HOLLAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
31.7%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Full voting authority
2.62M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 82K | SH | $18.73M 5.50% | 82K | 0.00 | 0.00 |
Vanguard Short Duration Tax-Exm Bd ETFSOLE | ETF | 179.76K | SH | $13.37M 3.93% | 179.76K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 17.52K | SH | $12.28M 3.61% | 17.52K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 31.46K | SH | $11.77M 3.46% | 31.46K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | ETF | 13.53K | SH | $10.36M 3.04% | 13.53K | 0.00 | 0.00 |
Vanguard Short-Term Tax-Exmpt Bd ETFSOLE | ETF | 100.97K | SH | $9.96M 2.92% | 100.97K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 16.93K | SH | $8.69M 2.55% | 16.93K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | ETF | 98.23K | SH | $7.70M 2.26% | 98.23K | 0.00 | 0.00 |
Apple IncSOLE | COM | 23.11K | SH | $7.70M 2.26% | 23.11K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | ETF | 26.56K | SH | $7.56M 2.22% | 26.56K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | ETF | 8.83K | SH | $6.73M 1.98% | 8.83K | 0.00 | 0.00 |
Vanguard Intermediate-Term Tax-Exempt Bond ETFSOLE | ETF | 65.25K | SH | $6.22M 1.83% | 65.25K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 5.22K | SH | $4.75M 1.39% | 5.22K | 0.00 | 0.00 |
Vanguard FTSE Developed MarketSOLE | ETF | 67.11K | SH | $4.74M 1.39% | 67.11K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 4.11K | SH | $4.38M 1.29% | 4.11K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 10.89K | SH | $4.33M 1.27% | 10.89K | 0.00 | 0.00 |
Palantir Technologies IncSOLE | COM | 22.35K | SH | $4.18M 1.23% | 22.35K | 0.00 | 0.00 |
Sandisk CorpSOLE | COM | 2.32K | SH | $4.03M 1.18% | 2.32K | 0.00 | 0.00 |
Vanguard Core Tax-Exempt Bond ETFSOLE | ETF | 55.63K | SH | $3.98M 1.17% | 55.63K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 11.14K | SH | $3.83M 1.13% | 11.14K | 0.00 | 0.00 |
Strive 500 ETFSOLE | ETF | 77.13K | SH | $3.80M 1.12% | 77.13K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 12.35K | SH | $3.23M 0.95% | 12.35K | 0.00 | 0.00 |
Visa IncSOLE | COM | 8.70K | SH | $3.13M 0.92% | 8.70K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 2.62K | SH | $3.04M 0.89% | 2.62K | 0.00 | 0.00 |
CrowdStrike Holdings IncSOLE | COM | 11.02K | SH | $2.92M 0.86% | 11.02K | 0.00 | 0.00 |