Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | 42-1447865 | — | N/A | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Shares | Other securities | — | — | $1.0M | 13.1% | |
| Vanguard Equity Income Admiral Shares | Other securities | — | — | $779K | 10.0% | |
| Vanguard Value Index Admiral Shares | Other securities | — | — | $715K | 9.2% | |
| MFS International Diversification R6 | Other securities | — | — | $681K | 8.7% | |
| Vanguard Total Bond Market Index Admiral Shares | Other securities | — | — | $662K | 8.5% | |
| BlackRock Strategic Income Opps | Other securities | — | — | $545K | 7.0% | |
| Schwab International Index | Other securities | — | — | $446K | 5.7% | |
| Cohen & Steers Preferred Sec & Inc Z | Common Stock | — | — | $416K | 5.4% | |
| JPMorgan Global Bond Opportunities | Other securities | — | — | $407K | 5.2% | |
| Fidelity Long- Term Treasury Bond Index | U.S. Treasuries | — | — | $369K | 4.7% | |
| John Hancock Investment Grade Bond | Other securities | — | — | $265K | 3.4% | |
| BlackRock Mid-Cap Growth | Other securities | — | — | $256K | 3.3% | |
| Invesco Discovery Fund Class R6 | Other securities | — | — | $251K | 3.2% | |
| Avantis U.S Small Cap Value Fund Instl ** $ | Other securities | — | — | $245K | 3.2% | |
| Fidelity Advisor Focused Emerging Mrkts | Other securities | — | — | $234K | 3.0% | |
| Victory Sycamore Established Value | Other securities | — | — | $233K | 3.0% | |
| Fidelity Govermnet Money Market | Cash / Money Market | — | — | $14K | 0.2% | |
| Principal Global Real Estate Sec Inst | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
