URBANDALE, IA
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
93.1%
Voting Authority Distribution
Total shares with voting rights: 8.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 3.01M | SH | $91.76M 22.97% | 0.00 | 0.00 | 3.01M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 324.49K | SH | $70.51M 17.65% | 0.00 | 0.00 | 324.49K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.14M | SH | $35.16M 8.80% | 0.00 | 0.00 | 1.14M |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 1.20M | SH | $34.81M 8.71% | 0.00 | 0.00 | 1.20M |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.19M | SH | $34.69M 8.68% | 0.00 | 0.00 | 1.19M |
VANGUARD WORLD FDSOLE | INF TECH ETF | 41.22K | SH | $28.82M 7.21% | 0.00 | 0.00 | 41.22K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.24M | SH | $28.69M 7.18% | 0.00 | 0.00 | 1.24M |
PIMCO ETF TRSOLE | INV GRD CRP BD | 257.88K | SH | $24.96M 6.25% | 0.00 | 0.00 | 257.88K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 64.55K | SH | $12.67M 3.17% | 0.00 | 0.00 | 64.55K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 95.07K | SH | $9.67M 2.42% | 0.00 | 0.00 | 95.07K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.30K | SH | $4.79M 1.20% | 0.00 | 0.00 | 18.30K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 16.39K | SH | $4.71M 1.18% | 0.00 | 0.00 | 16.39K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 19.39K | SH | $4.03M 1.01% | 0.00 | 0.00 | 19.39K |
ISHARES TRSOLE | IBOXX INV CP ETF | 32.87K | SH | $3.58M 0.90% | 0.00 | 0.00 | 32.87K |
APPLE INCSOLE | COM | 7.12K | SH | $1.81M 0.45% | 0.00 | 0.00 | 7.12K |
CASEYS GEN STORES INCSOLE | COM | 2.15K | SH | $1.56M 0.39% | 0.00 | 0.00 | 2.15K |
NVIDIA CORPORATIONSOLE | COM | 6.06K | SH | $1.06M 0.27% | 0.00 | 0.00 | 6.06K |
DEERE & COSOLE | COM | 1.19K | SH | $668.0K 0.17% | 0.00 | 0.00 | 1.19K |
WALMART INCSOLE | COM | 5.18K | SH | $644.4K 0.16% | 0.00 | 0.00 | 5.18K |
PRINCIPAL FINANCIAL GROUP INSOLE | COM | 7K | SH | $631.0K 0.16% | 0.00 | 0.00 | 7K |
ISHARES TRSOLE | ESG AWARE MSCI | 9.97K | SH | $468.8K 0.12% | 0.00 | 0.00 | 9.97K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 3.86K | SH | $433.0K 0.11% | 0.00 | 0.00 | 3.86K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.26K | SH | $432.0K 0.11% | 0.00 | 0.00 | 1.26K |
WELLS FARGO & COSOLE | COM | 4.26K | SH | $339.4K 0.08% | 0.00 | 0.00 | 4.26K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 8.62K | SH | $335.1K 0.08% | 0.00 | 0.00 | 8.62K |