GLIDDEN, IA
Allocation by class
Portfolio Concentration
Top 3 weight
32.9%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 685.40K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
685.40K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 13.87K | SH | $5.93M 13.27% | 0.00 | 0.00 | 13.87K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.62K | SH | $4.52M 10.11% | 0.00 | 0.00 | 12.62K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 12.65K | SH | $4.24M 9.48% | 0.00 | 0.00 | 12.65K |
ISHARES TRSOLE | S&P 500 VAL ETF | 25.08K | SH | $3.86M 8.63% | 0.00 | 0.00 | 25.08K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 52.11K | SH | $3.57M 7.98% | 0.00 | 0.00 | 52.11K |
APPLE INCSOLE | COM | 10.04K | SH | $1.72M 3.84% | 0.00 | 0.00 | 10.04K |
FS KKR CAP CORPSOLE | COM | 74.35K | SH | $1.46M 3.27% | 0.00 | 0.00 | 74.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.87K | SH | $1.36M 3.03% | 0.00 | 0.00 | 3.87K |
WALMART INCSOLE | COM | 4.97K | SH | $794.8K 1.78% | 0.00 | 0.00 | 4.97K |
PRINCIPAL FINANCIAL GROUP INSOLE | COM | 9.49K | SH | $683.8K 1.53% | 0.00 | 0.00 | 9.49K |
ALLIANT ENERGY CORPSOLE | COM | 13.85K | SH | $670.8K 1.50% | 0.00 | 0.00 | 13.85K |
PHILLIPS EDISON & CO INCSOLE | COMMON STOCK | 19.67K | SH | $659.7K 1.48% | 0.00 | 0.00 | 19.67K |
NEXTERA ENERGY INCSOLE | COM | 11.20K | SH | $641.9K 1.44% | 0.00 | 0.00 | 11.20K |
MCDONALDS CORPSOLE | COM | 2.14K | SH | $562.9K 1.26% | 0.00 | 0.00 | 2.14K |
TESLA INCSOLE | COM | 2.21K | SH | $554.2K 1.24% | 0.00 | 0.00 | 2.21K |
META PLATFORMS INCSOLE | CL A | 1.78K | SH | $535.0K 1.20% | 0.00 | 0.00 | 1.78K |
ARES CAPITAL CORPSOLE | COM | 20.68K | SH | $402.7K 0.90% | 0.00 | 0.00 | 20.68K |
MICROSOFT CORPSOLE | COM | 1.22K | SH | $383.9K 0.86% | 0.00 | 0.00 | 1.22K |
JOHNSON & JOHNSONSOLE | COM | 2.38K | SH | $371.3K 0.83% | 0.00 | 0.00 | 2.38K |
TYSON FOODS INCSOLE | CL A | 7K | SH | $353.3K 0.79% | 0.00 | 0.00 | 7K |
OTTER TAIL CORPSOLE | COM | 4.48K | SH | $340.3K 0.76% | 0.00 | 0.00 | 4.48K |
XCEL ENERGY INCSOLE | COM | 5.70K | SH | $326.3K 0.73% | 0.00 | 0.00 | 5.70K |
ADOBE INCSOLE | COM | 594.00 | SH | $302.9K 0.68% | 0.00 | 0.00 | 594.00 |
CSX CORPSOLE | COM | 8.14K | SH | $250.3K 0.56% | 0.00 | 0.00 | 8.14K |
DEERE & COSOLE | COM | 661.00 | SH | $249.4K 0.56% | 0.00 | 0.00 | 661.00 |