LANSING, MI
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 20.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
20.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 VAL ETF | 716.71K | SH | $151.34M 7.88% | 0.00 | 0.00 | 716.71K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 1.16M | SH | $131.74M 6.86% | 0.00 | 0.00 | 1.16M |
ISHARES TRSOLE | CORE MSCI EAFE | 1M | SH | $90.59M 4.72% | 0.00 | 0.00 | 1M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 110.68K | SH | $66.12M 3.44% | 0.00 | 0.00 | 110.68K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 1.30M | SH | $59.10M 3.08% | 0.00 | 0.00 | 1.30M |
APPLE INCSOLE | COM | 208.34K | SH | $52.89M 2.75% | 0.00 | 0.00 | 208.34K |
ISHARES TRSOLE | CORE S&P500 ETF | 55.69K | SH | $36.36M 1.89% | 0.00 | 0.00 | 55.69K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 391.27K | SH | $35.27M 1.84% | 0.00 | 0.00 | 391.27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 352.65K | SH | $33.84M 1.76% | 0.00 | 0.00 | 352.65K |
ISHARES TRSOLE | S&P MC 400VL ETF | 252.26K | SH | $33.42M 1.74% | 0.00 | 0.00 | 252.26K |
ISHARES TRSOLE | MSCI USA MIN VOL | 328.56K | SH | $30.46M 1.59% | 0.00 | 0.00 | 328.56K |
ISHARES TRSOLE | CORE S&P SCP ETF | 233.58K | SH | $29.04M 1.51% | 0.00 | 0.00 | 233.58K |
NVIDIA CORPORATIONSOLE | COM | 147.94K | SH | $25.79M 1.34% | 0.00 | 0.00 | 147.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 638.49K | SH | $24.81M 1.29% | 0.00 | 0.00 | 638.49K |
ISHARES TRSOLE | CORE S&P TTL STK | 172.87K | SH | $24.62M 1.28% | 0.00 | 0.00 | 172.87K |
STRYKER CORPORATIONSOLE | COM | 63.55K | SH | $20.88M 1.09% | 0.00 | 0.00 | 63.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 43.38K | SH | $20.79M 1.08% | 0.00 | 0.00 | 43.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 270.82K | SH | $20.72M 1.08% | 0.00 | 0.00 | 270.82K |
ISHARES INCSOLE | CORE MSCI EMKT | 283.94K | SH | $19.80M 1.03% | 0.00 | 0.00 | 283.94K |
MICROSOFT CORPSOLE | COM | 52.13K | SH | $19.30M 1.00% | 0.00 | 0.00 | 52.13K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 338.98K | SH | $17.07M 0.89% | 0.00 | 0.00 | 338.98K |
ALPHABET INCSOLE | CAP STK CL C | 57.87K | SH | $16.60M 0.86% | 0.00 | 0.00 | 57.87K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 490.71K | SH | $16.56M 0.86% | 0.00 | 0.00 | 490.71K |
AMAZON COM INCSOLE | COM | 74.87K | SH | $15.59M 0.81% | 0.00 | 0.00 | 74.87K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.16K | SH | $13.37M 0.70% | 0.00 | 0.00 | 23.16K |