PORTAGE, MI
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
49.0%
Voting Authority Distribution
Total shares with voting rights: 31.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
31.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&PSOLE | S&P 500 ETF SHS | 326.41K | SH | $195.05M 6.74% | 0.00 | 0.00 | 326.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 563.42K | SH | $180.75M 6.25% | 0.00 | 0.00 | 563.42K |
DIMENSIONAL USSOLE | US EQUITY ETF | 2.53M | SH | $179.65M 6.21% | 0.00 | 0.00 | 2.53M |
ISHARES CORESOLE | CORE S&P TTL STK | 1.18M | SH | $168.35M 5.82% | 0.00 | 0.00 | 1.18M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 2.08M | SH | $160.59M 5.55% | 0.00 | 0.00 | 2.08M |
VANGUARD INTERMEDIATESOLE | INTERMED TERM | 1.89M | SH | $145.88M 5.04% | 0.00 | 0.00 | 1.89M |
DIMENSIONAL USSOLE | US CORE EQUITY 2 | 3.26M | SH | $126.81M 4.38% | 0.00 | 0.00 | 3.26M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 723.87K | SH | $100.13M 3.46% | 0.00 | 0.00 | 723.87K |
ISHARES CORESOLE | CORE US AGGBD ET | 898.30K | SH | $89.17M 3.08% | 0.00 | 0.00 | 898.30K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.84M | SH | $71.83M 2.48% | 0.00 | 0.00 | 1.84M |
VANGUARD TOTALSOLE | TOTAL BND MRKT | 899.25K | SH | $66.22M 2.29% | 0.00 | 0.00 | 899.25K |
APPLE INCSOLE | COM | 226.06K | SH | $57.37M 1.98% | 0.00 | 0.00 | 226.06K |
VANGUARD SMALLSOLE | SM CP VAL ETF | 226.56K | SH | $49.22M 1.70% | 0.00 | 0.00 | 226.56K |
VANGUARD HIGHSOLE | HIGH DIV YLD | 329.68K | SH | $48.83M 1.69% | 0.00 | 0.00 | 329.68K |
ISHARES GOLDSOLE | ISHARES | 463.74K | SH | $40.88M 1.41% | 0.00 | 0.00 | 463.74K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 525.36K | SH | $40.65M 1.41% | 0.00 | 0.00 | 525.36K |
AVANTIS INTLSOLE | INTL EQT ETF | 452.33K | SH | $38.38M 1.33% | 0.00 | 0.00 | 452.33K |
BNY MELLONSOLE | US LRG CP CORE | 303.39K | SH | $37.87M 1.31% | 0.00 | 0.00 | 303.39K |
STRYKER CORPSOLE | COM | 103.80K | SH | $34.11M 1.18% | 0.00 | 0.00 | 103.80K |
VANGUARD SHORTSOLE | SHRT TRM CORP BD | 410K | SH | $32.50M 1.12% | 0.00 | 0.00 | 410K |
DIMENSIONAL USSOLE | US CORE EQT MKT | 708.83K | SH | $31.98M 1.11% | 0.00 | 0.00 | 708.83K |
MICROSOFT CORPSOLE | COM | 73.45K | SH | $27.19M 0.94% | 0.00 | 0.00 | 73.45K |
VANGUARD GROWTHSOLE | GROWTH ETF | 61.94K | SH | $27.06M 0.94% | 0.00 | 0.00 | 61.94K |
VANGUARD MIDSOLE | MID CAP ETF | 93.97K | SH | $26.99M 0.93% | 0.00 | 0.00 | 93.97K |
AVANTIS U SSOLE | US EQT ETF | 242.23K | SH | $26.93M 0.93% | 0.00 | 0.00 | 242.23K |