BLOOMFIELD HILLS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
16.2%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 3.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 280.44K | SH | $21.99M 6.22% | 0.00 | 0.00 | 280.44K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 352.97K | SH | $17.63M 4.99% | 0.00 | 0.00 | 352.97K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 228.15K | SH | $17.61M 4.98% | 0.00 | 0.00 | 228.15K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 254.55K | SH | $17.51M 4.95% | 0.00 | 0.00 | 254.55K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 198.85K | SH | $13.06M 3.70% | 0.00 | 0.00 | 198.85K |
CHEVRON CORPORATIONSOLE | COM | 48.87K | SH | $10.11M 2.86% | 0.00 | 0.00 | 48.87K |
APPLE INCSOLE | COM | 39.70K | SH | $10.07M 2.85% | 0.00 | 0.00 | 39.70K |
AMGEN INCSOLE | COM | 26.44K | SH | $9.30M 2.63% | 0.00 | 0.00 | 26.44K |
LOCKHEED MARTIN CORPSOLE | COM | 15.24K | SH | $9.21M 2.61% | 0.00 | 0.00 | 15.24K |
JPMORGAN CHASE & COSOLE | COM | 30.60K | SH | $9.00M 2.55% | 0.00 | 0.00 | 30.60K |
LINDE PLCSOLE | SHS | 17.49K | SH | $8.67M 2.45% | 0.00 | 0.00 | 17.49K |
BROADCOM INCSOLE | COM | 27.55K | SH | $8.53M 2.41% | 0.00 | 0.00 | 27.55K |
WASTE MGMT INC DELSOLE | COM | 35.16K | SH | $8.08M 2.29% | 0.00 | 0.00 | 35.16K |
WALMART INCSOLE | COM | 64.75K | SH | $8.05M 2.28% | 0.00 | 0.00 | 64.75K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 61.35K | SH | $8.03M 2.27% | 0.00 | 0.00 | 61.35K |
LOWES COS INCSOLE | COM | 33.51K | SH | $7.92M 2.24% | 0.00 | 0.00 | 33.51K |
SIMON PPTY GROUP INC NEWSOLE | COM | 41.99K | SH | $7.83M 2.22% | 0.00 | 0.00 | 41.99K |
TJX COS INC NEWSOLE | COM | 47.31K | SH | $7.55M 2.14% | 0.00 | 0.00 | 47.31K |
BANK NEW YORK MELLON CORPSOLE | COM | 62.72K | SH | $7.44M 2.11% | 0.00 | 0.00 | 62.72K |
MORGAN STANLEYSOLE | COM NEW | 44.07K | SH | $7.25M 2.05% | 0.00 | 0.00 | 44.07K |
MICROSOFT CORPSOLE | COM | 18.61K | SH | $6.89M 1.95% | 0.00 | 0.00 | 18.61K |
EMERSON ELEC COSOLE | COM | 50.66K | SH | $6.64M 1.88% | 0.00 | 0.00 | 50.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.63K | SH | $6.53M 1.85% | 0.00 | 0.00 | 13.63K |
NVIDIA CORPORATIONSOLE | COM | 35.35K | SH | $6.16M 1.74% | 0.00 | 0.00 | 35.35K |
REGIONS FINANCIAL CORP NEWSOLE | COM | 233.78K | SH | $6.11M 1.73% | 0.00 | 0.00 | 233.78K |