CENTERVILLE, UT
Allocation by class
Portfolio Concentration
Top 3 weight
24.5%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 6.12M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 454.59K | SH | $49.86M 10.79% | 0.00 | 0.00 | 454.59K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 248.84K | SH | $36.85M 7.97% | 0.00 | 0.00 | 248.84K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 320.07K | SH | $26.49M 5.73% | 0.00 | 0.00 | 320.07K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 287.43K | SH | $26.34M 5.70% | 0.00 | 0.00 | 287.43K |
ISHARES TRSOLE | MSCI INTL VLU FT | 591.93K | SH | $23.49M 5.08% | 0.00 | 0.00 | 591.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 763.55K | SH | $22.28M 4.82% | 0.00 | 0.00 | 763.55K |
ISHARES TRSOLE | CORE MSCI TOTAL | 224.16K | SH | $19.42M 4.20% | 0.00 | 0.00 | 224.16K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 GRTH | 98.11K | SH | $12.21M 2.64% | 0.00 | 0.00 | 98.11K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 115.67K | SH | $8.46M 1.83% | 0.00 | 0.00 | 115.67K |
NVIDIA CORPORATIONSOLE | COM | 45.54K | SH | $7.94M 1.72% | 0.00 | 0.00 | 45.54K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 54.04K | SH | $7.18M 1.55% | 0.00 | 0.00 | 54.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 266.26K | SH | $6.21M 1.34% | 0.00 | 0.00 | 266.26K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 97.88K | SH | $5.55M 1.20% | 0.00 | 0.00 | 97.88K |
ISHARES S&P GSCI COMMODITY-SOLE | UNIT BEN INT | 169.78K | SH | $5.48M 1.18% | 0.00 | 0.00 | 169.78K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 58.36K | SH | $5.18M 1.12% | 0.00 | 0.00 | 58.36K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 71.57K | SH | $5.07M 1.10% | 0.00 | 0.00 | 71.57K |
MICROSOFT CORPSOLE | COM | 12.89K | SH | $4.77M 1.03% | 0.00 | 0.00 | 12.89K |
AMAZON COM INCSOLE | COM | 21.17K | SH | $4.41M 0.95% | 0.00 | 0.00 | 21.17K |
APPLE INCSOLE | COM | 16.01K | SH | $4.06M 0.88% | 0.00 | 0.00 | 16.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.23K | SH | $3.60M 0.78% | 0.00 | 0.00 | 11.23K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 36.17K | SH | $3.45M 0.75% | 0.00 | 0.00 | 36.17K |
ISHARES TRSOLE | CONV BD ETF | 33.33K | SH | $3.39M 0.73% | 0.00 | 0.00 | 33.33K |
ALPHABET INCSOLE | CAP STK CL A | 11.63K | SH | $3.34M 0.72% | 0.00 | 0.00 | 11.63K |
ALPHABET INCSOLE | CAP STK CL C | 11.20K | SH | $3.21M 0.69% | 0.00 | 0.00 | 11.20K |
VANECK ETF TRUSTSOLE | RARE EARTH AND S | 33.76K | SH | $2.97M 0.64% | 0.00 | 0.00 | 33.76K |