LAFAYETTE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
13.1%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 4.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 130.66K | SH | $9.65M 4.79% | 0.00 | 0.00 | 130.66K |
FIRST TR VALUE LINE DIVID INSOLE | SHS | 219.29K | SH | $8.81M 4.37% | 0.00 | 0.00 | 219.29K |
ISHARES TRSOLE | MSCI USA MIN VOL | 107.92K | SH | $7.85M 3.89% | 0.00 | 0.00 | 107.92K |
APPLE INCSOLE | COM | 44.65K | SH | $7.36M 3.65% | 0.00 | 0.00 | 44.65K |
FIDELITY COVINGTON TRUSTSOLE | LOW VOLITY ETF | 121.83K | SH | $5.78M 2.87% | 0.00 | 0.00 | 121.83K |
ISHARES TRSOLE | U.S. MED DVC ETF | 104.32K | SH | $5.63M 2.79% | 0.00 | 0.00 | 104.32K |
SPDR GOLD TRSOLE | GOLD SHS | 28.71K | SH | $5.26M 2.61% | 0.00 | 0.00 | 28.71K |
ISHARES TRSOLE | 20 YR TR BD ETF | 49.22K | SH | $5.24M 2.60% | 0.00 | 0.00 | 49.22K |
VIRTUS ETF TR IISOLE | VIRTUS US QLTY | 188.98K | SH | $5.20M 2.58% | 0.00 | 0.00 | 188.98K |
EXXON MOBIL CORPSOLE | COM | 45.23K | SH | $4.96M 2.46% | 0.00 | 0.00 | 45.23K |
CHEVRON CORP NEWSOLE | COM | 26.25K | SH | $4.28M 2.12% | 0.00 | 0.00 | 26.25K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 62.31K | SH | $3.89M 1.93% | 0.00 | 0.00 | 62.31K |
GLOBAL X FDSSOLE | GLB X MLP ENRG I | 91.75K | SH | $3.67M 1.82% | 0.00 | 0.00 | 91.75K |
DNP SELECT INCOME FD INCSOLE | COM | 329.29K | SH | $3.63M 1.80% | 0.00 | 0.00 | 329.29K |
MICROSOFT CORPSOLE | COM | 10.70K | SH | $3.08M 1.53% | 0.00 | 0.00 | 10.70K |
AMAZON COM INCSOLE | COM | 25.44K | SH | $2.63M 1.30% | 0.00 | 0.00 | 25.44K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 32.26K | SH | $2.57M 1.28% | 0.00 | 0.00 | 32.26K |
ISHARES TRSOLE | AGGRES ALLOC ETF | 39.82K | SH | $2.53M 1.26% | 0.00 | 0.00 | 39.82K |
GOLDMAN SACHS ETF TRSOLE | HEDGE IND ETF | 32.88K | SH | $2.53M 1.26% | 0.00 | 0.00 | 32.88K |
ISHARES GOLD TRSOLE | ISHARES NEW | 64.80K | SH | $2.42M 1.20% | 0.00 | 0.00 | 64.80K |
ALPS ETF TRSOLE | OSHARES US QUALT | 55.16K | SH | $2.32M 1.15% | 0.00 | 0.00 | 55.16K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 109.99K | SH | $2.19M 1.09% | 0.00 | 0.00 | 109.99K |
ABBVIE INCSOLE | COM | 13.68K | SH | $2.18M 1.08% | 0.00 | 0.00 | 13.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.04K | SH | $2.17M 1.08% | 0.00 | 0.00 | 7.04K |
HOME DEPOT INCSOLE | COM | 6.79K | SH | $2.00M 0.99% | 0.00 | 0.00 | 6.79K |