WEST DES MOINES, IA
Allocation by class
Portfolio Concentration
Top 3 weight
31.7%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 4.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 0-3 MNTH TREASRY | 372.39K | SH | $37.49M 11.60% | 0.00 | 0.00 | 372.39K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 635.09K | SH | $35.26M 10.91% | 0.00 | 0.00 | 635.09K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 648.32K | SH | $29.60M 9.16% | 0.00 | 0.00 | 648.32K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 149.29K | SH | $28.65M 8.86% | 0.00 | 0.00 | 149.29K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 320.51K | SH | $24.53M 7.59% | 0.00 | 0.00 | 320.51K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 415.02K | SH | $23.48M 7.26% | 0.00 | 0.00 | 415.02K |
ISHARES TRSOLE | MSCI USA MIN VOL | 197.33K | SH | $18.30M 5.66% | 0.00 | 0.00 | 197.33K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 369.79K | SH | $16.97M 5.25% | 0.00 | 0.00 | 369.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 70.75K | SH | $6.48M 2.01% | 0.00 | 0.00 | 70.75K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 92.80K | SH | $6.07M 1.88% | 0.00 | 0.00 | 92.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.75K | SH | $5.46M 1.69% | 0.00 | 0.00 | 55.75K |
APPLE INCSOLE | COM | 21.02K | SH | $5.33M 1.65% | 0.00 | 0.00 | 21.02K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.93K | SH | $5.18M 1.60% | 0.00 | 0.00 | 7.93K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 53.46K | SH | $4.88M 1.51% | 0.00 | 0.00 | 53.46K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 49.58K | SH | $4.75M 1.47% | 0.00 | 0.00 | 49.58K |
PRINCIPAL EXCHANGE TRADED FDSOLE | US MEGA CP ETF | 61.66K | SH | $3.97M 1.23% | 0.00 | 0.00 | 61.66K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 38.59K | SH | $3.88M 1.20% | 0.00 | 0.00 | 38.59K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 41.07K | SH | $3.79M 1.17% | 0.00 | 0.00 | 41.07K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 120.55K | SH | $3.16M 0.98% | 0.00 | 0.00 | 120.55K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 56.58K | SH | $2.73M 0.85% | 0.00 | 0.00 | 56.58K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 41.85K | SH | $2.57M 0.79% | 0.00 | 0.00 | 41.85K |
ISHARES TRSOLE | CORE S&P US VLU | 24.97K | SH | $2.55M 0.79% | 0.00 | 0.00 | 24.97K |
DEERE & COSOLE | COM | 4.50K | SH | $2.53M 0.78% | 0.00 | 0.00 | 4.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.67% | 0.00 | 0.00 | 3.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.42K | SH | $2.13M 0.66% | 0.00 | 0.00 | 7.42K |