GRAND RAPIDS, MI
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 9.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 868.98K | SH | $78.89M 14.93% | 0.00 | 0.00 | 868.98K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 636.18K | SH | $58.03M 10.98% | 0.00 | 0.00 | 636.18K |
SPDR SERIES TRUSTSOLE | ST INTER ETF | 1.96M | SH | $55.63M 10.53% | 0.00 | 0.00 | 1.96M |
ISHARES TRSOLE | CORE S&P US GWT | 219.33K | SH | $41.25M 7.81% | 0.00 | 0.00 | 219.33K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 861.28K | SH | $40.43M 7.65% | 0.00 | 0.00 | 861.28K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.33M | SH | $36.86M 6.97% | 0.00 | 0.00 | 1.33M |
ISHARES TRSOLE | 0-5YR INVT GR CP | 394.08K | SH | $19.85M 3.76% | 0.00 | 0.00 | 394.08K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 493.43K | SH | $19.84M 3.75% | 0.00 | 0.00 | 493.43K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 285.27K | SH | $16.60M 3.14% | 0.00 | 0.00 | 285.27K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 290K | SH | $14.64M 2.77% | 0.00 | 0.00 | 290K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 113.37K | SH | $14.14M 2.68% | 0.00 | 0.00 | 113.37K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.89K | SH | $13.36M 2.53% | 0.00 | 0.00 | 17.89K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 90.80K | SH | $9.36M 1.77% | 0.00 | 0.00 | 90.80K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 269.53K | SH | $9.20M 1.74% | 0.00 | 0.00 | 269.53K |
MICRON TECHNOLOGY INCSOLE | COM | 4.76K | SH | $5.49M 1.04% | 0.00 | 0.00 | 4.76K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 47.76K | SH | $5.09M 0.96% | 0.00 | 0.00 | 47.76K |
ISHARES TRSOLE | CORE S&P TTL STK | 26.73K | SH | $4.39M 0.83% | 0.00 | 0.00 | 26.73K |
GE VERNOVA INCSOLE | COM | 3.73K | SH | $4.38M 0.83% | 0.00 | 0.00 | 3.73K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 29.70K | SH | $3.80M 0.72% | 0.00 | 0.00 | 29.70K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 124.75K | SH | $3.67M 0.69% | 0.00 | 0.00 | 124.75K |
APPLE INCSOLE | COM | 11.40K | SH | $3.30M 0.62% | 0.00 | 0.00 | 11.40K |
ISHARES TRSOLE | NATIONAL MUN ETF | 25.29K | SH | $2.72M 0.51% | 0.00 | 0.00 | 25.29K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 21.74K | SH | $2.55M 0.48% | 0.00 | 0.00 | 21.74K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 19.14K | SH | $2.38M 0.45% | 0.00 | 0.00 | 19.14K |
GE AEROSPACESOLE | COM NEW | 6.30K | SH | $2.35M 0.45% | 0.00 | 0.00 | 6.30K |