CALGARY, A0
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
48.5%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Full voting authority
3.89M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TIPS BD ETF | 471.66K | SH | $51.61M 17.82% | 471.66K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 857.10K | SH | $21.91M 7.56% | 857.10K | 0.00 | 0.00 |
ISHARES TRSOLE | BROAD USD HIGH | 392.60K | SH | $14.54M 5.02% | 392.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 24.34K | SH | $9.00M 3.11% | 24.34K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 42.55K | SH | $8.77M 3.03% | 42.55K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 164.56K | SH | $8.74M 3.02% | 164.56K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 184.38K | SH | $7.26M 2.51% | 184.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.44K | SH | $6.33M 2.19% | 12.44K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 18.25K | SH | $6.18M 2.13% | 18.25K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 96.23K | SH | $6.01M 2.07% | 96.23K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP AERO | 19.90K | SH | $5.88M 2.03% | 19.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 60/40 BALAN | 57.55K | SH | $5.68M 1.96% | 57.55K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 58.63K | SH | $5.61M 1.94% | 58.63K | 0.00 | 0.00 |
SOUTH BOW CORPSOLE | COM | 159.52K | SH | $5.27M 1.82% | 159.52K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.62K | SH | $5.23M 1.80% | 7.62K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 19.10K | SH | $4.98M 1.72% | 19.10K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.95K | SH | $4.48M 1.55% | 16.95K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.43K | SH | $4.44M 1.53% | 4.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.78K | SH | $4.39M 1.51% | 11.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.70K | SH | $4.20M 1.45% | 10.70K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X COPPER | 45.92K | SH | $3.85M 1.33% | 45.92K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | EMER MKT HIGH FD | 65.60K | SH | $3.53M 1.22% | 65.60K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 9.25K | SH | $3.43M 1.18% | 9.25K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 56.65K | SH | $3.40M 1.17% | 56.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.59K | SH | $3.37M 1.16% | 11.59K | 0.00 | 0.00 |