IOWA CITY, IA
Allocation by class
Portfolio Concentration
Top 3 weight
25.3%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 19.96K | SH | $12.98M 10.21% | 0.00 | 0.00 | 19.96K |
ISHARES TRSOLE | CORE US AGGBD ET | 98.56K | SH | $9.78M 7.70% | 0.00 | 0.00 | 98.56K |
AMERICAN CENTY ETF TRSOLE | FOCUSED LRG CAP | 123.19K | SH | $9.45M 7.43% | 0.00 | 0.00 | 123.19K |
ISHARES TRSOLE | MSCI ACWI EX US | 120.65K | SH | $8.26M 6.50% | 0.00 | 0.00 | 120.65K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 83.83K | SH | $6.75M 5.31% | 0.00 | 0.00 | 83.83K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 79.48K | SH | $6.74M 5.30% | 0.00 | 0.00 | 79.48K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 109.51K | SH | $5.54M 4.36% | 0.00 | 0.00 | 109.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.20K | SH | $4.94M 3.89% | 0.00 | 0.00 | 25.20K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 180.29K | SH | $4.53M 3.56% | 0.00 | 0.00 | 180.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.04K | SH | $3.54M 2.79% | 0.00 | 0.00 | 11.04K |
ISHARES TRSOLE | CORE INTL AGGR | 67.46K | SH | $3.38M 2.66% | 0.00 | 0.00 | 67.46K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 104.30K | SH | $3.03M 2.39% | 0.00 | 0.00 | 104.30K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.14K | SH | $2.91M 2.29% | 0.00 | 0.00 | 10.14K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 45.41K | SH | $2.91M 2.29% | 0.00 | 0.00 | 45.41K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 20.74K | SH | $2.87M 2.26% | 0.00 | 0.00 | 20.74K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 55.05K | SH | $2.75M 2.16% | 0.00 | 0.00 | 55.05K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 11.97K | SH | $2.60M 2.05% | 0.00 | 0.00 | 11.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.39K | SH | $2.53M 1.99% | 0.00 | 0.00 | 4.39K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 37.41K | SH | $2.19M 1.72% | 0.00 | 0.00 | 37.41K |
VANECK ETF TRUSTSOLE | SHRT HGH YLD MUN | 93.50K | SH | $2.12M 1.67% | 0.00 | 0.00 | 93.50K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 18.12K | SH | $1.93M 1.52% | 0.00 | 0.00 | 18.12K |
META PLATFORMS INCSOLE | CL A | 3.28K | SH | $1.88M 1.48% | 0.00 | 0.00 | 3.28K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.62K | SH | $1.85M 1.45% | 0.00 | 0.00 | 9.62K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.82K | SH | $1.68M 1.32% | 0.00 | 0.00 | 7.82K |
NVIDIA CORPORATIONSOLE | COM | 8.70K | SH | $1.52M 1.19% | 0.00 | 0.00 | 8.70K |