SIOUX FALLS, SD
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 13.14M
Full voting authority
8.71M
shares
Joint voting authority
0.00
shares
No voting authority
4.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TWO RDS SHARED TRDFND | ANFIELD UNVL ETF | 5.80M | SH | $54.54M 6.89% | 5.80M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 QUALITY | 445.44K | SH | $33.43M 4.22% | 433.89K | 0.00 | 11.54K |
APPLE INCDFND | COM | 110.81K | SH | $30.12M 3.81% | 6.47K | 0.00 | 104.34K |
MICROSOFT CORPDFND | COM | 56.21K | SH | $27.18M 3.43% | 3.04K | 0.00 | 53.17K |
NVIDIA CORPORATIONDFND | COM | 139.75K | SH | $26.06M 3.29% | 306.00 | 0.00 | 139.44K |
ALPHABET INCDFND | CAP STK CL A | 70.12K | SH | $21.95M 2.77% | 380.00 | 0.00 | 69.74K |
SSGA ACTIVE ETF TRDFND | MULT ASS RLRTN | 598.90K | SH | $18.84M 2.38% | 598.90K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 25.35K | SH | $17.29M 2.18% | 23K | 0.00 | 2.35K |
WISDOMTREE TRDFND | JAPN HEDGE EQT | 117.62K | SH | $16.96M 2.14% | 117.62K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 45.52K | SH | $15.97M 2.02% | 3.32K | 0.00 | 42.20K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 20.00 | SH | $15.10M 1.91% | 6.00 | 0.00 | 14.00 |
AMAZON COM INCDFND | COM | 59.48K | SH | $13.73M 1.73% | 2.86K | 0.00 | 56.62K |
JPMORGAN CHASE & CO.DFND | COM | 41.18K | SH | $13.27M 1.68% | 262.00 | 0.00 | 40.92K |
ISHARES TRDFND | US SML CAP EQT | 141.96K | SH | $10.63M 1.34% | 141.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 16.28K | SH | $10.21M 1.29% | 30.00 | 0.00 | 16.25K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 128.82K | SH | $10.03M 1.27% | 1.48K | 0.00 | 127.34K |
SCHWAB STRATEGIC TRDFND | US LRG CAP ETF | 362.90K | SH | $9.77M 1.23% | 0.00 | 0.00 | 362.90K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 18.98K | SH | $9.54M 1.21% | 3.88K | 0.00 | 15.10K |
INVESCO EXCHANGE TRADED FD TDFND | S&P MDCP QUALITY | 91.20K | SH | $9.34M 1.18% | 91.20K | 0.00 | 0.00 |
VANGUARD STAR FDSDFND | VG TL INTL STK F | 120.59K | SH | $9.10M 1.15% | 2.28K | 0.00 | 118.31K |
JOHNSON & JOHNSONDFND | COM | 42.59K | SH | $8.81M 1.11% | 212.00 | 0.00 | 42.38K |
FIRST TR EXCHANGE-TRADED FDDFND | FST LOW OPPT EFT | 174.80K | SH | $8.74M 1.10% | 174.80K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 26.07K | SH | $8.18M 1.03% | 280.00 | 0.00 | 25.79K |
ELI LILLY & CODFND | COM | 7.13K | SH | $7.66M 0.97% | 0.00 | 0.00 | 7.13K |
TWO RDS SHARED TRDFND | ANFIELD US EQU | 440.67K | SH | $7.47M 0.94% | 440.67K | 0.00 | 0.00 |