HOLLAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
2.13M
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 | 79.67K | SH | $13.89M 5.22% | 79.67K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 28.48K | SH | $9.14M 3.43% | 28.48K | 0.00 | 0.00 |
Vanguard Short Duration Tax-Exm Bd ETFSOLE | ETF | 119.05K | SH | $9.08M 3.41% | 119.05K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | ETF | 12.68K | SH | $8.28M 3.11% | 12.68K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 12.26K | SH | $7.32M 2.75% | 12.26K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | ETF | 21.69K | SH | $6.23M 2.34% | 21.69K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | ETF | 23.19K | SH | $6.07M 2.28% | 23.19K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 15.52K | SH | $5.74M 2.16% | 15.52K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | ETF | 8.81K | SH | $5.73M 2.15% | 8.81K | 0.00 | 0.00 |
Apple IncSOLE | COM | 22.39K | SH | $5.68M 2.13% | 22.39K | 0.00 | 0.00 |
Vanguard Intermediate-Term Tax-Exempt Bond ETFSOLE | ETF | 55.29K | SH | $5.53M 2.07% | 55.29K | 0.00 | 0.00 |
Vanguard Short-Term Tax-Exmpt Bd ETFSOLE | ETF | 52.87K | SH | $5.35M 2.01% | 52.87K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 5.01K | SH | $4.99M 1.87% | 5.01K | 0.00 | 0.00 |
Vanguard Core Tax-Exempt Bond ETFSOLE | ETF | 50.98K | SH | $3.83M 1.44% | 50.98K | 0.00 | 0.00 |
Palantir Technologies IncSOLE | COM | 22.30K | SH | $3.26M 1.22% | 22.30K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 10.87K | SH | $3.12M 1.17% | 10.87K | 0.00 | 0.00 |
Strive 500 ETFSOLE | ETF | 74.14K | SH | $3.11M 1.17% | 74.14K | 0.00 | 0.00 |
Vanguard FTSE Developed MarketSOLE | ETF | 45.08K | SH | $2.89M 1.08% | 45.08K | 0.00 | 0.00 |
SPDR Gold SharesSOLE | ETF | 6.49K | SH | $2.79M 1.05% | 6.49K | 0.00 | 0.00 |
TJX Cos Inc/TheSOLE | COM | 16.89K | SH | $2.70M 1.01% | 16.89K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 12.23K | SH | $2.66M 1.00% | 12.23K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 4.96K | SH | $2.48M 0.93% | 4.96K | 0.00 | 0.00 |
Akre Focus ETFSOLE | ETF | 45.35K | SH | $2.40M 0.90% | 45.35K | 0.00 | 0.00 |
Visa IncSOLE | COM | 7.84K | SH | $2.37M 0.89% | 7.84K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 11.11K | SH | $2.30M 0.86% | 11.11K | 0.00 | 0.00 |