JOHSTON, IA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Full voting authority
4.27M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 268.26K | SH | $35.76M 10.55% | 268.26K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 690.85K | SH | $35.01M 10.33% | 690.85K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 85.81K | SH | $34.03M 10.04% | 85.81K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 405.74K | SH | $23.13M 6.82% | 405.74K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 37.39K | SH | $23.10M 6.82% | 37.39K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 546.65K | SH | $22.13M 6.53% | 546.65K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 312.23K | SH | $17.75M 5.24% | 312.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 56.64K | SH | $15.85M 4.68% | 56.64K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 340.53K | SH | $15.72M 4.64% | 340.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 64.95K | SH | $15.39M 4.54% | 64.95K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 183.62K | SH | $15.23M 4.49% | 183.62K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 133.46K | SH | $14.63M 4.32% | 133.46K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 267.24K | SH | $13.22M 3.90% | 267.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 65.94K | SH | $10.84M 3.20% | 65.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 96.58K | SH | $8.80M 2.60% | 96.58K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 304.66K | SH | $5.74M 1.69% | 304.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 9.78K | SH | $1.91M 0.56% | 9.78K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 27.90K | SH | $1.46M 0.43% | 27.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.50K | SH | $1.22M 0.36% | 2.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.91K | SH | $1.21M 0.36% | 5.91K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.85K | SH | $1.05M 0.31% | 1.85K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 1.59K | SH | $914.3K 0.27% | 1.59K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 7.97K | SH | $759.6K 0.22% | 7.97K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 9.27K | SH | $742.7K 0.22% | 9.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.03K | SH | $642.6K 0.19% | 1.03K | 0.00 | 0.00 |