K | SH | $3.13M 0.87% | 21.37K | 0.00 | 0.00 |
GLOBAL X DEFENSE TECH ETFSOLE | ETF | 51.83K | SH | $3.09M 0.86% | 51.83K | 0.00 | 0.00 |
CHEVRON CORPORATION COMSOLE | Stock | 18.38K | SH | $3.05M 0.85% | 18.38K | 0.00 | 0.00 |