Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIRACLE MILE ADVISORS, LLC | 20-8196553 | LOS ANGELES, CA | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIKOFF COMBS & CO., LLC | 65-1203311 | HONOLULU, HI | PLAN AUDITOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Exchange traded fund, 1593.0000 units | Other securities | — | $123K | $115K | 6.8% | |
| iShares MBS Exchange traded fund, 915.0000 units | Other securities | — | $88K | $84K | 5.0% | |
| Vanguard S&P 500 Exchange traded fund, 138.0000 units | Other securities | — | $36K | $74K | 4.4% | |
| Invesco QQQ Trust Series I Exchange traded fund, 144.0000 units | Other securities | — | $31K | $74K | 4.4% | |
| iShares S&P 500 Value Exchange traded fund, 275.0000 units | Other securities | — | $47K | $52K | 3.1% | |
| Vanguard High Dividend Yield Index Exchange traded fund, 411.0000 units | Other securities | — | $43K | $52K | 3.1% | |
| iShares S&P 500 Growth Exchange traded fund, 474.0000 units | Other securities | — | $27K | $48K | 2.9% | |
| iShares AAA-A Rated Corporate Bond Exchange traded fund, 895.0000 units | Other securities | — | $42K | $42K | 2.5% | |
| iShares MSCI USA Quality Factor Exchange traded fund, 220.0000 units | Other securities | — | $29K | $39K | 2.3% | |
| iShares 1-5 Year Investment Grade Corporate Bond Exchange traded fund, 541.0000 units | Other securities | — | $28K | $28K | 1.7% | |
| Invesco Aerospace & Defense Exchange traded fund, 108.0000 units | Common Stock | — | $9K | $12K | 0.7% | |
| iShares Core MSCI Total International Stock Exchange traded fund, 184.0000 units | Other securities | — | $11K | $12K | 0.7% | |
| iShares Russell MidCap Exchange traded fund, 137.0000 units | Other securities | — | $10K | $12K | 0.7% | |
| Vanguard Small-Cap Exchange traded fund, 50.0000 units | Other securities | — | $9K | $12K | 0.7% | |
| iShares Flexible Income Active Exchange traded fund, 215.0000 units | Other securities | — | $11K | $11K | 0.7% | |
| Exchange traded funds Health Care Select Sector SPDR Fund Exchange traded fund, 60.0000 units | Other securities | — | $8K | $8K | 0.5% | |
| Money market funds * Schwab Govt Money Fund Money market, 4,226.71 units | Cash / Money Market | — | $4K | $4K | 0.3% | |
| iShares U.S. Insurance Exchange traded fund, 33.0000 units | Other securities | — | $5K | $4K | 0.2% | |
| SPDR S&P Capital Markets Exchange traded fund, 30.0000 units | Other securities | — | $4K | $4K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
