LEANDER, TX
Allocation by class
Portfolio Concentration
Top 3 weight
27.7%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 332.81K | SH | $16.76M 14.05% | 0.00 | 0.00 | 332.81K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 272.57K | SH | $9.34M 7.83% | 0.00 | 0.00 | 272.57K |
ALPHABET INCSOLE | CAP STK CL C | 19.71K | SH | $6.96M 5.84% | 0.00 | 0.00 | 19.71K |
AMAZON COM INCSOLE | COM | 24.21K | SH | $5.77M 4.84% | 0.00 | 0.00 | 24.21K |
APPLE INCSOLE | COM | 19.76K | SH | $5.72M 4.79% | 0.00 | 0.00 | 19.76K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 141.02K | SH | $5.15M 4.32% | 0.00 | 0.00 | 141.02K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 153.81K | SH | $4.90M 4.11% | 0.00 | 0.00 | 153.81K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 48.35K | SH | $3.82M 3.20% | 0.00 | 0.00 | 48.35K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 59.26K | SH | $3.35M 2.81% | 0.00 | 0.00 | 59.26K |
PACER FDS TRSOLE | US CASH COWS 100 | 49.53K | SH | $3.08M 2.58% | 0.00 | 0.00 | 49.53K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.59K | SH | $2.30M 1.93% | 0.00 | 0.00 | 4.59K |
KRANESHARES TRUSTSOLE | GBL HUMANOID ROB | 53.42K | SH | $2.20M 1.85% | 0.00 | 0.00 | 53.42K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 68.66K | SH | $2.18M 1.83% | 0.00 | 0.00 | 68.66K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 21.74K | SH | $2.13M 1.79% | 0.00 | 0.00 | 21.74K |
SERIES PORTFOLIOS TRSOLE | ADAPTIV SELECT | 41.51K | SH | $2.01M 1.68% | 0.00 | 0.00 | 41.51K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.60K | SH | $1.95M 1.63% | 0.00 | 0.00 | 2.60K |
MICROSOFT CORPSOLE | COM | 4.85K | SH | $1.81M 1.52% | 0.00 | 0.00 | 4.85K |
TIDAL TRUST IIISOLE | VIST ELEC SU ETF | 52.39K | SH | $1.62M 1.36% | 0.00 | 0.00 | 52.39K |
NVIDIA CORPORATIONSOLE | COM | 6.96K | SH | $1.39M 1.17% | 0.00 | 0.00 | 6.96K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 4.51K | SH | $1.37M 1.15% | 0.00 | 0.00 | 4.51K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TEC LEA ETF | 12.04K | SH | $1.34M 1.13% | 0.00 | 0.00 | 12.04K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.66K | SH | $1.22M 1.03% | 0.00 | 0.00 | 1.66K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.81K | SH | $1.02M 0.86% | 0.00 | 0.00 | 4.81K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 11.29K | SH | $965.5K 0.81% | 0.00 | 0.00 | 11.29K |
RUSSELL INVTS EXCHANGE TRADESOLE | US SM CA EQ ETF | 23.80K | SH | $929.1K 0.78% | 0.00 | 0.00 | 23.80K |