GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
36.7%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 4.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.29M | SH | $37.62M 17.58% | 0.00 | 0.00 | 1.29M |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 672.53K | SH | $21.62M 10.10% | 0.00 | 0.00 | 672.53K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 331.60K | SH | $19.29M 9.02% | 0.00 | 0.00 | 331.60K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 255.17K | SH | $11.97M 5.59% | 0.00 | 0.00 | 255.17K |
ISHARES TRSOLE | MSCI USA QLT FCT | 59.24K | SH | $11.36M 5.31% | 0.00 | 0.00 | 59.24K |
ISHARES TRSOLE | MSCI USA MMENTM | 39.72K | SH | $9.53M 4.45% | 0.00 | 0.00 | 39.72K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 276.46K | SH | $9.11M 4.26% | 0.00 | 0.00 | 276.46K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 218.01K | SH | $7.90M 3.69% | 0.00 | 0.00 | 218.01K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 164.66K | SH | $7.64M 3.57% | 0.00 | 0.00 | 164.66K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 96.12K | SH | $6.81M 3.18% | 0.00 | 0.00 | 96.12K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 123.27K | SH | $5.92M 2.77% | 0.00 | 0.00 | 123.27K |
VICTORY PORTFOLIOS IISOLE | SHORT TRM BD ETF | 111.57K | SH | $5.64M 2.64% | 0.00 | 0.00 | 111.57K |
ISHARES TRSOLE | EAFE VALUE ETF | 75.63K | SH | $5.62M 2.63% | 0.00 | 0.00 | 75.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 210.91K | SH | $4.72M 2.21% | 0.00 | 0.00 | 210.91K |
ISHARES GOLD TRSOLE | ISHARES NEW | 47.26K | SH | $4.17M 1.95% | 0.00 | 0.00 | 47.26K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 77.19K | SH | $4.01M 1.87% | 0.00 | 0.00 | 77.19K |
ISHARES TRSOLE | EAFE GRWTH ETF | 33.46K | SH | $3.73M 1.74% | 0.00 | 0.00 | 33.46K |
ISHARES TRSOLE | US TREAS BD ETF | 161.75K | SH | $3.71M 1.73% | 0.00 | 0.00 | 161.75K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 14.40K | SH | $2.83M 1.32% | 0.00 | 0.00 | 14.40K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 102.91K | SH | $2.58M 1.21% | 0.00 | 0.00 | 102.91K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 22.71K | SH | $2.29M 1.07% | 0.00 | 0.00 | 22.71K |
ISHARES TRSOLE | SYSTEMATIC BD ET | 25.10K | SH | $2.23M 1.04% | 0.00 | 0.00 | 25.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 24.76K | SH | $1.59M 0.74% | 0.00 | 0.00 | 24.76K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL DIV | 49.42K | SH | $1.41M 0.66% | 0.00 | 0.00 | 49.42K |
NVIDIA CORPORATIONSOLE | COM | 6.24K | SH | $1.09M 0.51% | 0.00 | 0.00 | 6.24K |