MILFORD, MI
Allocation by class
Portfolio Concentration
Top 3 weight
48.3%
Top 10 weight
91.8%
Voting Authority Distribution
Total shares with voting rights: 4.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDRA Portfolio S&P 500 ETFSOLE | Exchange Traded Fund | 538.57K | SH | $47.33M 19.96% | 0.00 | 0.00 | 538.57K |
SPDRA Portfolio S&P 500 Growth ETFSOLE | Exchange Traded Fund | 291.15K | SH | $34.64M 14.61% | 0.00 | 0.00 | 291.15K |
Vanguard High Dividend Yield ETFSOLE | Exchange Traded Fund | 205.47K | SH | $32.47M 13.69% | 0.00 | 0.00 | 205.47K |
SPDRA Portfolio Aggregate Bond ETFSOLE | Exchange Traded Fund | 1.25M | SH | $31.95M 13.48% | 0.00 | 0.00 | 1.25M |
SPDRA Portfolio Developed Wld ex-US ETFSOLE | Exchange Traded Fund | 389.77K | SH | $19.64M 8.28% | 0.00 | 0.00 | 389.77K |
SPDR Portfolio High Yield Bond ETFSOLE | Exchange Traded Fund | 642.15K | SH | $15.05M 6.35% | 0.00 | 0.00 | 642.15K |
iShares Core 10 Year USD Bond ETFSOLE | Exchange Traded Fund | 280.66K | SH | $13.82M 5.83% | 0.00 | 0.00 | 280.66K |
SPDRA Portfolio S&P 400 Mid Cap ETFSOLE | Exchange Traded Fund | 144.17K | SH | $9.74M 4.11% | 0.00 | 0.00 | 144.17K |
Vanguard Short-Term Bond ETFSOLE | Exchange Traded Fund | 103.69K | SH | $8.08M 3.41% | 0.00 | 0.00 | 103.69K |
SPDRA Portfolio S&P 600 Sm Cap ETFSOLE | Exchange Traded Fund | 86.28K | SH | $4.98M 2.10% | 0.00 | 0.00 | 86.28K |
iShares Core US REIT ETFSOLE | Exchange Traded Fund | 71.67K | SH | $4.76M 2.01% | 0.00 | 0.00 | 71.67K |
SPDRA Portfolio Emerging Markets ETFSOLE | Exchange Traded Fund | 65.38K | SH | $3.39M 1.43% | 0.00 | 0.00 | 65.38K |
iShares Core S&P Total US Stock Mkt ETFSOLE | Exchange Traded Fund | 6.09K | SH | $1.00M 0.42% | 0.00 | 0.00 | 6.09K |
Caterpillar IncSOLE | Stock | 834.00 | SH | $888.0K 0.37% | 0.00 | 0.00 | 834.00 |
Vanguard Growth ETFSOLE | Exchange Traded Fund | 10.21K | SH | $879.1K 0.37% | 0.00 | 0.00 | 10.21K |
SPDRA S&P 500 ETF TrustSOLE | Exchange Traded Fund | 1.07K | SH | $803.0K 0.34% | 0.00 | 0.00 | 1.07K |
iShares Core S&P 500 ETFSOLE | Exchange Traded Fund | 846.00 | SH | $633.6K 0.27% | 0.00 | 0.00 | 846.00 |
Schwab US Large-Cap ETFSOLE | Exchange Traded Fund | 19.75K | SH | $581.3K 0.25% | 0.00 | 0.00 | 19.75K |
Apple IncSOLE | Stock | 1.67K | SH | $483.2K 0.20% | 0.00 | 0.00 | 1.67K |
Cummins IncSOLE | Stock | 609.00 | SH | $434.4K 0.18% | 0.00 | 0.00 | 609.00 |
iShares Russell 1000 Growth ETFSOLE | Exchange Traded Fund | 3.46K | SH | $430.0K 0.18% | 0.00 | 0.00 | 3.46K |
Vanguard Mid-Cap ETFSOLE | Exchange Traded Fund | 5.26K | SH | $424.2K 0.18% | 0.00 | 0.00 | 5.26K |
Invesco QQQ TrustSOLE | Exchange Traded Fund | 570.00 | SH | $419.7K 0.18% | 0.00 | 0.00 | 570.00 |
Schwab International Equity ETFSOLE | Exchange Traded Fund | 13.10K | SH | $362.9K 0.15% | 0.00 | 0.00 | 13.10K |
Vanguard Interm-Term Corp Bd ETFSOLE | Exchange Traded Fund | 4.21K | SH | $348.1K 0.15% | 0.00 | 0.00 | 4.21K |