GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
43.1%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 10.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 3.59M | SH | $164.05M 16.48% | 0.00 | 0.00 | 3.59M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 742.12K | SH | $145.60M 14.63% | 0.00 | 0.00 | 742.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 272.29K | SH | $118.93M 11.95% | 0.00 | 0.00 | 272.29K |
ISHARES TRSOLE | CORE DIV GRWTH | 1.26M | SH | $88.72M 8.91% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | MSCI USA QLT FCT | 312.81K | SH | $60.00M 6.03% | 0.00 | 0.00 | 312.81K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 144.54K | SH | $43.69M 4.39% | 0.00 | 0.00 | 144.54K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 174.94K | SH | $38.01M 3.82% | 0.00 | 0.00 | 174.94K |
ISHARES TRSOLE | CORE MSCI EAFE | 331.44K | SH | $30.01M 3.01% | 0.00 | 0.00 | 331.44K |
ISHARES TRSOLE | CORE S&P US GWT | 150.23K | SH | $23.30M 2.34% | 0.00 | 0.00 | 150.23K |
ISHARES TRSOLE | CORE S&P US VLU | 203.01K | SH | $20.76M 2.09% | 0.00 | 0.00 | 203.01K |
ISHARES TRSOLE | MSCI EAFE ETF | 198.05K | SH | $19.24M 1.93% | 0.00 | 0.00 | 198.05K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 67.23K | SH | $14.46M 1.45% | 0.00 | 0.00 | 67.23K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 145.09K | SH | $10.91M 1.10% | 0.00 | 0.00 | 145.09K |
NVIDIA CORPORATIONSOLE | COM | 62.04K | SH | $10.82M 1.09% | 0.00 | 0.00 | 62.04K |
AMAZON COM INCSOLE | COM | 42.40K | SH | $8.83M 0.89% | 0.00 | 0.00 | 42.40K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 21.24K | SH | $8.66M 0.87% | 0.00 | 0.00 | 21.24K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 146K | SH | $8.49M 0.85% | 0.00 | 0.00 | 146K |
APPLE INCSOLE | COM | 33.37K | SH | $8.47M 0.85% | 0.00 | 0.00 | 33.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 72.91K | SH | $7.04M 0.71% | 0.00 | 0.00 | 72.91K |
ISHARES TRSOLE | ISHARES 25+ YR T | 740.34K | SH | $6.79M 0.68% | 0.00 | 0.00 | 740.34K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 31.39K | SH | $6.40M 0.64% | 0.00 | 0.00 | 31.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 133.52K | SH | $6.39M 0.64% | 0.00 | 0.00 | 133.52K |
MICROSOFT CORPSOLE | COM | 14.32K | SH | $5.30M 0.53% | 0.00 | 0.00 | 14.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.45K | SH | $4.49M 0.45% | 0.00 | 0.00 | 47.45K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.77K | SH | $4.42M 0.44% | 0.00 | 0.00 | 6.77K |