BIRMINGHAM, MI
Allocation by class
Portfolio Concentration
Top 3 weight
53.4%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Full voting authority
2.05M
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 | 58.68K | SH | $38.33M 33.37% | 58.68K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 290.36K | SH | $13.25M 11.54% | 290.36K | 0.00 | 0.00 |
RIVERNORTH CAP AND INCM FD INC COMSOLE | CEF | 673.26K | SH | $9.80M 8.53% | 673.26K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 131.21K | SH | $6.16M 5.36% | 131.21K | 0.00 | 0.00 |
ARK 21SHARES BITCOIN ETFSOLE | ETF | 222.35K | SH | $5.00M 4.35% | 222.35K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 51.10K | SH | $3.91M 3.41% | 51.10K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 14.54K | SH | $3.69M 3.21% | 14.54K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 50.53K | SH | $3.24M 2.82% | 50.53K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 4.79K | SH | $2.86M 2.49% | 4.79K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 6.36K | SH | $2.36M 2.06% | 6.36K | 0.00 | 0.00 |
FRANKLIN MUNICIPAL HIGH YIELD ETFSOLE | ETF | 186.75K | SH | $2.15M 1.87% | 186.75K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSOLE | ETF | 19.70K | SH | $1.93M 1.68% | 19.70K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 9.08K | SH | $1.89M 1.65% | 9.08K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 4.59K | SH | $1.70M 1.48% | 4.59K | 0.00 | 0.00 |
ISHARES ETHEREUM TRUST ETFSOLE | ETF | 106.14K | SH | $1.68M 1.46% | 106.14K | 0.00 | 0.00 |
BITWISE BITCOIN ETF TRUSTSOLE | ETF | 44.86K | SH | $1.65M 1.44% | 44.86K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 28.46K | SH | $1.54M 1.34% | 28.46K | 0.00 | 0.00 |
STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETFSOLE | ETF | 7.13K | SH | $1.02M 0.89% | 7.13K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 2.38K | SH | $849.3K 0.74% | 2.38K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 4.64K | SH | $787.7K 0.69% | 4.64K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 2.59K | SH | $762.1K 0.66% | 2.59K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 10.18K | SH | $696.9K 0.61% | 10.18K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 1.96K | SH | $606.3K 0.53% | 1.96K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 2.10K | SH | $605.0K 0.53% | 2.10K | 0.00 | 0.00 |
WD 40 CO COMSOLE | Stock | 2.80K | SH | $571.0K 0.50% | 2.80K | 0.00 | 0.00 |