JENISON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
19.4%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 1.37M
Full voting authority
1.37M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.86K | SH | $8.88M 7.93% | 14.86K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 82.38K | SH | $6.82M 6.09% | 82.38K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 94.58K | SH | $6.06M 5.41% | 94.58K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 74.52K | SH | $5.75M 5.13% | 74.52K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.71K | SH | $5.60M 5.00% | 9.71K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 68.54K | SH | $5.05M 4.51% | 68.54K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 83.45K | SH | $4.51M 4.03% | 83.45K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 34.40K | SH | $3.15M 2.81% | 34.40K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 15.79K | SH | $3.03M 2.71% | 15.79K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 29.99K | SH | $2.87M 2.56% | 29.99K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 13.31K | SH | $2.86M 2.55% | 13.31K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 43.67K | SH | $2.68M 2.39% | 43.67K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 51.31K | SH | $2.53M 2.26% | 51.31K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 18.71K | SH | $2.49M 2.22% | 18.71K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 80.59K | SH | $2.44M 2.18% | 80.59K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 15.08K | SH | $2.44M 2.18% | 15.08K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 51.82K | SH | $2.43M 2.17% | 51.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.59K | SH | $2.34M 2.09% | 3.59K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 47.68K | SH | $2.29M 2.05% | 47.68K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 38.11K | SH | $2.27M 2.03% | 38.11K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 36.38K | SH | $2.01M 1.80% | 36.38K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 50.13K | SH | $1.93M 1.72% | 50.13K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 19.21K | SH | $1.78M 1.59% | 19.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.88K | SH | $1.56M 1.40% | 4.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.43K | SH | $1.50M 1.34% | 3.43K | 0.00 | 0.00 |