BIRMINGHAM, MI
Allocation by class
Portfolio Concentration
Top 3 weight
56.2%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Full voting authority
1.54M
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 CORE S&P 500 ETFSOLE | ETF | 62.45K | SH | $46.77M 37.67% | 62.45K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 313.98K | SH | $15.82M 12.74% | 313.98K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 138.50K | SH | $7.17M 5.78% | 138.50K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 50.89K | SH | $4.47M 3.60% | 50.89K | 0.00 | 0.00 |
ARK 21SHARES BITCOIN ETFSOLE | ETF | 221.78K | SH | $4.32M 3.48% | 221.78K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 14.57K | SH | $4.22M 3.40% | 14.57K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 52.71K | SH | $3.76M 3.02% | 52.71K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.82K | SH | $3.31M 2.66% | 4.82K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 23.41K | SH | $2.79M 2.24% | 23.41K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 5.97K | SH | $2.51M 2.02% | 5.97K | 0.00 | 0.00 |
FRANKLIN MUNICIPAL HIGH YIELD ETFSOLE | ETF | 203.33K | SH | $2.42M 1.95% | 203.33K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 9.31K | SH | $2.22M 1.79% | 9.31K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 29.88K | SH | $1.78M 1.44% | 29.88K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 4.39K | SH | $1.64M 1.32% | 4.39K | 0.00 | 0.00 |
BITWISE BITCOIN ETF TRUSTSOLE | ETF | 41.72K | SH | $1.33M 1.07% | 41.72K | 0.00 | 0.00 |
ISHARES ETHEREUM TRUST ETFSOLE | ETF | 104.70K | SH | $1.24M 1.00% | 104.70K | 0.00 | 0.00 |
STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETFSOLE | ETF | 7.69K | SH | $1.17M 0.94% | 7.69K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 2.25K | SH | $920.1K 0.74% | 2.25K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 2.60K | SH | $849.4K 0.68% | 2.60K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 2.22K | SH | $792.1K 0.64% | 2.22K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 10.17K | SH | $773.8K 0.62% | 10.17K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 2K | SH | $755.4K 0.61% | 2K | 0.00 | 0.00 |
ISHARES MSCI USA QUALITY FACTOR ETFSOLE | ETF | 3.37K | SH | $738.8K 0.60% | 3.37K | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | Stock | 4.05K | SH | $687.5K 0.55% | 4.05K | 0.00 | 0.00 |
WD 40 CO COMSOLE | Stock | 2.80K | SH | $682.2K 0.55% | 2.80K | 0.00 | 0.00 |