LEANDER, TX
Allocation by class
Portfolio Concentration
Top 3 weight
21.9%
Top 10 weight
52.5%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 175.04K | SH | $8.81M 9.30% | 0.00 | 0.00 | 175.04K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 168.27K | SH | $6.19M 6.54% | 0.00 | 0.00 | 168.27K |
ALPHABET INCSOLE | CAP STK CL C | 19.95K | SH | $5.72M 6.04% | 0.00 | 0.00 | 19.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 66.84K | SH | $5.30M 5.59% | 0.00 | 0.00 | 66.84K |
AMAZON COM INCSOLE | COM | 24.27K | SH | $5.06M 5.34% | 0.00 | 0.00 | 24.27K |
APPLE INCSOLE | COM | 19.87K | SH | $5.04M 5.32% | 0.00 | 0.00 | 19.87K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 128.43K | SH | $4.34M 4.58% | 0.00 | 0.00 | 128.43K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 68.25K | SH | $3.87M 4.08% | 0.00 | 0.00 | 68.25K |
PACER FDS TRSOLE | US CASH COWS 100 | 50.11K | SH | $3.14M 3.31% | 0.00 | 0.00 | 50.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.73K | SH | $2.27M 2.39% | 0.00 | 0.00 | 4.73K |
SERIES PORTFOLIOS TRSOLE | ADAPTIV SELECT | 49.90K | SH | $2.10M 2.22% | 0.00 | 0.00 | 49.90K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 67.03K | SH | $2.06M 2.17% | 0.00 | 0.00 | 67.03K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 19.05K | SH | $1.79M 1.89% | 0.00 | 0.00 | 19.05K |
MICROSOFT CORPSOLE | COM | 4.42K | SH | $1.64M 1.73% | 0.00 | 0.00 | 4.42K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.46K | SH | $1.60M 1.69% | 0.00 | 0.00 | 2.46K |
KRANESHARES TRUSTSOLE | GLOBAL HUMANOID | 46.20K | SH | $1.44M 1.52% | 0.00 | 0.00 | 46.20K |
NVIDIA CORPORATIONSOLE | COM | 7.45K | SH | $1.30M 1.37% | 0.00 | 0.00 | 7.45K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 12.74K | SH | $1.01M 1.07% | 0.00 | 0.00 | 12.74K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.65K | SH | $949.7K 1.00% | 0.00 | 0.00 | 1.65K |
TIDAL TRUST IIISOLE | VISTASHARES ELEC | 38.61K | SH | $936.0K 0.99% | 0.00 | 0.00 | 38.61K |
TEXAS CAPITAL FUNDS TRUSTSOLE | TEXAS CAP TEX EQ | 24.50K | SH | $918.1K 0.97% | 0.00 | 0.00 | 24.50K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 11.33K | SH | $873.4K 0.92% | 0.00 | 0.00 | 11.33K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.13K | SH | $793.5K 0.84% | 0.00 | 0.00 | 4.13K |
RUSSELL INVTS EXCHANGE TRADESOLE | US SMALL CAP EQU | 23.94K | SH | $765.7K 0.81% | 0.00 | 0.00 | 23.94K |
META PLATFORMS INCSOLE | CL A | 1.24K | SH | $707.7K 0.75% | 0.00 | 0.00 | 1.24K |