BOWLING GREEN, KY
Allocation by class
Portfolio Concentration
Top 3 weight
34.0%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 6.72M
Full voting authority
6.72M
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 | TRS FLT RT BD | 851.97K | SH | $43.14M 13.34% | 851.97K | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 732.53K | SH | $37.40M 11.57% | 732.53K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 975.72K | SH | $29.28M 9.06% | 975.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 928.97K | SH | $26.90M 8.32% | 928.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 842.81K | SH | $26.73M 8.27% | 842.81K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 241.92K | SH | $24.71M 7.64% | 241.92K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 69.88K | SH | $21.17M 6.55% | 69.88K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 93.56K | SH | $19.91M 6.16% | 93.56K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST INTER BD ETF | 500.11K | SH | $16.73M 5.18% | 500.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 597.46K | SH | $14.73M 4.56% | 597.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 75.44K | SH | $7.47M 2.31% | 75.44K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 82.97K | SH | $6.87M 2.13% | 82.97K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 93.01K | SH | $6.63M 2.05% | 93.01K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | ULTRA SHRT TRM | 116.64K | SH | $5.81M 1.80% | 116.64K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 92.05K | SH | $4.19M 1.30% | 92.05K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 35.54K | SH | $3.92M 1.21% | 35.54K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 77.75K | SH | $3.87M 1.20% | 77.75K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 37.35K | SH | $3.19M 0.99% | 37.35K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 107.75K | SH | $3.13M 0.97% | 107.75K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 40.24K | SH | $2.37M 0.73% | 40.24K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 14.61K | SH | $1.65M 0.51% | 14.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.19K | SH | $1.50M 0.46% | 5.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.89K | SH | $1.45M 0.45% | 3.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.32K | SH | $1.16M 0.36% | 2.32K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.50K | SH | $1.10M 0.34% | 1.50K | 0.00 | 0.00 |