DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
21.5%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 15.54M
Full voting authority
15.54M
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 |
|---|---|---|---|---|---|---|---|
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFSOLE | ETF | 967.02K | SH | $61.80M 7.77% | 967.02K | 0.00 | 0.00 |
FT VEST LADDERED DEEP BUFFER ETFSOLE | ETF | 2.01M | SH | $56.21M 7.07% | 2.01M | 0.00 | 0.00 |
ISHARES CORE S&P U.S. GROWTH ETFSOLE | ETF | 340.35K | SH | $52.79M 6.64% | 340.35K | 0.00 | 0.00 |
STATE STREET SPDR S&P DIVIDEND ETFSOLE | ETF | 291.42K | SH | $42.53M 5.35% | 291.42K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 143.89K | SH | $37.69M 4.74% | 143.89K | 0.00 | 0.00 |
ESSENTIAL 40 STOCK ETFSOLE | ETF | 1.90M | SH | $33.26M 4.18% | 1.90M | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFSOLE | ETF | 367.07K | SH | $28.87M 3.63% | 367.07K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 41.19K | SH | $26.90M 3.38% | 41.19K | 0.00 | 0.00 |
ISHARES FLEXIBLE INCOME ACTIVE ETFSOLE | ETF | 516.48K | SH | $26.82M 3.37% | 516.48K | 0.00 | 0.00 |
ISHARES CORE TOTAL USD BOND MARKET ETFSOLE | ETF | 557.96K | SH | $25.77M 3.24% | 557.96K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 96.78K | SH | $20.43M 2.57% | 96.78K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 161.84K | SH | $18.31M 2.30% | 161.84K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETFSOLE | ETF | 926.55K | SH | $18.18M 2.29% | 926.55K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2028 CORPORATE BOND ETFSOLE | ETF | 872.98K | SH | $17.83M 2.24% | 872.98K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 840.77K | SH | $17.69M 2.22% | 840.77K | 0.00 | 0.00 |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 414.48K | SH | $17.54M 2.21% | 414.48K | 0.00 | 0.00 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFSOLE | ETF | 296.21K | SH | $17.23M 2.17% | 296.21K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 321.06K | SH | $17.09M 2.15% | 321.06K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 183.79K | SH | $15.21M 1.91% | 183.79K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 560.88K | SH | $14.35M 1.81% | 560.88K | 0.00 | 0.00 |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 190.17K | SH | $14.14M 1.78% | 190.17K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 247.47K | SH | $14.00M 1.76% | 247.47K | 0.00 | 0.00 |
INVESCO BULLETSHARES 2031 CORPORATE BOND ETFSOLE | ETF | 587.42K | SH | $9.67M 1.22% | 587.42K | 0.00 | 0.00 |
ISHARES MSCI EAFE GROWTH ETFSOLE | ETF | 80.08K | SH | $8.92M 1.12% | 80.08K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 45.70K | SH | $8.77M 1.10% | 45.70K | 0.00 | 0.00 |