URBANDALE, IA
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 5.31M
Full voting authority
5.30M
shares
Joint voting authority
0.00
shares
No voting authority
10.95K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
State Street SPDR Portfolio High Yield ETFSOLE | Com | 1.39M | SH | $32.48M 5.98% | 1.39M | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 345.43K | SH | $31.27M 5.75% | 345.43K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap 400 Index ETFSOLE | Com | 380.37K | SH | $25.69M 4.73% | 380.37K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFSOLE | Com | 277.96K | SH | $19.39M 3.57% | 277.96K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Com | 65.55K | SH | $19.28M 3.55% | 65.55K | 0.00 | 0.00 |
Apple IncSOLE | Com | 75.93K | SH | $19.27M 3.55% | 75.93K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 60.07K | SH | $17.27M 3.18% | 60.07K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Com | 93.04K | SH | $16.23M 2.99% | 93.04K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 40.25K | SH | $14.90M 2.74% | 40.25K | 0.00 | 0.00 |
iShares Core S&P Small-Cap 600 ETFSOLE | Com | 101.54K | SH | $12.62M 2.32% | 101.54K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Com | 69.56K | SH | $11.80M 2.17% | 69.56K | 0.00 | 0.00 |
Cisco Systems IncSOLE | Com | 132.89K | SH | $10.31M 1.90% | 132.89K | 0.00 | 0.00 |
Amazon IncSOLE | Com | 47.43K | SH | $9.88M 1.82% | 47.43K | 0.00 | 0.00 |
Abbvie IncSOLE | Com | 45.33K | SH | $9.86M 1.81% | 45.33K | 0.00 | 0.00 |
Morgan StanleySOLE | Com | 59.07K | SH | $9.72M 1.79% | 59.07K | 0.00 | 0.00 |
Chevron CorpSOLE | Com | 41.94K | SH | $8.68M 1.60% | 41.94K | 0.00 | 0.00 |
Emerson Electric CoSOLE | Com | 63.52K | SH | $8.32M 1.53% | 63.52K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Com | 33.30K | SH | $8.14M 1.50% | 33.30K | 0.00 | 0.00 |
Cardinal Health IncSOLE | Com | 38.18K | SH | $8.07M 1.48% | 38.18K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Com | 13.31K | SH | $7.62M 1.40% | 13.31K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Com | 15.51K | SH | $7.43M 1.37% | 15.46K | 0.00 | 50.00 |
iShares Russell 2000 Index ETFSOLE | Com | 28.80K | SH | $7.14M 1.31% | 28.80K | 0.00 | 0.00 |
Eaton Corp PLCSOLE | Com | 19.29K | SH | $6.90M 1.27% | 19.29K | 0.00 | 0.00 |
State Street SPDR Dow Jones Indl AverageSOLE | Com | 14.84K | SH | $6.87M 1.27% | 14.84K | 0.00 | 0.00 |
RTX CorporationSOLE | Com | 35.04K | SH | $6.76M 1.24% | 35.04K | 0.00 | 0.00 |