MARSHALL, MI
Allocation by class
Portfolio Concentration
Top 3 weight
15.2%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 2.41M
Full voting authority
2.41M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 7-10 YR TRSY BD | 91.61K | SH | $8.18M 6.20% | 91.61K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 54.07K | SH | $6.85M 5.19% | 54.07K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 64.67K | SH | $5.03M 3.81% | 64.67K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.91K | SH | $4.30M 3.26% | 12.91K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 82.86K | SH | $4.15M 3.15% | 82.86K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 14K | SH | $3.49M 2.65% | 14K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 7.87K | SH | $3.38M 2.57% | 7.87K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 58.66K | SH | $3.38M 2.56% | 58.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $3.29M 2.49% | 6.41K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 12.03K | SH | $3.18M 2.41% | 12.03K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 29.05K | SH | $2.71M 2.06% | 29.05K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 7.67K | SH | $2.54M 1.92% | 7.67K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.47K | SH | $2.35M 1.78% | 8.47K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 24K | SH | $2.05M 1.55% | 24K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 5.81K | SH | $2.02M 1.53% | 5.81K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 114.38K | SH | $1.80M 1.36% | 114.38K | 0.00 | 0.00 |
VICTORY PORTFOLIOS IISOLE | SHORT TRM BD ETF | 35.32K | SH | $1.76M 1.34% | 35.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.43K | SH | $1.53M 1.16% | 4.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.22K | SH | $1.52M 1.15% | 4.22K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 23.16K | SH | $1.45M 1.10% | 23.16K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 47.80K | SH | $1.44M 1.09% | 47.80K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 4.67K | SH | $1.33M 1.01% | 4.67K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 24.26K | SH | $1.32M 1.00% | 24.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 13.86K | SH | $1.31M 0.99% | 13.86K | 0.00 | 0.00 |
CONAGRA BRANDS INCSOLE | COM | 94.58K | SH | $1.27M 0.96% | 94.58K | 0.00 | 0.00 |