CALGARY, A0
Allocation by class
Portfolio Concentration
Top 3 weight
38.5%
Top 10 weight
85.1%
Voting Authority Distribution
Total shares with voting rights: 43.92M
Full voting authority
0.00
shares
Joint voting authority
43.92M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares MSCI EAFE Value ETFDFND | COM | 108.05K | SH | $6.37M 14.50% | 0.00 | 6.37M | 0.00 |
iShares Core S&P 500 ETFDFND | COM | 9.71K | SH | $5.45M 12.42% | 0.00 | 5.45M | 0.00 |
Vanguard S&P 500 Value ETFDFND | COM | 27.73K | SH | $5.11M 11.63% | 0.00 | 5.11M | 0.00 |
iShares MSCI EAFE Growth ETFDFND | COM | 41.95K | SH | $4.20M 9.55% | 0.00 | 4.20M | 0.00 |
Harbor Commodity All-Weather StrategyDFND | COM | 162.78K | SH | $3.91M 8.91% | 0.00 | 3.91M | 0.00 |
iShares MSCI USA Minimum Volatility ETFDFND | COM | 38.91K | SH | $3.64M 8.30% | 0.00 | 3.64M | 0.00 |
Vanguard Information Technology ETFDFND | COM | 6.71K | SH | $3.64M 8.28% | 0.00 | 3.64M | 0.00 |
Vanguard S&P 500 Growth ETFDFND | COM | 7.60K | SH | $2.54M 5.79% | 0.00 | 2.54M | 0.00 |
Nutrien LimitedDFND | COM | 25.93K | SH | $1.29M 2.93% | 0.00 | 1.29M | 0.00 |
Vanguard Int'l High Dividend Yield ETFDFND | COM | 16.37K | SH | $1.21M 2.75% | 0.00 | 1.21M | 0.00 |
iShares International Select Dividend ETFDFND | COM | 18.81K | SH | $583.5K 1.33% | 0.00 | 583.49K | 0.00 |
iShares Russell 2000 Value ETFDFND | COM | 3.59K | SH | $541.4K 1.23% | 0.00 | 541.41K | 0.00 |
iShares Russell 2000 Growth ETFDFND | COM | 2.04K | SH | $522.3K 1.19% | 0.00 | 522.30K | 0.00 |
iShares MSCI EAFE ETFDFND | COM | 5.10K | SH | $416.6K 0.95% | 0.00 | 416.58K | 0.00 |
Royal Bank of CanadaDFND | COM | 2.75K | SH | $310.0K 0.71% | 0.00 | 309.96K | 0.00 |
iShares Edge MSCI Minimum Volatility EAFE ETFDFND | COM | 3.71K | SH | $289.2K 0.66% | 0.00 | 289.24K | 0.00 |
Toronto Dominion BankDFND | COM | 4.41K | SH | $264.2K 0.60% | 0.00 | 264.17K | 0.00 |
Sun Life Financial Inc.DFND | COM | 3.22K | SH | $184.3K 0.42% | 0.00 | 184.33K | 0.00 |
Brookfield Corp Voting Class ADFND | COM | 2.80K | SH | $146.4K 0.33% | 0.00 | 146.36K | 0.00 |
Enbridge Inc.DFND | COM | 3.10K | SH | $137.2K 0.31% | 0.00 | 137.23K | 0.00 |
Apple Inc.DFND | COM | 588.00 | SH | $130.6K 0.30% | 0.00 | 130.61K | 0.00 |
Microsoft CorporationDFND | COM | 315.00 | SH | $118.2K 0.27% | 0.00 | 118.25K | 0.00 |
Waste Connections Inc.DFND | COM | 599.00 | SH | $116.7K 0.27% | 0.00 | 116.74K | 0.00 |
Suncor Energy Inc.DFND | COM | 3K | SH | $116.3K 0.26% | 0.00 | 116.30K | 0.00 |
BCE Inc.DFND | COM | 4.87K | SH | $111.7K 0.25% | 0.00 | 111.68K | 0.00 |