ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
22.7%
Voting Authority Distribution
Total shares with voting rights: 1.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 109.22K | SH | $7.00M 6.01% | 0.00 | 0.00 | 109.22K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 46.87K | SH | $3.88M 3.33% | 0.00 | 0.00 | 46.87K |
NVIDIA CORPORATIONSOLE | COM | 15.56K | SH | $2.71M 2.33% | 0.00 | 0.00 | 15.56K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 7.12K | SH | $2.40M 2.06% | 0.00 | 0.00 | 7.12K |
BROADCOM INCSOLE | COM | 6.83K | SH | $2.11M 1.82% | 0.00 | 0.00 | 6.83K |
ALPHABET INCSOLE | CAP STK CL A | 6.26K | SH | $1.80M 1.54% | 0.00 | 0.00 | 6.26K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 31.10K | SH | $1.68M 1.44% | 0.00 | 0.00 | 31.10K |
ISHARES TRSOLE | CORE S&P MCP ETF | 24.46K | SH | $1.65M 1.42% | 0.00 | 0.00 | 24.46K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 19.86K | SH | $1.64M 1.41% | 0.00 | 0.00 | 19.86K |
MICROSOFT CORPSOLE | COM | 4.25K | SH | $1.57M 1.35% | 0.00 | 0.00 | 4.25K |
MERCK & CO INCSOLE | COM | 11.87K | SH | $1.43M 1.23% | 0.00 | 0.00 | 11.87K |
APPLE INCSOLE | COM | 5.48K | SH | $1.39M 1.19% | 0.00 | 0.00 | 5.48K |
WALMART INCSOLE | COM | 10.65K | SH | $1.32M 1.14% | 0.00 | 0.00 | 10.65K |
US BANCORPSOLE | COM NEW | 24.89K | SH | $1.29M 1.11% | 0.00 | 0.00 | 24.89K |
AT&T INCSOLE | COM | 43.79K | SH | $1.27M 1.09% | 0.00 | 0.00 | 43.79K |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.05K | SH | $1.25M 1.07% | 0.00 | 0.00 | 10.05K |
UNION PAC CORPSOLE | COM | 5.14K | SH | $1.25M 1.07% | 0.00 | 0.00 | 5.14K |
HOWMET AEROSPACE INCSOLE | COM | 5.04K | SH | $1.16M 1.00% | 0.00 | 0.00 | 5.04K |
JPMORGAN CHASE & COSOLE | COM | 3.90K | SH | $1.15M 0.98% | 0.00 | 0.00 | 3.90K |
CISCO SYS INCSOLE | COM | 14.41K | SH | $1.12M 0.96% | 0.00 | 0.00 | 14.41K |
JOHNSON & JOHNSONSOLE | COM | 4.51K | SH | $1.10M 0.95% | 0.00 | 0.00 | 4.51K |
NEWMONT CORPSOLE | COM | 10.14K | SH | $1.10M 0.94% | 0.00 | 0.00 | 10.14K |
EXXON MOBIL CORPSOLE | COM | 6.33K | SH | $1.07M 0.92% | 0.00 | 0.00 | 6.33K |
CITIGROUP INCSOLE | COM NEW | 9.46K | SH | $1.07M 0.92% | 0.00 | 0.00 | 9.46K |
DELL TECHNOLOGIES INCSOLE | CL C | 6.51K | SH | $1.07M 0.92% | 0.00 | 0.00 | 6.51K |