CEDAR RAPIDS, IA
Allocation by class
Portfolio Concentration
Top 3 weight
7.6%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 25.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
25.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 74.90K | SH | $56.09M 2.68% | 0.00 | 0.00 | 74.90K |
NVIDIA CORPORATION COMSOLE | Stock | 257.34K | SH | $51.49M 2.46% | 0.00 | 0.00 | 257.34K |
APPLE INC COMSOLE | Stock | 177.68K | SH | $51.41M 2.46% | 0.00 | 0.00 | 177.68K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 51.66K | SH | $38.04M 1.82% | 0.00 | 0.00 | 51.66K |
ALPHABET INC CAP STK CL ASOLE | Stock | 101.73K | SH | $36.35M 1.74% | 0.00 | 0.00 | 101.73K |
FIDELITY BLUE CHIP GROWTH ETFSOLE | ETF | 553.61K | SH | $34.38M 1.64% | 0.00 | 0.00 | 553.61K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 45.99K | SH | $34.34M 1.64% | 0.00 | 0.00 | 45.99K |
VANGUARD GROWTH ETFSOLE | ETF | 364.20K | SH | $31.37M 1.50% | 0.00 | 0.00 | 364.20K |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 68.66K | SH | $29.28M 1.40% | 0.00 | 0.00 | 68.66K |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSOLE | ETF | 152.81K | SH | $29.11M 1.39% | 0.00 | 0.00 | 152.81K |
MICROSOFT CORP COMSOLE | Stock | 78K | SH | $29.09M 1.39% | 0.00 | 0.00 | 78K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 51.21K | SH | $25.62M 1.22% | 0.00 | 0.00 | 51.21K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 325.48K | SH | $25.10M 1.20% | 0.00 | 0.00 | 325.48K |
AMAZON COM INC COMSOLE | Stock | 99.44K | SH | $23.70M 1.13% | 0.00 | 0.00 | 99.44K |
BROADCOM INC COMSOLE | Stock | 58.68K | SH | $22.17M 1.06% | 0.00 | 0.00 | 58.68K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 132.11K | SH | $20.88M 1.00% | 0.00 | 0.00 | 132.11K |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 37.43K | SH | $19.55M 0.93% | 0.00 | 0.00 | 37.43K |
META PLATFORMS INC CL ASOLE | Stock | 33.41K | SH | $18.82M 0.90% | 0.00 | 0.00 | 33.41K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 305.79K | SH | $18.25M 0.87% | 0.00 | 0.00 | 305.79K |
JPMORGAN CHASE & CO COMSOLE | Stock | 54.77K | SH | $17.93M 0.86% | 0.00 | 0.00 | 54.77K |
VANGUARD MID-CAP ETFSOLE | ETF | 202.01K | SH | $16.28M 0.78% | 0.00 | 0.00 | 202.01K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 314.05K | SH | $15.48M 0.74% | 0.00 | 0.00 | 314.05K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 490.61K | SH | $14.44M 0.69% | 0.00 | 0.00 | 490.61K |
ISHARES MORNINGSTAR MID-CAP GROWTH ETFSOLE | ETF | 145.71K | SH | $14.32M 0.68% | 0.00 | 0.00 | 145.71K |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 303.53K | SH | $14.25M 0.68% | 0.00 | 0.00 | 303.53K |