LIVONIA, MI
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Full voting authority
1.19M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Intl Eqty ISOLE | ETF | 83.98K | SH | $6.31M 5.58% | 83.98K | 0.00 | 0.00 |
Apple Computer IncSOLE | Equity | 24.78K | SH | $6.29M 5.56% | 24.78K | 0.00 | 0.00 |
J P Morgan ChaseSOLE | Equity | 17.14K | SH | $5.04M 4.46% | 17.14K | 0.00 | 0.00 |
First Tr Dj InternetSOLE | ETF | 20.22K | SH | $4.73M 4.19% | 20.22K | 0.00 | 0.00 |
Nvidia CorpSOLE | Equity | 26.59K | SH | $4.64M 4.10% | 26.59K | 0.00 | 0.00 |
Microsoft CorpSOLE | Equity | 11.33K | SH | $4.19M 3.71% | 11.33K | 0.00 | 0.00 |
Schwab US Large CapSOLE | ETF | 161.30K | SH | $4.14M 3.66% | 161.30K | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | Equity | 3.36K | SH | $3.35M 2.97% | 3.36K | 0.00 | 0.00 |
Mastercard IncSOLE | Equity | 5.04K | SH | $2.52M 2.23% | 5.04K | 0.00 | 0.00 |
Schwab US Small CapSOLE | ETF | 78.54K | SH | $2.28M 2.02% | 78.54K | 0.00 | 0.00 |
Alphabet Inc. ClassSOLE | Equity | 6.36K | SH | $1.83M 1.62% | 6.36K | 0.00 | 0.00 |
Linde PlcSOLE | Equity | 3.50K | SH | $1.74M 1.54% | 3.50K | 0.00 | 0.00 |
American Express ComSOLE | Equity | 5.20K | SH | $1.57M 1.39% | 5.20K | 0.00 | 0.00 |
Dover CorporationSOLE | Equity | 7.51K | SH | $1.57M 1.38% | 7.51K | 0.00 | 0.00 |
Stryker CorpSOLE | Equity | 4.64K | SH | $1.52M 1.35% | 4.64K | 0.00 | 0.00 |
Amazon Com IncSOLE | Equity | 7.30K | SH | $1.52M 1.35% | 7.30K | 0.00 | 0.00 |
Thermo Fisher ScientSOLE | Equity | 3.01K | SH | $1.48M 1.31% | 3.01K | 0.00 | 0.00 |
Marvell Technology ISOLE | Equity | 14.58K | SH | $1.44M 1.28% | 14.58K | 0.00 | 0.00 |
SPDR BiotechSOLE | ETF | 11.20K | SH | $1.43M 1.27% | 11.20K | 0.00 | 0.00 |
Automatic Data ProceSOLE | Equity | 6.97K | SH | $1.42M 1.25% | 6.97K | 0.00 | 0.00 |
Chevron CorpSOLE | Equity | 6.22K | SH | $1.29M 1.14% | 6.22K | 0.00 | 0.00 |
Boeing CoSOLE | Equity | 6.32K | SH | $1.26M 1.11% | 6.32K | 0.00 | 0.00 |
BlackrockSOLE | Equity | 1.29K | SH | $1.24M 1.09% | 1.29K | 0.00 | 0.00 |
Broadcom LTDSOLE | Equity | 3.98K | SH | $1.23M 1.09% | 3.98K | 0.00 | 0.00 |
Unitedhealth Group ISOLE | Equity | 4.43K | SH | $1.20M 1.06% | 4.43K | 0.00 | 0.00 |