PHEONIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
19.6%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Full voting authority
1.64M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 44.11K | SH | $25.23M 13.00% | 44.11K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 67.71K | SH | $6.82M 3.51% | 67.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 20.64K | SH | $5.94M 3.06% | 20.64K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.78K | SH | $4.36M 2.24% | 10.68K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 30.68K | SH | $3.47M 1.79% | 30.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.29K | SH | $3.24M 1.67% | 11.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.79K | SH | $2.99M 1.54% | 11.79K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 3.09K | SH | $2.76M 1.42% | 3.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 25.66K | SH | $2.62M 1.35% | 25.66K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES PRIME MO | 25.01K | SH | $2.51M 1.29% | 25.01K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 29.89K | SH | $2.50M 1.29% | 29.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.33K | SH | $2.33M 1.20% | 13.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 10.93K | SH | $2.31M 1.19% | 10.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.31K | SH | $1.98M 1.02% | 3.31K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 28.78K | SH | $1.96M 1.01% | 28.78K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 10.41K | SH | $1.90M 0.98% | 10.41K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 5.04K | SH | $1.77M 0.91% | 5.04K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 3.01K | SH | $1.77M 0.91% | 3.01K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 4.97K | SH | $1.71M 0.88% | 4.97K | 0.00 | 0.00 |
MITSUBISHI UFJ FINANCIAL GROSOLE | SPONSORED ADS | 98.84K | SH | $1.68M 0.86% | 98.84K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 4.54K | SH | $1.62M 0.83% | 4.54K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 20.21K | SH | $1.61M 0.83% | 20.21K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 6.02K | SH | $1.60M 0.82% | 6.02K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 4.92K | SH | $1.58M 0.81% | 3.32K | 0.00 | 0.00 |
AMERIPRISE FINL INCSOLE | COM | 3.52K | SH | $1.56M 0.80% | 3.52K | 0.00 | 0.00 |