YANKTON, SD
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.58M
Full voting authority
2.58M
shares
Joint voting authority
0.00
shares
No voting authority
593.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Markets ETFSOLE | VAN FTSE DEV MKT | 300.06K | SH | $19.23M 7.91% | 300.06K | 0.00 | 0.00 |
Schwab Strategic Tr US Large-Cap Value ETFOTR | US LCAP VA ETF | 536.09K | SH | $16.35M 6.72% | 536.09K | 0.00 | 0.00 |
Vanguard Index Funds S&P 500 ETFOTR | S&P 500 ETF SHS | 24.55K | SH | $14.67M 6.03% | 24.55K | 0.00 | 0.00 |
iShares Tr S&P Midcap 400 ETFSOLE | CORE S&P MCP ETF | 177.32K | SH | $11.97M 4.92% | 177.32K | 0.00 | 0.00 |
iShares Tr Russell Top 200 Growth ETFOTR | RUS TP200 GR ETF | 37.70K | SH | $9.38M 3.86% | 37.70K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 25.62K | SH | $6.50M 2.67% | 25.62K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 30.01K | SH | $6.25M 2.57% | 30.01K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 16.10K | SH | $5.96M 2.45% | 16.10K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 31.16K | SH | $5.43M 2.23% | 31.16K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFOTR | FTSE EMR MKT ETF | 91.85K | SH | $4.97M 2.04% | 91.85K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl ASOLE | CAP STK CL A | 15.15K | SH | $4.36M 1.79% | 15.15K | 0.00 | 0.00 |
SPDR Portfolio Developed World Ex-US ETFSOLE | PORTFOLIO DEVLPD | 86.75K | SH | $3.96M 1.63% | 86.75K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 12.43K | SH | $3.85M 1.58% | 12.43K | 0.00 | 0.00 |
iShares Core S&P Smallcap 600 Index ETFSOLE | CORE S&P SCP ETF | 28.25K | SH | $3.51M 1.44% | 28.25K | 0.00 | 0.00 |
Citigroup IncSOLE | COM NEW | 30.33K | SH | $3.44M 1.41% | 30.33K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 11.37K | SH | $3.35M 1.38% | 11.37K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | CORE MSCI EAFE | 34.06K | SH | $3.08M 1.27% | 34.06K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 17.05K | SH | $2.89M 1.19% | 17.05K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | TR UNIT | 4.37K | SH | $2.84M 1.17% | 4.37K | 0.00 | 0.00 |
iShares Core S&P 500 ETFSOLE | CORE S&P500 ETF | 3.48K | SH | $2.27M 0.93% | 3.48K | 0.00 | 0.00 |
Vanguard REIT ETFOTR | REAL ESTATE ETF | 24.70K | SH | $2.19M 0.90% | 24.70K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 9.86K | SH | $2.14M 0.88% | 9.86K | 0.00 | 0.00 |
Union Pacific CorpSOLE | COM | 8.73K | SH | $2.12M 0.87% | 8.73K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 16.47K | SH | $1.98M 0.81% | 16.47K | 0.00 | 0.00 |
Williams CompaniesSOLE | COM | 26.35K | SH | $1.92M 0.79% | 26.35K | 0.00 | 0.00 |