BLOOMFIELD HILLS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 10.75M
Full voting authority
10.22M
shares
Joint voting authority
0.00
shares
No voting authority
530.55K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 260.03K | SH | $32.29M 6.36% | 260.03K | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 171.14K | SH | $25.06M 4.93% | 171.14K | 0.00 | 0.00 |
ISHARES SHORT DURATION BOND ACTIVE ETFSOLE | ETF | 439.04K | SH | $21.72M 4.28% | 439.04K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 84.18K | SH | $20.41M 4.02% | 84.18K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 209.55K | SH | $19.50M 3.84% | 209.55K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 597.72K | SH | $18.95M 3.73% | 597.72K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 141.50K | SH | $17.46M 3.44% | 141.50K | 0.00 | 0.00 |
VANGUARD S&P SMALL-CAP 600 VALUE ETFSOLE | ETF | 122.41K | SH | $13.83M 2.72% | 122.41K | 0.00 | 0.00 |
ISHARES MORNINGSTAR MID-CAP GROWTH ETFSOLE | ETF | 136.47K | SH | $12.94M 2.55% | 136.47K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATION COM CL ASOLE | Stock | 5.38M | SH | $12.33M 2.43% | 5.38M | 0.00 | 0.00 |
APPLE INC COMOTR | Stock | 41.16K | SH | $11.91M 2.35% | 37.08K | 0.00 | 4.08K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 158.65K | SH | $11.30M 2.23% | 158.65K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 199.18K | SH | $10.21M 2.01% | 199.18K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 12.39K | SH | $9.28M 1.83% | 12.39K | 0.00 | 0.00 |
MICROSOFT CORP COMOTR | Stock | 24.59K | SH | $9.17M 1.81% | 20.48K | 0.00 | 4.11K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 252.16K | SH | $8.53M 1.68% | 252.16K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 110.84K | SH | $8.40M 1.65% | 110.84K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 35.78K | SH | $7.91M 1.56% | 35.78K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 VALUE ETFSOLE | ETF | 72.11K | SH | $7.15M 1.41% | 72.11K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL AOTR | Stock | 19.11K | SH | $6.83M 1.34% | 15.09K | 0.00 | 4.02K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 9.06K | SH | $6.67M 1.31% | 9.06K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR VALUE ETFSOLE | ETF | 29.98K | SH | $6.53M 1.29% | 29.98K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMOTR | Stock | 18.36K | SH | $6.01M 1.18% | 18.02K | 0.00 | 343.00 |
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETFSOLE | ETF | 113.72K | SH | $5.73M 1.13% | 113.72K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 60.49K | SH | $5.01M 0.99% | 60.49K | 0.00 | 0.00 |