FLINT, MI
Allocation by class
Portfolio Concentration
Top 3 weight
40.0%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 105.78K | SH | $66.34M 21.44% | 0.00 | 0.00 | 105.78K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 407.09K | SH | $30.15M 9.74% | 0.00 | 0.00 | 407.09K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 748.81K | SH | $27.39M 8.85% | 0.00 | 0.00 | 748.81K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 88.52K | SH | $25.69M 8.30% | 0.00 | 0.00 | 88.52K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 115.52K | SH | $22.06M 7.13% | 0.00 | 0.00 | 115.52K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 372.93K | SH | $18.83M 6.09% | 0.00 | 0.00 | 372.93K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 71.03K | SH | $18.32M 5.92% | 0.00 | 0.00 | 71.03K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 145.11K | SH | $14.80M 4.78% | 0.00 | 0.00 | 145.11K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 397.66K | SH | $9.10M 2.94% | 0.00 | 0.00 | 397.66K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 17.89K | SH | $8.99M 2.91% | 0.00 | 0.00 | 17.89K |
RAYMOND JAMES FINL INCSOLE | COM | 40.28K | SH | $6.47M 2.09% | 0.00 | 0.00 | 40.28K |
ISHARES TRSOLE | CORE MSCI EAFE | 71.19K | SH | $6.37M 2.06% | 0.00 | 0.00 | 71.19K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.40K | SH | $4.70M 1.52% | 0.00 | 0.00 | 21.40K |
APPLE INCSOLE | COM | 12.19K | SH | $3.31M 1.07% | 0.00 | 0.00 | 12.19K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.62K | SH | $2.74M 0.89% | 0.00 | 0.00 | 5.62K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.77K | SH | $2.73M 0.88% | 0.00 | 0.00 | 5.77K |
NVIDIA CORPORATIONSOLE | COM | 13.95K | SH | $2.60M 0.84% | 0.00 | 0.00 | 13.95K |
JPMORGAN CHASE & CO.SOLE | COM | 8.04K | SH | $2.59M 0.84% | 0.00 | 0.00 | 8.04K |
ISHARES TRSOLE | MSCI EAFE ETF | 21.47K | SH | $2.06M 0.67% | 0.00 | 0.00 | 21.47K |
BOEING COSOLE | COM | 8.02K | SH | $1.74M 0.56% | 0.00 | 0.00 | 8.02K |
ROBINHOOD MKTS INCSOLE | COM CL A | 13K | SH | $1.47M 0.48% | 0.00 | 0.00 | 13K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 6.41K | SH | $1.23M 0.40% | 0.00 | 0.00 | 6.41K |
DTE ENERGY COSOLE | COM | 8.69K | SH | $1.12M 0.36% | 0.00 | 0.00 | 8.69K |
MICROSOFT CORPSOLE | COM | 2.19K | SH | $1.06M 0.34% | 0.00 | 0.00 | 2.19K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 15.02K | SH | $938.0K 0.30% | 0.00 | 0.00 | 15.02K |