KALAMAZOO, MI
Allocation by class
Portfolio Concentration
Top 3 weight
44.7%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 15.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
15.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 5.21M | SH | $130.79M 25.07% | 0.00 | 0.00 | 5.21M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 2.21M | SH | $54.66M 10.48% | 0.00 | 0.00 | 2.21M |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 1.96M | SH | $47.67M 9.14% | 0.00 | 0.00 | 1.96M |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 1.29M | SH | $30.07M 5.76% | 0.00 | 0.00 | 1.29M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 634.35K | SH | $26.78M 5.13% | 0.00 | 0.00 | 634.35K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 915.65K | SH | $26.63M 5.10% | 0.00 | 0.00 | 915.65K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 888.91K | SH | $24.76M 4.75% | 0.00 | 0.00 | 888.91K |
ISHARES TRSOLE | CORE S&P TTL STK | 148.90K | SH | $21.21M 4.07% | 0.00 | 0.00 | 148.90K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 276.59K | SH | $14.93M 2.86% | 0.00 | 0.00 | 276.59K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 449.43K | SH | $14.81M 2.84% | 0.00 | 0.00 | 449.43K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 176.97K | SH | $8.46M 1.62% | 0.00 | 0.00 | 176.97K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 163.53K | SH | $7.92M 1.52% | 0.00 | 0.00 | 163.53K |
STRYKER CORPORATIONSOLE | COM | 21.93K | SH | $7.21M 1.38% | 0.00 | 0.00 | 21.93K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.34K | SH | $6.73M 1.29% | 0.00 | 0.00 | 10.34K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 137.58K | SH | $6.24M 1.20% | 0.00 | 0.00 | 137.58K |
ISHARES TRSOLE | CORE MSCI EAFE | 63.42K | SH | $5.74M 1.10% | 0.00 | 0.00 | 63.42K |
NVIDIA CORPORATIONSOLE | COM | 28.16K | SH | $4.91M 0.94% | 0.00 | 0.00 | 28.16K |
ISHARES TRSOLE | NATIONAL MUN ETF | 42.77K | SH | $4.54M 0.87% | 0.00 | 0.00 | 42.77K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 83.39K | SH | $4.40M 0.84% | 0.00 | 0.00 | 83.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.33K | SH | $4.28M 0.82% | 0.00 | 0.00 | 13.33K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 58.84K | SH | $4.19M 0.80% | 0.00 | 0.00 | 58.84K |
APPLE INCSOLE | COM | 16.14K | SH | $4.10M 0.79% | 0.00 | 0.00 | 16.14K |
MICROSOFT CORPSOLE | COM | 7.19K | SH | $2.66M 0.51% | 0.00 | 0.00 | 7.19K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 41.89K | SH | $2.62M 0.50% | 0.00 | 0.00 | 41.89K |
ISHARES TRSOLE | CORE S&P SCP ETF | 21.04K | SH | $2.62M 0.50% | 0.00 | 0.00 | 21.04K |