DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
12.4%
Top 10 weight
24.2%
Voting Authority Distribution
Total shares with voting rights: 135.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
135.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRINCIPAL EXCHANGE TRADED FDSOLE | INTL EQUITY ETF | 11.04M | SH | $396.29M 4.77% | 0.00 | 0.00 | 11.04M |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 4.82M | SH | $357.55M 4.31% | 0.00 | 0.00 | 4.82M |
ISHARES TRSOLE | CORE S&P500 ETF | 371.94K | SH | $278.54M 3.35% | 0.00 | 0.00 | 371.94K |
PRINCIPAL EXCHANGE TRADED FDSOLE | CAP APP SEL ETF | 5.80M | SH | $192.35M 2.32% | 0.00 | 0.00 | 5.80M |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRIN U S SMALL | 2.46M | SH | $172.32M 2.07% | 0.00 | 0.00 | 2.46M |
PRINCIPAL EXCHANGE TRADED FDSOLE | FOCU BLUE CH ETF | 4.26M | SH | $154.13M 1.86% | 0.00 | 0.00 | 4.26M |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNC INVT GRAD | 6.44M | SH | $133.04M 1.60% | 0.00 | 0.00 | 6.44M |
GOLDMAN SACHS ETF TRSOLE | MARKETBETA US EQ | 1.21M | SH | $124.68M 1.50% | 0.00 | 0.00 | 1.21M |
NVIDIA CORPORATIONSOLE | COM | 512.19K | SH | $102.48M 1.23% | 0.00 | 0.00 | 512.19K |
APPLE INCSOLE | COM | 336.46K | SH | $97.36M 1.17% | 0.00 | 0.00 | 336.46K |
PRINCIPAL EXCHANGE TRADED FDSOLE | ACTIVE HIGH YL | 4.81M | SH | $91.73M 1.10% | 0.00 | 0.00 | 4.81M |
ISHARES TRSOLE | CORE US AGGBD ET | 893.30K | SH | $88.42M 1.06% | 0.00 | 0.00 | 893.30K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNCPL VLU ETF | 1.62M | SH | $87.21M 1.05% | 0.00 | 0.00 | 1.62M |
MICROSOFT CORPSOLE | COM | 233.75K | SH | $87.19M 1.05% | 0.00 | 0.00 | 233.75K |
AMAZON COM INCSOLE | COM | 347.64K | SH | $82.86M 1.00% | 0.00 | 0.00 | 347.64K |
ISHARES TRSOLE | CORE S&P US VLU | 671.26K | SH | $73.94M 0.89% | 0.00 | 0.00 | 671.26K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 838.88K | SH | $73.72M 0.89% | 0.00 | 0.00 | 838.88K |
ALPHABET INCSOLE | CAP STK CL A | 194.21K | SH | $69.40M 0.84% | 0.00 | 0.00 | 194.21K |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 1.48M | SH | $68.56M 0.83% | 0.00 | 0.00 | 1.48M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 168.60K | SH | $62.39M 0.75% | 0.00 | 0.00 | 168.60K |
GOLDMAN SACHS ETF TRSOLE | ACCESS US AGRAT | 1.51M | SH | $62.06M 0.75% | 0.00 | 0.00 | 1.51M |
ISHARES TRSOLE | RUS 1000 ETF | 147.17K | SH | $60.26M 0.73% | 0.00 | 0.00 | 147.17K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 428.59K | SH | $58.94M 0.71% | 0.00 | 0.00 | 428.59K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 1.27M | SH | $57.89M 0.70% | 0.00 | 0.00 | 1.27M |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 198.77K | SH | $56.76M 0.68% | 0.00 | 0.00 | 198.77K |