SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
95.8%
Top 10 weight
98.3%
Voting Authority Distribution
Total shares with voting rights: 374.79K
Full voting authority
374.79K
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 | S&P 500 ETF SHS | 129K | SH | $77.08M 79.65% | 129K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 199.75K | SH | $10.80M 11.16% | 199.75K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 25.04K | SH | $4.81M 4.97% | 25.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2K | SH | $506.6K 0.52% | 2K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 3.49K | SH | $463.6K 0.48% | 3.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 3.30K | SH | $422.8K 0.44% | 3.30K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2K | SH | $348.8K 0.36% | 2K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 884.00 | SH | $253.6K 0.26% | 884.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 616.00 | SH | $228.0K 0.24% | 616.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 612.00 | SH | $185.0K 0.19% | 612.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 860.00 | SH | $179.1K 0.19% | 860.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 576.00 | SH | $169.4K 0.18% | 576.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 380.00 | SH | $162.0K 0.17% | 380.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 210.00 | SH | $136.6K 0.14% | 210.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 432.00 | SH | $104.8K 0.11% | 432.00 | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 296.00 | SH | $97.4K 0.10% | 296.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 324.00 | SH | $87.7K 0.09% | 324.00 | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 736.00 | SH | $80.7K 0.08% | 736.00 | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 276.00 | SH | $73.4K 0.08% | 276.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 148.00 | SH | $70.9K 0.07% | 148.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 144.00 | SH | $70.8K 0.07% | 144.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 324.00 | SH | $70.5K 0.07% | 324.00 | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 476.00 | SH | $70.0K 0.07% | 476.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 260.00 | SH | $63.6K 0.07% | 260.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 704.00 | SH | $62.4K 0.06% | 704.00 | 0.00 | 0.00 |