LANSING, MI
Allocation by class
Portfolio Concentration
Top 3 weight
32.6%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 2.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 75.72K | SH | $24.29M 14.27% | 0.00 | 0.00 | 75.72K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 216.58K | SH | $17.46M 10.26% | 0.00 | 0.00 | 216.58K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 262.96K | SH | $13.79M 8.10% | 0.00 | 0.00 | 262.96K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 166.21K | SH | $13.75M 8.08% | 0.00 | 0.00 | 166.21K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 106.32K | SH | $11.75M 6.90% | 0.00 | 0.00 | 106.32K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 177.69K | SH | $11.39M 6.69% | 0.00 | 0.00 | 177.69K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 130.19K | SH | $10.49M 6.16% | 0.00 | 0.00 | 130.19K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 162.20K | SH | $9.66M 5.68% | 0.00 | 0.00 | 162.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 224.44K | SH | $8.85M 5.20% | 0.00 | 0.00 | 224.44K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 138.11K | SH | $7.29M 4.28% | 0.00 | 0.00 | 138.11K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 138.82K | SH | $7.24M 4.26% | 0.00 | 0.00 | 138.82K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 109.79K | SH | $5.48M 3.22% | 0.00 | 0.00 | 109.79K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 195.17K | SH | $5.19M 3.05% | 0.00 | 0.00 | 195.17K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 58.16K | SH | $4.61M 2.71% | 0.00 | 0.00 | 58.16K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 92K | SH | $4.60M 2.70% | 0.00 | 0.00 | 92K |
ISHARES TRSOLE | ESG EAFE ETF | 19.66K | SH | $1.48M 0.87% | 0.00 | 0.00 | 19.66K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 37.63K | SH | $1.46M 0.86% | 0.00 | 0.00 | 37.63K |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 26.12K | SH | $1.19M 0.70% | 0.00 | 0.00 | 26.12K |
ISHARES TRSOLE | ESG MSCI USA ETF | 20.77K | SH | $1.15M 0.67% | 0.00 | 0.00 | 20.77K |
ISHARES TRSOLE | USD GRN BOND ETF | 16.55K | SH | $785.4K 0.46% | 0.00 | 0.00 | 16.55K |
ISHARES TRSOLE | ESG AWR MSCI USA | 5.39K | SH | $761.8K 0.45% | 0.00 | 0.00 | 5.39K |
WALMART INCSOLE | COM | 5.45K | SH | $677.2K 0.40% | 0.00 | 0.00 | 5.45K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 14.41K | SH | $649.4K 0.38% | 0.00 | 0.00 | 14.41K |
ISHARES TRSOLE | NATIONAL MUN ETF | 5.63K | SH | $597.3K 0.35% | 0.00 | 0.00 | 5.63K |
ISHARES INCSOLE | ESG AWR MSCI EM | 12.42K | SH | $564.8K 0.33% | 0.00 | 0.00 | 12.42K |