GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
35.8%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 8.86M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.86M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 840.28K | SH | $66.43M 14.17% | 0.00 | 0.00 | 840.28K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 636.28K | SH | $51.29M 10.94% | 0.00 | 0.00 | 636.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.75M | SH | $50.19M 10.71% | 0.00 | 0.00 | 1.75M |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 784.25K | SH | $36.92M 7.88% | 0.00 | 0.00 | 784.25K |
ISHARES TRSOLE | CORE S&P US GWT | 214.92K | SH | $33.34M 7.11% | 0.00 | 0.00 | 214.92K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.31M | SH | $32.31M 6.89% | 0.00 | 0.00 | 1.31M |
ISHARES TRSOLE | 0-5YR INVT GR CP | 529.98K | SH | $26.76M 5.71% | 0.00 | 0.00 | 529.98K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 497.96K | SH | $16.86M 3.60% | 0.00 | 0.00 | 497.96K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 276.25K | SH | $16.17M 3.45% | 0.00 | 0.00 | 276.25K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 111.24K | SH | $12.29M 2.62% | 0.00 | 0.00 | 111.24K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.94K | SH | $11.67M 2.49% | 0.00 | 0.00 | 17.94K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 204.95K | SH | $10.32M 2.20% | 0.00 | 0.00 | 204.95K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 90.15K | SH | $9.00M 1.92% | 0.00 | 0.00 | 90.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 262.61K | SH | $8.46M 1.81% | 0.00 | 0.00 | 262.61K |
ISHARES TRSOLE | MBS ETF | 58.74K | SH | $5.58M 1.19% | 0.00 | 0.00 | 58.74K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 48.09K | SH | $5.12M 1.09% | 0.00 | 0.00 | 48.09K |
ISHARES TRSOLE | CORE S&P TTL STK | 26.82K | SH | $3.82M 0.81% | 0.00 | 0.00 | 26.82K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 29.73K | SH | $3.31M 0.71% | 0.00 | 0.00 | 29.73K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 128.10K | SH | $3.28M 0.70% | 0.00 | 0.00 | 128.10K |
APPLE INCSOLE | COM | 11.38K | SH | $2.89M 0.62% | 0.00 | 0.00 | 11.38K |
ISHARES TRSOLE | NATIONAL MUN ETF | 25.60K | SH | $2.72M 0.58% | 0.00 | 0.00 | 25.60K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 44.78K | SH | $2.37M 0.50% | 0.00 | 0.00 | 44.78K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.78K | SH | $2.04M 0.44% | 0.00 | 0.00 | 4.78K |
ISHARES TRSOLE | CORE MSCI TOTAL | 21.83K | SH | $1.89M 0.40% | 0.00 | 0.00 | 21.83K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 38.60K | SH | $1.89M 0.40% | 0.00 | 0.00 | 38.60K |