CALEDONIA, MI
Allocation by class
Portfolio Concentration
Top 3 weight
30.3%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Full voting authority
1.20M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 291.82K | SH | $7.85M 13.65% | 291.82K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TR TR UNITSOLE | OPTION | 8.90K | SH | $5.12M 8.90% | 8.90K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TR TR UNITSOLE | ETF | 6.50K | SH | $4.43M 7.70% | 6.50K | 0.00 | 0.00 |
SCHWAB US AGGREGATE BOND ETFSOLE | ETF | 181.98K | SH | $4.25M 7.39% | 181.98K | 0.00 | 0.00 |
SCHWAB US TIPS ETFSOLE | ETF | 130.01K | SH | $3.44M 5.99% | 130.01K | 0.00 | 0.00 |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | ETF | 28.29K | SH | $2.33M 4.06% | 28.29K | 0.00 | 0.00 |
ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFSOLE | ETF | 74.26K | SH | $2.30M 4.00% | 74.26K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 94.65K | SH | $2.24M 3.89% | 94.65K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 26.01K | SH | $1.75M 3.04% | 26.01K | 0.00 | 0.00 |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 14.36K | SH | $1.47M 2.56% | 14.36K | 0.00 | 0.00 |
DIMENSIONAL US VECTOR EQUITY ETFSOLE | ETF | 22.38K | SH | $1.34M 2.33% | 22.38K | 0.00 | 0.00 |
SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETFSOLE | ETF | 59.28K | SH | $1.34M 2.32% | 59.28K | 0.00 | 0.00 |
SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFSOLE | ETF | 40.84K | SH | $1.31M 2.28% | 40.84K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 6.37K | SH | $1.19M 2.06% | 6.37K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 3.72K | SH | $1.01M 1.76% | 3.72K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 1.90K | SH | $917.9K 1.60% | 1.90K | 0.00 | 0.00 |
SCHWAB SHORT-TERM US TREASURY ETFSOLE | ETF | 30.91K | SH | $753.3K 1.31% | 30.91K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 2.08K | SH | $732.4K 1.27% | 2.08K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 2.06K | SH | $713.0K 1.24% | 2.06K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 17.07K | SH | $676.0K 1.17% | 17.07K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 2.85K | SH | $657.1K 1.14% | 2.85K | 0.00 | 0.00 |
DIMENSIONAL US CORE EQUITY MARKET ETFSOLE | ETF | 13.24K | SH | $619.5K 1.08% | 13.24K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 890.00 | SH | $587.5K 1.02% | 890.00 | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 1.09K | SH | $490.2K 0.85% | 1.09K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 4.38K | SH | $488.4K 0.85% | 4.38K | 0.00 | 0.00 |