KALAMAZOO, MI
Allocation by class
Portfolio Concentration
Top 3 weight
61.8%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 57.60M
Full voting authority
35.08M
shares
Joint voting authority
0.00
shares
No voting authority
22.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Stryker CorporationSOLE | Com | 15.23M | SH | $4.79B 46.15% | 3.04M | 0.00 | 12.18M |
iShares Core S&P 500 IndexSOLE | Com | 1.34M | SH | $1.01B 9.69% | 1.34M | 0.00 | 1.59K |
State Street SPDR Portfolio S&SOLE | Com | 7.01M | SH | $615.64M 5.93% | 7M | 0.00 | 9.41K |
iShares Core MSCI EAFE ETFSOLE | Com | 2.06M | SH | $198.64M 1.91% | 2.06M | 0.00 | 205.00 |
Apple IncSOLE | Com | 625.95K | SH | $181.13M 1.74% | 303.17K | 0.00 | 322.79K |
Janus Henderson AAA CLO ETFSOLE | Com | 2.50M | SH | $126.28M 1.22% | 2.50M | 0.00 | 2.05K |
iShares Core S&P Midcap 400 InSOLE | Com | 1.48M | SH | $114.44M 1.10% | 1.48M | 0.00 | 279.00 |
Nvidia CorpSOLE | Com | 564.30K | SH | $112.91M 1.09% | 38.61K | 0.00 | 525.69K |
Microsoft CorporationSOLE | Com | 296.27K | SH | $110.51M 1.06% | 140.76K | 0.00 | 155.50K |
Amazon.com IncSOLE | Com | 461.92K | SH | $110.09M 1.06% | 278.15K | 0.00 | 183.77K |
Alphabet Inc. Cl ASOLE | Com | 292.09K | SH | $104.38M 1.00% | 91.95K | 0.00 | 200.14K |
Alphabet Inc. Cl CSOLE | Com | 292.79K | SH | $103.45M 1.00% | 261.82K | 0.00 | 30.97K |
iShares 7-10 Year Treasury BonSOLE | Com | 1.06M | SH | $100.67M 0.97% | 1.06M | 0.00 | 1.82K |
iShares MSCI Emerging Index FuSOLE | Com | 1.38M | SH | $94.34M 0.91% | 1.38M | 0.00 | 22.00 |
Visa Inc - Class ASOLE | Com | 239.92K | SH | $82.31M 0.79% | 202.87K | 0.00 | 37.05K |
State Street SPDR Portfolio DeSOLE | Com | 1.58M | SH | $79.56M 0.77% | 1.58M | 0.00 | 1.86K |
iShares Core MSCI Emerging MarSOLE | Com | 898.29K | SH | $74.41M 0.72% | 898.18K | 0.00 | 105.00 |
iShares Core S&P Smallcap 600SOLE | Com | 491.17K | SH | $72.84M 0.70% | 491.08K | 0.00 | 88.00 |
Berkshire Hathaway Cl BSOLE | Com | 141.69K | SH | $70.90M 0.68% | 107.22K | 0.00 | 34.47K |
State Street SPDR S&P 400 MidSOLE | Com | 984.22K | SH | $66.49M 0.64% | 982.91K | 0.00 | 1.30K |
Meta Platforms Inc. Cl ASOLE | Com | 106.87K | SH | $60.20M 0.58% | 63.29K | 0.00 | 43.58K |
iShares Convertible Bond ETFSOLE | Com | 444.08K | SH | $54.06M 0.52% | 443.91K | 0.00 | 170.00 |
Vanguard S&P 500 ETFSOLE | Com | 78.18K | SH | $53.69M 0.52% | 78.18K | 0.00 | 0.00 |
Taiwan Semiconductor Mfg Co ADSOLE | Com | 110.38K | SH | $52.71M 0.51% | 93.25K | 0.00 | 17.13K |
Broadcom IncSOLE | Com | 114.95K | SH | $43.42M 0.42% | 18.27K | 0.00 | 96.68K |