BIRMINGHAM, MI
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 4.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 123.89K | SH | $45.84M 7.88% | 0.00 | 0.00 | 123.89K |
APPLE INCSOLE | COM | 85.83K | SH | $24.84M 4.27% | 0.00 | 0.00 | 85.83K |
NVIDIA CORPORATIONSOLE | COM | 107.62K | SH | $21.53M 3.70% | 0.00 | 0.00 | 107.62K |
ALPHABET INCSOLE | CAP STK CL A | 59.88K | SH | $21.40M 3.68% | 0.00 | 0.00 | 59.88K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 608.08K | SH | $17.61M 3.03% | 0.00 | 0.00 | 608.08K |
AMAZON COM INCSOLE | COM | 65.38K | SH | $15.58M 2.68% | 0.00 | 0.00 | 65.38K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 15.60K | SH | $14.60M 2.51% | 0.00 | 0.00 | 15.60K |
VISA INCSOLE | COM CL A | 34.70K | SH | $11.91M 2.05% | 0.00 | 0.00 | 34.70K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 34.67K | SH | $11.72M 2.02% | 0.00 | 0.00 | 34.67K |
FORTINET INCSOLE | COM | 69.80K | SH | $10.72M 1.84% | 0.00 | 0.00 | 69.80K |
ABBVIE INCSOLE | COM | 42.33K | SH | $10.65M 1.83% | 0.00 | 0.00 | 42.33K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 143.10K | SH | $10.51M 1.81% | 0.00 | 0.00 | 143.10K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 79.92K | SH | $9.97M 1.71% | 0.00 | 0.00 | 79.92K |
AFLAC INCSOLE | COM | 82.11K | SH | $9.63M 1.65% | 0.00 | 0.00 | 82.11K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 130.66K | SH | $9.31M 1.60% | 0.00 | 0.00 | 130.66K |
MICROSOFT CORPSOLE | COM | 24.23K | SH | $9.04M 1.55% | 0.00 | 0.00 | 24.23K |
JPMORGAN CHASE & COSOLE | COM | 27.05K | SH | $8.85M 1.52% | 0.00 | 0.00 | 27.05K |
ISHARES TRSOLE | NATIONAL MUN ETF | 79.47K | SH | $8.55M 1.47% | 0.00 | 0.00 | 79.47K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 17K | SH | $8.52M 1.47% | 0.00 | 0.00 | 17K |
HOME DEPOT INCSOLE | COM | 23.80K | SH | $8.39M 1.44% | 0.00 | 0.00 | 23.80K |
CINTAS CORPSOLE | COM | 48.57K | SH | $8.26M 1.42% | 0.00 | 0.00 | 48.57K |
ALPHABET INCSOLE | CAP STK CL C | 22.65K | SH | $8.00M 1.38% | 0.00 | 0.00 | 22.65K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 4K | SH | $7.97M 1.37% | 0.00 | 0.00 | 4K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 235.16K | SH | $7.96M 1.37% | 0.00 | 0.00 | 235.16K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 272.86K | SH | $7.56M 1.30% | 0.00 | 0.00 | 272.86K |