CEDAR RAPIDS, IA
Allocation by class
Portfolio Concentration
Top 3 weight
7.2%
Top 10 weight
17.6%
Voting Authority Distribution
Total shares with voting rights: 26.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
26.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 73.94K | SH | $48.30M 2.49% | 0.00 | 0.00 | 73.94K |
NVIDIA CORPORATION COMSOLE | Stock | 275.32K | SH | $48.02M 2.47% | 0.00 | 0.00 | 275.32K |
APPLE INC COMSOLE | Stock | 171.51K | SH | $43.53M 2.24% | 0.00 | 0.00 | 171.51K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 458.19K | SH | $30.94M 1.59% | 0.00 | 0.00 | 458.19K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 52.81K | SH | $30.48M 1.57% | 0.00 | 0.00 | 52.81K |
ALPHABET INC CAP STK CL ASOLE | Stock | 105.27K | SH | $30.27M 1.56% | 0.00 | 0.00 | 105.27K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 45.21K | SH | $29.40M 1.51% | 0.00 | 0.00 | 45.21K |
MICROSOFT CORP COMSOLE | Stock | 77.87K | SH | $28.83M 1.48% | 0.00 | 0.00 | 77.87K |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 71.16K | SH | $26.38M 1.36% | 0.00 | 0.00 | 71.16K |
VANGUARD GROWTH ETFSOLE | ETF | 60.34K | SH | $26.36M 1.36% | 0.00 | 0.00 | 60.34K |
FIDELITY BLUE CHIP GROWTH ETFSOLE | ETF | 516.53K | SH | $25.89M 1.33% | 0.00 | 0.00 | 516.53K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 52.47K | SH | $25.14M 1.30% | 0.00 | 0.00 | 52.47K |
AMAZON COM INC COMSOLE | Stock | 98.04K | SH | $20.42M 1.05% | 0.00 | 0.00 | 98.04K |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSOLE | ETF | 152.73K | SH | $20.30M 1.05% | 0.00 | 0.00 | 152.73K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 131.65K | SH | $19.50M 1.00% | 0.00 | 0.00 | 131.65K |
META PLATFORMS INC CL ASOLE | Stock | 33.12K | SH | $18.95M 0.98% | 0.00 | 0.00 | 33.12K |
BROADCOM INC COMSOLE | Stock | 58.72K | SH | $18.17M 0.94% | 0.00 | 0.00 | 58.72K |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 36.70K | SH | $17.00M 0.88% | 0.00 | 0.00 | 36.70K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 304.09K | SH | $16.44M 0.85% | 0.00 | 0.00 | 304.09K |
JPMORGAN CHASE & CO COMSOLE | Stock | 54.13K | SH | $15.92M 0.82% | 0.00 | 0.00 | 54.13K |
EXXON MOBIL CORP COMSOLE | Stock | 84.61K | SH | $14.35M 0.74% | 0.00 | 0.00 | 84.61K |
SPDR GOLD SHARESSOLE | ETF | 33.21K | SH | $14.29M 0.74% | 0.00 | 0.00 | 33.21K |
CHEVRON CORPORATION COMSOLE | Stock | 68.59K | SH | $14.19M 0.73% | 0.00 | 0.00 | 68.59K |
VANGUARD MID-CAP ETFSOLE | ETF | 49.41K | SH | $14.19M 0.73% | 0.00 | 0.00 | 49.41K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 304.62K | SH | $12.96M 0.67% | 0.00 | 0.00 | 304.62K |