HOLLAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 6.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 122.23K | SH | $93.61M 12.80% | 0.00 | 0.00 | 122.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 105.00 | SH | $78.44M 10.72% | 0.00 | 0.00 | 105.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 372.99K | SH | $33.67M 4.60% | 0.00 | 0.00 | 372.99K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 268.76K | SH | $31.82M 4.35% | 0.00 | 0.00 | 268.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 51.20K | SH | $25.50M 3.49% | 0.00 | 0.00 | 51.20K |
ISHARES TRSOLE | MSCI USA MIN ETF | 227.73K | SH | $22.19M 3.03% | 0.00 | 0.00 | 227.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 305.30K | SH | $21.97M 3.00% | 0.00 | 0.00 | 305.30K |
ISHARES TRSOLE | MSCI USA QLT FCT | 75.73K | SH | $16.83M 2.30% | 0.00 | 0.00 | 75.73K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 392.38K | SH | $16.26M 2.22% | 0.00 | 0.00 | 392.38K |
ISHARES TRSOLE | CORE DIV GRWTH | 210.23K | SH | $15.85M 2.17% | 0.00 | 0.00 | 210.23K |
ISHARES TRSOLE | MSCI USA MMENTM | 45.10K | SH | $14.31M 1.96% | 0.00 | 0.00 | 45.10K |
ABBVIE INCSOLE | COM | 48.38K | SH | $12.66M 1.73% | 0.00 | 0.00 | 48.38K |
ISHARES TRSOLE | EXPANDED TECH | 100.56K | SH | $10.71M 1.46% | 0.00 | 0.00 | 100.56K |
ISHARES TRSOLE | CORE S&P TTL STK | 60.61K | SH | $10.08M 1.38% | 0.00 | 0.00 | 60.61K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 171.20K | SH | $9.99M 1.37% | 0.00 | 0.00 | 171.20K |
ISHARES TRSOLE | US TELECOM ETF | 216.30K | SH | $8.91M 1.22% | 0.00 | 0.00 | 216.30K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 205.31K | SH | $8.86M 1.21% | 0.00 | 0.00 | 205.31K |
EA SERIES TRUSTSOLE | TOWLE SML CAP VL | 278.76K | SH | $8.77M 1.20% | 0.00 | 0.00 | 278.76K |
ISHARES TRSOLE | US BR DEL SE ETF | 49.35K | SH | $8.69M 1.19% | 0.00 | 0.00 | 49.35K |
ISHARES TRSOLE | US DIGI REAL ETF | 74.91K | SH | $8.42M 1.15% | 0.00 | 0.00 | 74.91K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.02K | SH | $8.40M 1.15% | 0.00 | 0.00 | 11.02K |
ISHARES TRSOLE | US INDUSTRIALS | 53.33K | SH | $8.18M 1.12% | 0.00 | 0.00 | 53.33K |
ISHARES TRSOLE | MSCI USA VALUE | 39.24K | SH | $7.77M 1.06% | 0.00 | 0.00 | 39.24K |
ISHARES TRSOLE | US AER DEF ETF | 37K | SH | $7.67M 1.05% | 0.00 | 0.00 | 37K |
ISHARES TRSOLE | U.S. PHARMA ETF | 75.45K | SH | $7.58M 1.04% | 0.00 | 0.00 | 75.45K |