ROYAL OAK, MI
Allocation by class
Portfolio Concentration
Top 3 weight
60.5%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 10.95M
Full voting authority
10.95M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX ETFSOLE | ETF | 1.57M | SH | $281.8K 35.57% | 1.57M | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 2.21M | SH | $106.5K 13.44% | 2.21M | 0.00 | 0.00 |
ISHARES S&P SMALL-CAP 600 VALUE INDEX ETFSOLE | ETF | 1.10M | SH | $90.9K 11.47% | 1.10M | 0.00 | 0.00 |
VANGUARD FTSE PACIFIC INDEX ETFSOLE | ETF | 887.94K | SH | $51.0K 6.44% | 887.94K | 0.00 | 0.00 |
VANGUARD FTSE EUROPE INDEX ETFSOLE | ETF | 1.02M | SH | $47.2K 5.96% | 1.02M | 0.00 | 0.00 |
VANGUARD REAL ESTATE INDEX ETFSOLE | ETF | 374.71K | SH | $30.0K 3.79% | 374.71K | 0.00 | 0.00 |
VANGUARD TOTAL BOND INDEX ETFSOLE | ETF | 307.84K | SH | $22.0K 2.77% | 307.84K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 333.62K | SH | $15.9K 2.01% | 333.62K | 0.00 | 0.00 |
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSOLE | ETF | 286.82K | SH | $13.9K 1.75% | 286.82K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | ETF | 263.03K | SH | $13.6K 1.72% | 263.03K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 139.78K | SH | $11.1K 1.40% | 139.78K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 103.89K | SH | $10.0K 1.26% | 103.89K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 183.47K | SH | $9.3K 1.18% | 183.47K | 0.00 | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 266.11K | SH | $8.9K 1.13% | 266.11K | 0.00 | 0.00 |
ISHARES S&P NAT AMT-FREE MUNSOLE | ETF | 70.31K | SH | $7.2K 0.91% | 70.31K | 0.00 | 0.00 |
ISHARES CORE MSCI EUROPE ETFSOLE | ETF | 180.78K | SH | $7.1K 0.90% | 180.77K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BSOLE | ETF | 83.07K | SH | $6.1K 0.77% | 83.07K | 0.00 | 0.00 |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 141.85K | SH | $6.0K 0.75% | 141.85K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | ETF | 208.42K | SH | $5.8K 0.73% | 208.42K | 0.00 | 0.00 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFSOLE | ETF | 249.75K | SH | $5.0K 0.63% | 249.75K | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | ETF | 215.90K | SH | $4.8K 0.61% | 215.90K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 64.53K | SH | $4.8K 0.61% | 64.53K | 0.00 | 0.00 |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 115.20K | SH | $4.4K 0.55% | 115.20K | 0.00 | 0.00 |
ISHARES CORE MSCI PACIFIC ETFSOLE | ETF | 84.08K | SH | $4.0K 0.51% | 84.08K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 79.16K | SH | $3.8K 0.47% | 79.16K | 0.00 | 0.00 |