PORTAGE, MI
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 5.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR MSCI USA MIN VOLSOLE | MSCI USA MIN VOL | 472.23K | SH | $34.05M 8.11% | 0.00 | 0.00 | 472.23K |
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFSOLE | ACTIVEBETA US LG | 437.90K | SH | $33.34M 7.94% | 0.00 | 0.00 | 437.90K |
ISHARES TR CORE S&P MCP ETFSOLE | CORE S&P MCP ETF | 136.29K | SH | $32.97M 7.85% | 0.00 | 0.00 | 136.29K |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 76.66K | SH | $29.45M 7.01% | 0.00 | 0.00 | 76.66K |
STRYKER CORPORATIONSOLE | COM | 116.48K | SH | $28.48M 6.78% | 0.00 | 0.00 | 116.48K |
ISHARES TR CORE DIV GRWTHSOLE | CORE DIV GRWTH | 545.97K | SH | $27.30M 6.50% | 0.00 | 0.00 | 545.97K |
APPLE INCORPORATEDSOLE | COM | 189.49K | SH | $24.62M 5.86% | 0.00 | 0.00 | 189.49K |
ISHARES TRUST MSCI USA SMALL CAPSOLE | MSCI USA SML CP | 222.94K | SH | $11.07M 2.64% | 0.00 | 0.00 | 222.94K |
ISHARES TR SELECT DIVID ETFSOLE | SELECT DIVID ETF | 89.72K | SH | $10.82M 2.58% | 0.00 | 0.00 | 89.72K |
INVESCO S&P MIDCAP LOW VOLATILITY ETFSOLE | S&P MIDCP LOW | 198.24K | SH | $10.61M 2.53% | 0.00 | 0.00 | 198.24K |
VANGUARD SHORT-TERM BOND ETFSOLE | SHORT TRM BOND | 123.56K | SH | $9.30M 2.22% | 0.00 | 0.00 | 123.56K |
ISHARES INCORPORATED MSCI GBL MIN VOLSOLE | MSCI GBL MIN VOL | 89.94K | SH | $8.55M 2.04% | 0.00 | 0.00 | 89.94K |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | S&P 500 ETF SHS | 22.39K | SH | $7.87M 1.87% | 0.00 | 0.00 | 22.39K |
SCHWAB U.S. LARGE-CAP ETFSOLE | US LRG CAP ETF | 172.60K | SH | $7.79M 1.86% | 0.00 | 0.00 | 172.60K |
ISHARES TR CORE US AGGBD ETSOLE | CORE US AGGBD ETF | 77.04K | SH | $7.47M 1.78% | 0.00 | 0.00 | 77.04K |
ISHARES TR CORE S&P TTL STKSOLE | CORE S&P TTL STK | 78.87K | SH | $6.69M 1.59% | 0.00 | 0.00 | 78.87K |
DIMENSIONAL ETF TRUST INTL VALUE ETFSOLE | INTERNATIONAL VAL | 207.80K | SH | $6.32M 1.50% | 0.00 | 0.00 | 207.80K |
WISDOMTREE U.S. MIDCAP DIVIDEND FUNDSOLE | US MIDCAP DIVID | 144.45K | SH | $5.94M 1.42% | 0.00 | 0.00 | 144.45K |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ULTRA SHRT INC | 96.47K | SH | $4.84M 1.15% | 0.00 | 0.00 | 96.47K |
ISHARES TR NATIONAL MUN ETFSOLE | NATIONAL MUN ETF | 45.19K | SH | $4.77M 1.14% | 0.00 | 0.00 | 45.19K |
INVESCO S&P SMALLCAP LOW VOLATILITY ETFSOLE | S&P SMLCP LOW | 89.92K | SH | $4.02M 0.96% | 0.00 | 0.00 | 89.92K |
ISHARES TR SHRT NAT MUN ETFSOLE | SHRT NAT MUN ETF | 36.45K | SH | $3.80M 0.91% | 0.00 | 0.00 | 36.45K |
ISHARES TRUST MSCI USA MMENTMSOLE | MSCI USA MMENTM | 25.68K | SH | $3.75M 0.89% | 0.00 | 0.00 | 25.68K |
ISHARES TR MSCI EAFE MIN VLSOLE | MSCI EAFE MIN VL | 58.25K | SH | $3.71M 0.88% | 0.00 | 0.00 | 58.25K |
INVESCO S&P 500 LOW VOLATILITY ETFSOLE | S&P500 LOW VOL | 57.27K | SH | $3.66M 0.87% | 0.00 | 0.00 | 57.27K |