DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 16.95M
Full voting authority
16.95M
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 |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P U.S. GROWTH ETFSOLE | ETF | 372.78K | SH | $70.12M 7.89% | 372.78K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 74.65K | SH | $55.90M 6.29% | 74.64K | 0.00 | 0.00 |
STATE STREET SPDR S&P DIVIDEND ETFSOLE | ETF | 353.82K | SH | $53.84M 6.06% | 353.82K | 0.00 | 0.00 |
FT VEST LADDERED DEEP BUFFER ETFSOLE | ETF | 1.74M | SH | $51.70M 5.82% | 1.74M | 0.00 | 0.00 |
ESSENTIAL 40 STOCK ETFSOLE | ETF | 2.27M | SH | $45.22M 5.09% | 2.27M | 0.00 | 0.00 |
VANGUARD MORNINGSTAR SMALL-CAP ETFSOLE | ETF | 137.69K | SH | $41.74M 4.70% | 137.69K | 0.00 | 0.00 |
FT VEST LADDERED BUFFER ETFSOLE | ETF | 1.08M | SH | $39.36M 4.43% | 1.08M | 0.00 | 0.00 |
ISHARES CORE TOTAL USD BOND MARKET ETFSOLE | ETF | 761.43K | SH | $35.14M 3.96% | 761.43K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 255.72K | SH | $26.16M 2.95% | 255.72K | 0.00 | 0.00 |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 488.88K | SH | $25.59M 2.88% | 488.88K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 164.29K | SH | $22.59M 2.54% | 164.29K | 0.00 | 0.00 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 308.36K | SH | $20.97M 2.36% | 308.36K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 916.87K | SH | $19.37M 2.18% | 916.87K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETFSOLE | ETF | 942.65K | SH | $19.20M 2.16% | 942.65K | 0.00 | 0.00 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 441.19K | SH | $18.71M 2.11% | 441.19K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 81.35K | SH | $18.47M 2.08% | 81.35K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 332.52K | SH | $17.68M 1.99% | 332.52K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 207.61K | SH | $17.16M 1.93% | 207.61K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 645.04K | SH | $16.65M 1.87% | 645.04K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 239.48K | SH | $14.56M 1.64% | 239.48K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2031 CORPORATE BOND ETFSOLE | ETF | 846.27K | SH | $13.87M 1.56% | 846.27K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2032 CORPORATE BOND ETFSOLE | ETF | 567.84K | SH | $11.65M 1.31% | 567.84K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETFSOLE | ETF | 567.95K | SH | $11.14M 1.25% | 567.95K | 0.00 | 0.00 |
ISHARES MSCI EAFE GROWTH ETFSOLE | ETF | 87.99K | SH | $10.95M 1.23% | 87.98K | 0.00 | 0.00 |
ISHARES A.I. INNOVATION AND TECH ACTIVE ETFSOLE | ETF | 203.56K | SH | $10.73M 1.21% | 203.56K | 0.00 | 0.00 |