BLOOMFIELD HILLS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 10.62M
Full voting authority
10.03M
shares
Joint voting authority
0.00
shares
No voting authority
595.32K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 71.81K | SH | $30.62M 6.50% | 71.81K | 0.00 | 0.00 |
ISHARES SHORT DURATION BOND ACTIVE ETFSOLE | ETF | 444.33K | SH | $22.59M 4.79% | 444.33K | 0.00 | 0.00 |
ISHARES RUSSELL MID-CAP GROWTH ETFSOLE | ETF | 175.23K | SH | $22.45M 4.76% | 175.23K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATION COM CL AOTR | Stock | 5.37M | SH | $19.45M 4.13% | 5.37M | 0.00 | 82.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 89.96K | SH | $19.22M 4.08% | 89.96K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 601.97K | SH | $18.47M 3.92% | 601.97K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 201.82K | SH | $18.27M 3.88% | 201.82K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 132.20K | SH | $14.50M 3.08% | 132.20K | 0.00 | 0.00 |
VANGUARD S&P SMALL-CAP 600 VALUE ETFSOLE | ETF | 123.48K | SH | $12.56M 2.67% | 123.48K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 166.10K | SH | $10.64M 2.26% | 166.10K | 0.00 | 0.00 |
APPLE INC COMOTR | Stock | 41.49K | SH | $10.53M 2.23% | 37.33K | 0.00 | 4.16K |
ISHARES MORNINGSTAR MID-CAP GROWTH ETFSOLE | ETF | 133.07K | SH | $10.48M 2.22% | 133.07K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 198.32K | SH | $9.30M 1.97% | 198.31K | 0.00 | 0.00 |
MICROSOFT CORP COMOTR | Stock | 24.37K | SH | $9.02M 1.91% | 19.93K | 0.00 | 4.44K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 12.63K | SH | $8.25M 1.75% | 12.63K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 112.43K | SH | $7.89M 1.67% | 112.43K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 253.44K | SH | $7.38M 1.57% | 253.44K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 32.43K | SH | $6.36M 1.35% | 32.43K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 VALUE ETFSOLE | ETF | 33.54K | SH | $6.36M 1.35% | 33.54K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 VALUE ETFSOLE | ETF | 61.51K | SH | $5.77M 1.22% | 61.51K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL AOTR | Stock | 19.82K | SH | $5.70M 1.21% | 15.01K | 0.00 | 4.81K |
JPMORGAN CHASE & CO COMOTR | Stock | 18.36K | SH | $5.40M 1.15% | 18.02K | 0.00 | 338.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 8.84K | SH | $5.10M 1.08% | 8.84K | 0.00 | 0.00 |
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETFSOLE | ETF | 86.42K | SH | $4.35M 0.92% | 86.42K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 60.25K | SH | $4.20M 0.89% | 60.25K | 0.00 | 0.00 |