GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
27.2%
Top 10 weight
59.6%
Voting Authority Distribution
Total shares with voting rights: 2.83M
Full voting authority
2.83M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 72.42K | SH | $15.78M 9.97% | 72.42K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 166.10K | SH | $14.97M 9.45% | 166.10K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 365.48K | SH | $12.37M 7.81% | 365.48K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 125.14K | SH | $11.00M 6.95% | 125.14K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 131.53K | SH | $8.95M 5.65% | 131.53K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 125.92K | SH | $7.52M 4.75% | 125.92K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 123.27K | SH | $6.66M 4.21% | 123.27K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST LON TREAS ETF | 233.45K | SH | $6.12M 3.87% | 233.45K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST POR TREAS ETF | 194.52K | SH | $5.85M 3.69% | 194.52K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTERNL GWT | 59.17K | SH | $5.16M 3.26% | 59.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | MORTGAGE BACKED | 198.39K | SH | $5.04M 3.19% | 198.39K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 30.41K | SH | $4.91M 3.10% | 30.41K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 36.98K | SH | $4.42M 2.79% | 36.98K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA US THEM ETF | 95.63K | SH | $4.12M 2.60% | 95.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL COR FIX ETF | 76.51K | SH | $4.10M 2.59% | 76.51K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 71.22K | SH | $3.24M 2.05% | 71.22K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA LA CORE ETF | 63.78K | SH | $3.21M 2.03% | 63.78K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 47.89K | SH | $2.86M 1.81% | 47.89K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 87.64K | SH | $2.32M 1.47% | 87.64K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | LOW DURTIN ETF | 38.58K | SH | $1.93M 1.22% | 38.58K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 28.52K | SH | $1.44M 0.91% | 28.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 49.59K | SH | $1.37M 0.87% | 49.59K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 25.17K | SH | $1.27M 0.80% | 25.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 25.18K | SH | $1.18M 0.74% | 25.18K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 3.87K | SH | $1.11M 0.70% | 3.87K | 0.00 | 0.00 |