PLYMOUTH, MN
Allocation by class
Portfolio Concentration
Top 3 weight
20.8%
Top 10 weight
50.6%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 543.61K | SH | $10.69M 8.11% | 0.00 | 0.00 | 543.61K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 113.55K | SH | $8.41M 6.38% | 0.00 | 0.00 | 113.55K |
SCHWAB US BROAD MARKET ETFSOLE | ETF | 329.11K | SH | $8.26M 6.26% | 0.00 | 0.00 | 329.11K |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 94.26K | SH | $7.01M 5.31% | 0.00 | 0.00 | 94.26K |
SCHWAB US LARGE-CAP VALUE ETFSOLE | ETF | 192.94K | SH | $5.88M 4.46% | 0.00 | 0.00 | 192.94K |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETFSOLE | ETF | 40.08K | SH | $5.84M 4.43% | 0.00 | 0.00 | 40.08K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 21.76K | SH | $5.70M 4.32% | 0.00 | 0.00 | 21.76K |
SCHWAB INTL EQUITY ETFSOLE | ETF | 206.99K | SH | $5.12M 3.88% | 0.00 | 0.00 | 206.99K |
VANGUARD SMALL-CAP VALUE ETFSOLE | ETF | 23.57K | SH | $5.12M 3.88% | 0.00 | 0.00 | 23.57K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 14.58K | SH | $4.68M 3.55% | 0.00 | 0.00 | 14.58K |
SCHWAB US SMALL-CAP ETFSOLE | ETF | 143.55K | SH | $4.17M 3.17% | 0.00 | 0.00 | 143.55K |
SPDR PORTFOLIO SP 500 MOMENTUM ETFSOLE | ETF | 49.50K | SH | $3.79M 2.87% | 0.00 | 0.00 | 49.50K |
WISDOMTREE INTL SMALLCAP DIVIDEND FUNDSOLE | ETF | 37.27K | SH | $3.04M 2.30% | 0.00 | 0.00 | 37.27K |
VANGUARD VALUE ETFSOLE | ETF | 13.23K | SH | $2.60M 1.97% | 0.00 | 0.00 | 13.23K |
SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 54.19K | SH | $2.54M 1.93% | 0.00 | 0.00 | 54.19K |
AVANTIS INTL SMALL CAP VALUE ETFSOLE | ETF | 25.14K | SH | $2.51M 1.90% | 0.00 | 0.00 | 25.14K |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | ETF | 3.26K | SH | $2.27M 1.72% | 0.00 | 0.00 | 3.26K |
WISDOMTREE TRUE DEVELOPED INTL FUNDSOLE | ETF | 31K | SH | $2.11M 1.60% | 0.00 | 0.00 | 31K |
SCHWAB INTL SMALL-CAP EQUITY ETFSOLE | ETF | 43.45K | SH | $2.03M 1.54% | 0.00 | 0.00 | 43.45K |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 12.08K | SH | $1.83M 1.39% | 0.00 | 0.00 | 12.08K |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 51.48K | SH | $1.70M 1.29% | 0.00 | 0.00 | 51.48K |
SPDR SP 600 SMALL CAP VALUE ETFSOLE | ETF | 16.96K | SH | $1.60M 1.22% | 0.00 | 0.00 | 16.96K |
APPLE INCSOLE | COM | 6.27K | SH | $1.59M 1.21% | 0.00 | 0.00 | 6.27K |
SPDR PORTFOLIO SP 600 SMALL CAP ETFSOLE | ETF | 32.88K | SH | $1.59M 1.20% | 0.00 | 0.00 | 32.88K |
BERKSHIRE HATHAWAY INCSOLE | COM CL B | 3.31K | SH | $1.58M 1.20% | 0.00 | 0.00 | 3.31K |