HOLLAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Full voting authority
2.54M
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 | 80.43K | SH | $16.09M 4.94% | 80.43K | 0.00 | 0.00 |
Vanguard Short Duration Tax-Exm Bd ETFSOLE | ETF | 163.89K | SH | $12.56M 3.86% | 163.89K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 15.74K | SH | $10.81M 3.32% | 15.74K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | ETF | 28.23K | SH | $10.45M 3.21% | 28.23K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | ETF | 13.54K | SH | $10.14M 3.12% | 13.54K | 0.00 | 0.00 |
Vanguard Short-Term Tax-Exmpt Bd ETFSOLE | ETF | 92.42K | SH | $9.36M 2.88% | 92.42K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | ETF | 25.77K | SH | $7.81M 2.40% | 25.77K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | ETF | 94.02K | SH | $7.58M 2.33% | 94.02K | 0.00 | 0.00 |
Apple IncSOLE | COM | 23.36K | SH | $6.76M 2.08% | 23.36K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | ETF | 8.83K | SH | $6.59M 2.02% | 8.83K | 0.00 | 0.00 |
Vanguard Intermediate-Term Tax-Exempt Bond ETFSOLE | ETF | 63.41K | SH | $6.40M 1.97% | 63.41K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 16.89K | SH | $6.30M 1.94% | 16.89K | 0.00 | 0.00 |
Sandisk CorpSOLE | COM | 2.35K | SH | $5.34M 1.64% | 2.35K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 5.22K | SH | $4.88M 1.50% | 5.22K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 4.01K | SH | $4.63M 1.42% | 4.01K | 0.00 | 0.00 |
Vanguard FTSE Developed MarketSOLE | ETF | 61.13K | SH | $4.36M 1.34% | 61.13K | 0.00 | 0.00 |
Vanguard Core Tax-Exempt Bond ETFSOLE | ETF | 52.78K | SH | $4.03M 1.24% | 52.78K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 11.11K | SH | $3.97M 1.22% | 11.11K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 11.16K | SH | $3.81M 1.17% | 11.16K | 0.00 | 0.00 |
Strive 500 ETFSOLE | ETF | 75.86K | SH | $3.66M 1.13% | 75.86K | 0.00 | 0.00 |
General Electric CoSOLE | COM | 8.56K | SH | $3.20M 0.98% | 8.56K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 12.34K | SH | $3.10M 0.95% | 12.34K | 0.00 | 0.00 |
HNI CorpSOLE | COM | 75.98K | SH | $3.07M 0.94% | 75.98K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 2.47K | SH | $2.96M 0.91% | 2.47K | 0.00 | 0.00 |
Visa IncSOLE | COM | 8.16K | SH | $2.80M 0.86% | 8.16K | 0.00 | 0.00 |