Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUMIN FINANCIAL, LLC | — | SOUTHFIELD, MI | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF Exchange traded fund | Other securities | — | $466K | $616K | 23.8% | |
| BlackRock Total Return Investor A Mutual fund | Other securities | — | $275K | $271K | 10.4% | |
| JPMorgan US Quality Factor ETF Exchange traded fund | Other securities | — | $193K | $249K | 9.6% | |
| BlackRock Sustainable Advantage Large Cap Core Institutional Shares Mutual fund | Other securities | — | $222K | $245K | 9.5% | |
| iShares Total Bond USD Bond Market ETF Exchange traded fund | Other securities | — | $207K | $208K | 8.0% | |
| iShares US Technology Exchange traded fund | Other securities | — | $114K | $168K | 6.5% | |
| iShares 1-3 year Treasry Bond ETF Exchange traded fund | Other securities | — | $103K | $104K | 4.0% | |
| iShares ESG MSI USA MN ETF Exchange traded fund | Other securities | — | $84K | $98K | 3.8% | |
| iShares 10-20 Year Treasury Bond ETF Exchange traded fund | U.S. Treasuries | — | $55K | $51K | 2.0% | |
| BlackRock US Mortage Portfolio A Mutual fund | Other securities | — | $49K | $50K | 1.9% | |
| Berkshire Hathaway Class B Common Stock | Common Stock | — | $31K | $43K | 1.6% | |
| Visa Inc. Common Stock | Common Stock | — | $32K | $42K | 1.6% | |
| Costco Wholesale Co. Common Stock | Common Stock | — | $24K | $41K | 1.6% | |
| S&P Global Inc. Common Stock | Common Stock | — | $32K | $40K | 1.5% | |
| Eli Lilly and Co Common Stock | Common Stock | — | $23K | $39K | 1.5% | |
| Alphabet Inc. Class A Common Stock | Common Stock | — | $23K | $37K | 1.4% | |
| Auto Data Processing Common Stock | Common Stock | — | $25K | $32K | 1.2% | |
| Home Depot Common Stock | Common Stock | — | $25K | $31K | 1.2% | |
| Proctor & Gamble Common Stock | Common Stock | — | $24K | $27K | 1.0% | |
| Exxon Mobil Corp. Common Stock | Common Stock | — | $26K | $26K | 1.0% | |
| UnitedHealth Group Inc. Common Stock | Common Stock | — | $21K | $26K | 1.0% | |
| Starbucks Corp. Common Stock | Common Stock | — | $25K | $23K | 0.9% | |
| Johnson & Johnson Common Stock | Common Stock | — | $24K | $22K | 0.8% | |
| Merck & Co Inc. Common Stock | Common Stock | — | $24K | $21K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
