GRAND JUNCTION, CO
Allocation by class
Portfolio Concentration
Top 3 weight
30.7%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 7.37M
Full voting authority
7.37M
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 |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFSOLE | ETF | 825.50K | SH | $65.26M 13.37% | 825.50K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 141.46K | SH | $45.38M 9.30% | 141.46K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 474.47K | SH | $39.26M 8.04% | 474.47K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 717.52K | SH | $36.31M 7.44% | 717.52K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 370.56K | SH | $28.60M 5.86% | 370.56K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 923.44K | SH | $22.86M 4.68% | 923.44K | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFSOLE | ETF | 269.50K | SH | $13.74M 2.82% | 269.50K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSOLE | ETF | 237.10K | SH | $10.82M 2.22% | 237.10K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 155.02K | SH | $9.93M 2.04% | 155.02K | 0.00 | 0.00 |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 386K | SH | $9.37M 1.92% | 386K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 185.56K | SH | $9.28M 1.90% | 185.56K | 0.00 | 0.00 |
JPMORGAN BETABUILDERS U.S. EQUITY ETFSOLE | ETF | 66.03K | SH | $7.74M 1.59% | 66.03K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 273.02K | SH | $7.00M 1.43% | 273.02K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELDSOLE | ETF | 39.57K | SH | $5.86M 1.20% | 39.57K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 76.64K | SH | $5.35M 1.10% | 76.64K | 0.00 | 0.00 |
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 88.87K | SH | $4.49M 0.92% | 88.87K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 22.71K | SH | $3.96M 0.81% | 22.71K | 0.00 | 0.00 |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 145.66K | SH | $3.66M 0.75% | 145.66K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 38.25K | SH | $3.51M 0.72% | 38.25K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 11.77K | SH | $3.38M 0.69% | 11.77K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFSOLE | ETF | 112.19K | SH | $3.37M 0.69% | 112.19K | 0.00 | 0.00 |
STATE STREET SPDR ICE PREFERRED SECURITIES ETFSOLE | ETF | 102.31K | SH | $3.16M 0.65% | 102.31K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 12.32K | SH | $3.13M 0.64% | 12.32K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 7.44K | SH | $2.75M 0.56% | 7.44K | 0.00 | 0.00 |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 24.66K | SH | $2.62M 0.54% | 24.66K | 0.00 | 0.00 |