MILFORD, MI
Allocation by class
Portfolio Concentration
Top 3 weight
48.4%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 4.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR Portfolio S&P 500 ETFSOLE | Exchange Traded Fund | 554.54K | SH | $42.44M 20.52% | 0.00 | 0.00 | 554.54K |
SPDR Portfolio Aggregate Bond ETFSOLE | Exchange Traded Fund | 1.14M | SH | $29.25M 14.14% | 0.00 | 0.00 | 1.14M |
Vanguard High Dividend Yield ETFSOLE | Exchange Traded Fund | 191.21K | SH | $28.32M 13.69% | 0.00 | 0.00 | 191.21K |
SPDR Portfolio S&P 500 Growth ETFSOLE | Exchange Traded Fund | 279.80K | SH | $27.40M 13.25% | 0.00 | 0.00 | 279.80K |
SPDR Portfolio High Yield Bond ETFSOLE | Exchange Traded Fund | 582.02K | SH | $13.57M 6.56% | 0.00 | 0.00 | 582.02K |
SPDR Portfolio Developed Wld exUS ETFSOLE | Exchange Traded Fund | 292.24K | SH | $13.34M 6.45% | 0.00 | 0.00 | 292.24K |
iShares Core 10 Year USD Bond ETFSOLE | Exchange Traded Fund | 253.47K | SH | $12.42M 6.00% | 0.00 | 0.00 | 253.47K |
SPDR Portfolio SP 400 Mid Cap ETFSOLE | Exchange Traded Fund | 136.63K | SH | $8.09M 3.91% | 0.00 | 0.00 | 136.63K |
Vanguard ShortTerm Bond ETFSOLE | Exchange Traded Fund | 94.13K | SH | $7.38M 3.57% | 0.00 | 0.00 | 94.13K |
SPDR Portfolio SP 600 Sm Cap ETFSOLE | Exchange Traded Fund | 85.20K | SH | $4.12M 1.99% | 0.00 | 0.00 | 85.20K |
iShares Core US REIT ETFSOLE | Exchange Traded Fund | 67.30K | SH | $3.98M 1.93% | 0.00 | 0.00 | 67.30K |
SPDR Portfolio Emerging Markets ETFSOLE | Exchange Traded Fund | 62.99K | SH | $2.95M 1.43% | 0.00 | 0.00 | 62.99K |
iShares Core S&P Total US Stock Mkt ETFSOLE | Exchange Traded Fund | 6.09K | SH | $867.5K 0.42% | 0.00 | 0.00 | 6.09K |
Vanguard Growth ETFSOLE | Exchange Traded Fund | 1.79K | SH | $781.9K 0.38% | 0.00 | 0.00 | 1.79K |
SPDR S&P 500 ETF TrustSOLE | Exchange Traded Fund | 1.13K | SH | $736.2K 0.36% | 0.00 | 0.00 | 1.13K |
Caterpillar IncSOLE | Stock | 829.00 | SH | $587.2K 0.28% | 0.00 | 0.00 | 829.00 |
iShares Core SP 500 ETFSOLE | Exchange Traded Fund | 889.00 | SH | $580.7K 0.28% | 0.00 | 0.00 | 889.00 |
Schwab US Large Cap ETFSOLE | Exchange Traded Fund | 22.03K | SH | $564.9K 0.27% | 0.00 | 0.00 | 22.03K |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 1.50K | SH | $430.0K 0.21% | 0.00 | 0.00 | 1.50K |
Vanguard Total Stock Market ETFSOLE | Exchange Traded Fund | 1.14K | SH | $364.4K 0.18% | 0.00 | 0.00 | 1.14K |
iShares Core US Aggregate Bond ETFSOLE | Exchange Traded Fund | 3.51K | SH | $348.3K 0.17% | 0.00 | 0.00 | 3.51K |
Vanguard Interm-Term Corp Bd ETFSOLE | Exchange Traded Fund | 4.06K | SH | $336.2K 0.16% | 0.00 | 0.00 | 4.06K |
Cummins IncSOLE | Stock | 609.00 | SH | $327.7K 0.16% | 0.00 | 0.00 | 609.00 |
Berkshire Hathaway Class BSOLE | Stock | 605.00 | SH | $289.9K 0.14% | 0.00 | 0.00 | 605.00 |
Xcel Energy IncSOLE | Stock | 3.59K | SH | $285.2K 0.14% | 0.00 | 0.00 | 3.59K |