EDINA, MN
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
47.4%
Voting Authority Distribution
Total shares with voting rights: 2.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.65K | SH | $14.73M 7.77% | 0.00 | 0.00 | 24.65K |
ISHARES TRSOLE | US INFRASTRUC | 184.42K | SH | $10.55M 5.56% | 0.00 | 0.00 | 184.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 158.05K | SH | $9.97M 5.26% | 0.00 | 0.00 | 158.05K |
ISHARES TRSOLE | ESG AWR MSCI USA | 70.31K | SH | $9.94M 5.24% | 0.00 | 0.00 | 70.31K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 92.59K | SH | $8.85M 4.67% | 0.00 | 0.00 | 92.59K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 152.62K | SH | $8.06M 4.25% | 0.00 | 0.00 | 152.62K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGCP | 87.06K | SH | $7.92M 4.18% | 0.00 | 0.00 | 87.06K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 131.35K | SH | $7.43M 3.92% | 0.00 | 0.00 | 131.35K |
WISDOMTREE TRSOLE | INDIA ERNGS FD | 152.27K | SH | $6.21M 3.28% | 0.00 | 0.00 | 152.27K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 64.05K | SH | $6.19M 3.27% | 0.00 | 0.00 | 64.05K |
ISHARES INCSOLE | ESG AWR MSCI EM | 132.21K | SH | $6.01M 3.17% | 0.00 | 0.00 | 132.21K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL EMER | 154.23K | SH | $5.90M 3.11% | 0.00 | 0.00 | 154.23K |
PACER FDS TRSOLE | US LRG CP CASH | 173.12K | SH | $5.84M 3.08% | 0.00 | 0.00 | 173.12K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 50.59K | SH | $5.72M 3.02% | 0.00 | 0.00 | 50.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 83.30K | SH | $5.34M 2.82% | 0.00 | 0.00 | 83.30K |
ISHARES INCSOLE | MSCI JAPAN ETF | 62.89K | SH | $5.31M 2.80% | 0.00 | 0.00 | 62.89K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 48.75K | SH | $4.87M 2.57% | 0.00 | 0.00 | 48.75K |
PIMCO ETF TRSOLE | ENHANCD SHORT | 44.74K | SH | $4.43M 2.33% | 0.00 | 0.00 | 44.74K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 92.93K | SH | $4.16M 2.19% | 0.00 | 0.00 | 92.93K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 34.12K | SH | $4.13M 2.18% | 0.00 | 0.00 | 34.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.26K | SH | $4.09M 2.16% | 0.00 | 0.00 | 6.26K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 94.89K | SH | $4.02M 2.12% | 0.00 | 0.00 | 94.89K |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 121.83K | SH | $3.58M 1.89% | 0.00 | 0.00 | 121.83K |
ISHARES TRSOLE | USD GRN BOND ETF | 69.72K | SH | $3.31M 1.75% | 0.00 | 0.00 | 69.72K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 56K | SH | $2.85M 1.51% | 0.00 | 0.00 | 56K |