HOLLAND, MI
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.78M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 112.00 | SH | $80.43M 11.81% | 0.00 | 0.00 | 112.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 122.37K | SH | $79.93M 11.74% | 0.00 | 0.00 | 122.37K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 339.43K | SH | $26.32M 3.87% | 0.00 | 0.00 | 339.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 50.69K | SH | $24.29M 3.57% | 0.00 | 0.00 | 50.69K |
ISHARES TRSOLE | CORE S&P MCP ETF | 359.54K | SH | $24.28M 3.57% | 0.00 | 0.00 | 359.54K |
ISHARES TRSOLE | MSCI USA MIN VOL | 228.17K | SH | $21.16M 3.11% | 0.00 | 0.00 | 228.17K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 91.28K | SH | $17.91M 2.63% | 0.00 | 0.00 | 91.28K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 468.27K | SH | $16.41M 2.41% | 0.00 | 0.00 | 468.27K |
ISHARES TRSOLE | MSCI USA QLT FCT | 82.50K | SH | $15.82M 2.32% | 0.00 | 0.00 | 82.50K |
ISHARES TRSOLE | CORE DIV GRWTH | 220.18K | SH | $15.45M 2.27% | 0.00 | 0.00 | 220.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 380.40K | SH | $14.82M 2.18% | 0.00 | 0.00 | 380.40K |
ISHARES GOLD TRSOLE | ISHARES NEW | 167.79K | SH | $14.79M 2.17% | 0.00 | 0.00 | 167.79K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 121.52K | SH | $14.13M 2.08% | 0.00 | 0.00 | 121.52K |
ISHARES TRSOLE | MSCI USA MMENTM | 51.06K | SH | $12.25M 1.80% | 0.00 | 0.00 | 51.06K |
ABBVIE INCSOLE | COM | 48.25K | SH | $10.49M 1.54% | 0.00 | 0.00 | 48.25K |
ISHARES TRSOLE | US AER DEF ETF | 40.47K | SH | $8.85M 1.30% | 0.00 | 0.00 | 40.47K |
ISHARES TRSOLE | CORE S&P TTL STK | 62K | SH | $8.83M 1.30% | 0.00 | 0.00 | 62K |
ISHARES TRSOLE | US BR DEL SE ETF | 49.73K | SH | $8.16M 1.20% | 0.00 | 0.00 | 49.73K |
EA SERIES TRUSTSOLE | US QUAN VALUE | 152.53K | SH | $7.95M 1.17% | 0.00 | 0.00 | 152.53K |
EA SERIES TRUSTSOLE | TOWLE VALUE ETF | 284.92K | SH | $7.90M 1.16% | 0.00 | 0.00 | 284.92K |
ISHARES TRSOLE | US OIL EQ&SV ETF | 271.75K | SH | $7.87M 1.16% | 0.00 | 0.00 | 271.75K |
GENTEX CORPSOLE | COM | 357.70K | SH | $7.82M 1.15% | 0.00 | 0.00 | 357.70K |
ISHARES TRSOLE | US INDUSTRIALS | 52.69K | SH | $7.77M 1.14% | 0.00 | 0.00 | 52.69K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 214.43K | SH | $7.58M 1.11% | 0.00 | 0.00 | 214.43K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 88.18K | SH | $7.28M 1.07% | 0.00 | 0.00 | 88.18K |