LANSING, MI
Allocation by class
Portfolio Concentration
Top 3 weight
20.4%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 21.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
21.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 1.30M | SH | $179.28M 8.21% | 0.00 | 0.00 | 1.30M |
ISHARES TRSOLE | S&P 500 VAL ETF | 740.56K | SH | $168.18M 7.70% | 0.00 | 0.00 | 740.56K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.03M | SH | $99.25M 4.54% | 0.00 | 0.00 | 1.03M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 119.37K | SH | $81.98M 3.75% | 0.00 | 0.00 | 119.37K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 1.36M | SH | $62.09M 2.84% | 0.00 | 0.00 | 1.36M |
APPLE INCSOLE | COM | 212.15K | SH | $61.40M 2.81% | 0.00 | 0.00 | 212.15K |
ISHARES TRSOLE | CORE S&P500 ETF | 55.73K | SH | $41.75M 1.91% | 0.00 | 0.00 | 55.73K |
SPDR SERIES TRUSTSOLE | ST STR SP400GRW | 353.92K | SH | $39.69M 1.82% | 0.00 | 0.00 | 353.92K |
ISHARES TRSOLE | S&P MC 400VL ETF | 250.71K | SH | $37.05M 1.70% | 0.00 | 0.00 | 250.71K |
ISHARES TRSOLE | CORE S&P SCP ETF | 223.81K | SH | $33.20M 1.52% | 0.00 | 0.00 | 223.81K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 356.60K | SH | $32.75M 1.50% | 0.00 | 0.00 | 356.60K |
NVIDIA CORPORATIONSOLE | COM | 150.65K | SH | $30.13M 1.38% | 0.00 | 0.00 | 150.65K |
ISHARES TRSOLE | CORE S&P TTL STK | 170.45K | SH | $28.00M 1.28% | 0.00 | 0.00 | 170.45K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 630.64K | SH | $27.98M 1.28% | 0.00 | 0.00 | 630.64K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 293.69K | SH | $25.79M 1.18% | 0.00 | 0.00 | 293.69K |
ISHARES TRSOLE | MSCI USA MIN ETF | 257.44K | SH | $24.84M 1.14% | 0.00 | 0.00 | 257.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 284.30K | SH | $23.55M 1.08% | 0.00 | 0.00 | 284.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 43.69K | SH | $21.86M 1.00% | 0.00 | 0.00 | 43.69K |
ALPHABET INCSOLE | CAP STK CL C | 60.77K | SH | $21.46M 0.98% | 0.00 | 0.00 | 60.77K |
MICROSOFT CORPSOLE | COM | 52.98K | SH | $19.77M 0.90% | 0.00 | 0.00 | 52.98K |
STRYKER CORPORATIONSOLE | COM | 60.36K | SH | $19.00M 0.87% | 0.00 | 0.00 | 60.36K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 343.93K | SH | $17.38M 0.80% | 0.00 | 0.00 | 343.93K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 22.89K | SH | $16.85M 0.77% | 0.00 | 0.00 | 22.89K |
AMAZON COM INCSOLE | COM | 70.01K | SH | $16.68M 0.76% | 0.00 | 0.00 | 70.01K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 469.69K | SH | $15.84M 0.73% | 0.00 | 0.00 | 469.69K |