DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Spokane, WA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $31,815 | May 31, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 | $317,596 | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 82 | $13.6M | May 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 16 | $2.6M | May 31, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| UBS Financial Services Inc. | Investment adviser | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| Randall & Hurley, Inc. | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |