SOUTHFIELD, MI
Allocation by class
Portfolio Concentration
Top 3 weight
77.0%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 7.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 1.46M | SH | $871.87M 56.39% | 0.00 | 0.00 | 1.46M |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 830.77K | SH | $170.97M 11.06% | 0.00 | 0.00 | 830.77K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 2.31M | SH | $147.73M 9.56% | 0.00 | 0.00 | 2.31M |
VANGUARD LARGE-CAP ETFSOLE | ETF | 287.06K | SH | $85.79M 5.55% | 0.00 | 0.00 | 287.06K |
VANGUARD SMALL CAP VALUE ETFSOLE | ETF | 130.78K | SH | $28.41M 1.84% | 0.00 | 0.00 | 130.78K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 226.02K | SH | $23.99M 1.55% | 0.00 | 0.00 | 226.02K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 30.22K | SH | $19.65M 1.27% | 0.00 | 0.00 | 30.22K |
SCHWAB U.S. MID-CAP ETFSOLE | ETF | 604.75K | SH | $18.72M 1.21% | 0.00 | 0.00 | 604.75K |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 320.41K | SH | $14.63M 0.95% | 0.00 | 0.00 | 320.41K |
APPLE INC COMSOLE | Stock | 49.05K | SH | $12.45M 0.81% | 0.00 | 0.00 | 49.05K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 14.38K | SH | $9.39M 0.61% | 0.00 | 0.00 | 14.38K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 20.95K | SH | $6.72M 0.43% | 0.00 | 0.00 | 20.95K |
MICROSOFT CORP COMSOLE | Stock | 15.14K | SH | $5.60M 0.36% | 0.00 | 0.00 | 15.14K |
JOHNSON & JOHNSON COMSOLE | Stock | 13.58K | SH | $3.32M 0.21% | 0.00 | 0.00 | 13.58K |
VANGUARD GROWTH ETFSOLE | ETF | 7.59K | SH | $3.32M 0.21% | 0.00 | 0.00 | 7.59K |
AMAZON COM INC COMSOLE | Stock | 14.08K | SH | $2.93M 0.19% | 0.00 | 0.00 | 14.08K |
ALPHABET INC CAP STK CL ASOLE | Stock | 9.74K | SH | $2.80M 0.18% | 0.00 | 0.00 | 9.74K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 5.60K | SH | $2.69M 0.17% | 0.00 | 0.00 | 5.60K |
JPMORGAN CHASE & CO COMSOLE | Stock | 8.96K | SH | $2.64M 0.17% | 0.00 | 0.00 | 8.96K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 4.37K | SH | $2.52M 0.16% | 0.00 | 0.00 | 4.37K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 5.25K | SH | $2.24M 0.14% | 0.00 | 0.00 | 5.25K |
ALPHABET INC CAP STK CL CSOLE | Stock | 7.60K | SH | $2.18M 0.14% | 0.00 | 0.00 | 7.60K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 11.39K | SH | $1.69M 0.11% | 0.00 | 0.00 | 11.39K |
DTE ENERGY CO COMSOLE | Stock | 11.42K | SH | $1.67M 0.11% | 0.00 | 0.00 | 11.42K |
EXXON MOBIL CORP COMSOLE | Stock | 9.56K | SH | $1.62M 0.10% | 0.00 | 0.00 | 9.56K |