DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
9.6%
Top 10 weight
21.9%
Voting Authority Distribution
Total shares with voting rights: 115.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
115.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 4.74M | SH | $304.64M 4.47% | 0.00 | 0.00 | 4.74M |
ISHARES TRSOLE | CORE S&P500 ETF | 309.60K | SH | $202.23M 2.97% | 0.00 | 0.00 | 309.60K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRIN U S SMALL | 2.54M | SH | $145.39M 2.13% | 0.00 | 0.00 | 2.54M |
PRINCIPAL EXCHANGE TRADED FDSOLE | INTL EQUITY ETF | 4.14M | SH | $140.66M 2.06% | 0.00 | 0.00 | 4.14M |
PRINCIPAL EXCHANGE TRADED FDSOLE | CAP APPRECIATION | 4.82M | SH | $139.71M 2.05% | 0.00 | 0.00 | 4.82M |
PRINCIPAL EXCHANGE TRADED FDSOLE | FOCUSED BLUE CHI | 4.25M | SH | $139.22M 2.04% | 0.00 | 0.00 | 4.25M |
ISHARES TRSOLE | CORE US AGGBD ET | 1.36M | SH | $134.77M 1.98% | 0.00 | 0.00 | 1.36M |
GOLDMAN SACHS ETF TRSOLE | MARKETBETA US EQ | 1.16M | SH | $103.71M 1.52% | 0.00 | 0.00 | 1.16M |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNC INVT GRAD | 4.85M | SH | $100.16M 1.47% | 0.00 | 0.00 | 4.85M |
NVIDIA CORPORATIONSOLE | COM | 480.36K | SH | $83.77M 1.23% | 0.00 | 0.00 | 480.36K |
MICROSOFT CORPSOLE | COM | 223.93K | SH | $82.89M 1.22% | 0.00 | 0.00 | 223.93K |
APPLE INCSOLE | COM | 314.96K | SH | $79.93M 1.17% | 0.00 | 0.00 | 314.96K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRNCPL VLU ETF | 1.43M | SH | $73.55M 1.08% | 0.00 | 0.00 | 1.43M |
ISHARES TRSOLE | CORE S&P US VLU | 702.08K | SH | $71.79M 1.05% | 0.00 | 0.00 | 702.08K |
AMAZON COM INCSOLE | COM | 338.86K | SH | $70.57M 1.04% | 0.00 | 0.00 | 338.86K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 866.61K | SH | $66.33M 0.97% | 0.00 | 0.00 | 866.61K |
ISHARES TRSOLE | RUS 1000 ETF | 182.40K | SH | $65.04M 0.95% | 0.00 | 0.00 | 182.40K |
PRINCIPAL EXCHANGE TRADED FDSOLE | ACTIVE HIGH YL | 3.34M | SH | $63.26M 0.93% | 0.00 | 0.00 | 3.34M |
GOLDMAN SACHS ETF TRSOLE | ACCESS US AGRAT | 1.45M | SH | $59.73M 0.88% | 0.00 | 0.00 | 1.45M |
ISHARES TRSOLE | CORE MSCI EAFE | 638.34K | SH | $57.79M 0.85% | 0.00 | 0.00 | 638.34K |
ISHARES INCSOLE | CORE MSCI EMKT | 803.50K | SH | $56.04M 0.82% | 0.00 | 0.00 | 803.50K |
ALPHABET INCSOLE | CAP STK CL A | 194.77K | SH | $56.01M 0.82% | 0.00 | 0.00 | 194.77K |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 1.37M | SH | $54.87M 0.80% | 0.00 | 0.00 | 1.37M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 170.31K | SH | $54.64M 0.80% | 0.00 | 0.00 | 170.31K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.95M | SH | $51.86M 0.76% | 0.00 | 0.00 | 1.95M |