KALAMAZOO, MI
Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 5.07M
Full voting authority
5.07M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 701.97K | SH | $50.02M 9.97% | 701.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 563.79K | SH | $48.56M 9.68% | 563.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 564.37K | SH | $42.77M 8.53% | 564.37K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 263.34K | SH | $40.08M 7.99% | 263.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 121.43K | SH | $36.81M 7.34% | 121.43K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 222.76K | SH | $35.20M 7.02% | 222.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 421.62K | SH | $33.32M 6.64% | 421.62K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 513.14K | SH | $29.86M 5.96% | 513.14K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 367.14K | SH | $29.58M 5.90% | 367.14K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 211.20K | SH | $16.31M 3.25% | 211.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 43.49K | SH | $13.32M 2.66% | 43.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 7.77K | SH | $9.32M 1.86% | 7.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 18.36K | SH | $6.72M 1.34% | 18.36K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 128.63K | SH | $6.66M 1.33% | 128.63K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 PUR GWT | 101.19K | SH | $6.46M 1.29% | 101.19K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 43.55K | SH | $5.20M 1.04% | 43.55K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.45K | SH | $5.05M 1.01% | 17.45K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.44K | SH | $4.73M 0.94% | 4.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 159.37K | SH | $4.37M 0.87% | 159.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 15.51K | SH | $3.77M 0.75% | 15.51K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 9.72K | SH | $3.06M 0.61% | 9.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.79K | SH | $2.91M 0.58% | 7.79K | 0.00 | 0.00 |
MARZETTI COMPANYSOLE | COM | 24.47K | SH | $2.79M 0.56% | 24.47K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.13K | SH | $2.30M 0.46% | 3.13K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 8.39K | SH | $1.83M 0.36% | 8.39K | 0.00 | 0.00 |