STRONGSVILLE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Full voting authority
1.01M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 57.47K | SH | $18.44M 15.64% | 57.47K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 8.95K | SH | $6.24M 5.29% | 8.95K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 60.19K | SH | $5.31M 4.50% | 60.19K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 48.27K | SH | $5.23M 4.43% | 48.27K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 20.82K | SH | $4.23M 3.58% | 20.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 40.37K | SH | $3.92M 3.33% | 40.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.51K | SH | $3.89M 3.30% | 10.51K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.23K | SH | $3.61M 3.06% | 14.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.74K | SH | $3.38M 2.86% | 11.74K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 8.18K | SH | $2.93M 2.48% | 8.18K | 0.00 | 0.00 |
INVESCO CURRENCYSHARES SWISSSOLE | SWISS FRANC | 21.48K | SH | $2.37M 2.01% | 21.48K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 11.62K | SH | $2.24M 1.90% | 11.62K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 3.97K | SH | $2.14M 1.81% | 3.97K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 3.80K | SH | $2.09M 1.77% | 3.80K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 70.55K | SH | $1.84M 1.56% | 70.55K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.89K | SH | $1.73M 1.47% | 5.89K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 5.68K | SH | $1.73M 1.47% | 5.68K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 32.27K | SH | $1.70M 1.44% | 32.27K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP FUND | 22.83K | SH | $1.53M 1.30% | 22.83K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 16.96K | SH | $1.49M 1.26% | 16.96K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 6.32K | SH | $1.43M 1.21% | 6.32K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 6.86K | SH | $1.41M 1.20% | 6.86K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 10.04K | SH | $1.36M 1.15% | 10.04K | 0.00 | 0.00 |
ISHARES TRSOLE | US INDUSTRIALS | 8.89K | SH | $1.31M 1.11% | 8.89K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 3.95K | SH | $1.30M 1.10% | 3.95K | 0.00 | 0.00 |