TROY, MI
Allocation by class
Portfolio Concentration
Top 3 weight
14.5%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 195.82K | SH | $15.02M 5.06% | 0.00 | 0.00 | 195.82K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 190.85K | SH | $14.87M 5.01% | 0.00 | 0.00 | 190.85K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 262.19K | SH | $13.17M 4.43% | 0.00 | 0.00 | 262.19K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 199.79K | SH | $12.15M 4.09% | 0.00 | 0.00 | 199.79K |
ISHARES TRSOLE | FLTG RATE NT ETF | 232.86K | SH | $11.89M 4.00% | 0.00 | 0.00 | 232.86K |
APPLE INCSOLE | COM | 31.11K | SH | $9.00M 3.03% | 0.00 | 0.00 | 31.11K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 74.11K | SH | $8.82M 2.97% | 0.00 | 0.00 | 74.11K |
JPMORGAN CHASE & COSOLE | COM | 21.08K | SH | $6.90M 2.32% | 0.00 | 0.00 | 21.08K |
AMERICAN EXPRESS COSOLE | COM | 18.10K | SH | $6.12M 2.06% | 0.00 | 0.00 | 18.10K |
WALMART INCSOLE | COM | 53.18K | SH | $6.02M 2.03% | 0.00 | 0.00 | 53.18K |
MICROSOFT CORPSOLE | COM | 15.87K | SH | $5.92M 1.99% | 0.00 | 0.00 | 15.87K |
SSGA ACTIVE ETF TRSOLE | ST STR BL LN ETF | 146.57K | SH | $5.91M 1.99% | 0.00 | 0.00 | 146.57K |
AMGEN INCSOLE | COM | 16.03K | SH | $5.81M 1.95% | 0.00 | 0.00 | 16.03K |
LINDE PLCSOLE | SHS | 10.60K | SH | $5.50M 1.85% | 0.00 | 0.00 | 10.60K |
NVIDIA CORPORATIONSOLE | COM | 27.48K | SH | $5.50M 1.85% | 0.00 | 0.00 | 27.48K |
MORGAN STANLEYSOLE | COM NEW | 26.27K | SH | $5.49M 1.85% | 0.00 | 0.00 | 26.27K |
BROADCOM INCSOLE | COM | 14.11K | SH | $5.33M 1.79% | 0.00 | 0.00 | 14.11K |
BANK OF NY MELLON CORPSOLE | COM | 36.25K | SH | $5.24M 1.77% | 0.00 | 0.00 | 36.25K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 40.99K | SH | $5.19M 1.75% | 0.00 | 0.00 | 40.99K |
LOWES COS INCSOLE | COM | 23.50K | SH | $5.18M 1.74% | 0.00 | 0.00 | 23.50K |
SIMON PPTY GROUP INC NEWSOLE | COM | 21.97K | SH | $4.91M 1.65% | 0.00 | 0.00 | 21.97K |
EMERSON ELEC COSOLE | COM | 33.17K | SH | $4.75M 1.60% | 0.00 | 0.00 | 33.17K |
LOCKHEED MARTIN CORPSOLE | COM | 9.25K | SH | $4.71M 1.59% | 0.00 | 0.00 | 9.25K |
WASTE MGMT INC DELSOLE | COM | 20.45K | SH | $4.56M 1.53% | 0.00 | 0.00 | 20.45K |
TJX COS INC NEWSOLE | COM | 29.66K | SH | $4.49M 1.51% | 0.00 | 0.00 | 29.66K |