TORRANCE, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.8%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.69M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 553.47K | SH | $11.54M 8.87% | 0.00 | 0.00 | 553.47K |
GLOBAL X FDSSOLE | 1 3 MO T BI ET | 113.08K | SH | $11.35M 8.72% | 0.00 | 0.00 | 113.08K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 197.60K | SH | $9.33M 7.17% | 0.00 | 0.00 | 197.60K |
APPLE INCSOLE | COM | 26.84K | SH | $7.77M 5.97% | 0.00 | 0.00 | 26.84K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 139.11K | SH | $7.61M 5.85% | 0.00 | 0.00 | 139.11K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 124.66K | SH | $6.44M 4.95% | 0.00 | 0.00 | 124.66K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 108.54K | SH | $4.48M 3.44% | 0.00 | 0.00 | 108.54K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 87.85K | SH | $4.33M 3.33% | 0.00 | 0.00 | 87.85K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 44.89K | SH | $3.64M 2.80% | 0.00 | 0.00 | 44.89K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 23.68K | SH | $3.15M 2.42% | 0.00 | 0.00 | 23.68K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 60.12K | SH | $2.99M 2.30% | 0.00 | 0.00 | 60.12K |
ISHARES TRSOLE | CORE DIV GRWTH | 37.39K | SH | $2.83M 2.18% | 0.00 | 0.00 | 37.39K |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 131.42K | SH | $2.35M 1.81% | 0.00 | 0.00 | 131.42K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 13.69K | SH | $2.16M 1.66% | 0.00 | 0.00 | 13.69K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 39.23K | SH | $2.12M 1.63% | 0.00 | 0.00 | 39.23K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 34.62K | SH | $2.04M 1.57% | 0.00 | 0.00 | 34.62K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 21.89K | SH | $1.92M 1.48% | 0.00 | 0.00 | 21.89K |
GLOBAL X FDSSOLE | NASDAQ 100 COVER | 104.17K | SH | $1.92M 1.48% | 0.00 | 0.00 | 104.17K |
GLOBAL X FDSSOLE | RATE PREFERRED | 85.91K | SH | $1.89M 1.45% | 0.00 | 0.00 | 85.91K |
SPDR SERIES TRUSTSOLE | ST NUVE HIGH ETF | 72.48K | SH | $1.84M 1.42% | 0.00 | 0.00 | 72.48K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 14.71K | SH | $1.76M 1.35% | 0.00 | 0.00 | 14.71K |
ISHARES TRSOLE | EAFE GRWTH ETF | 12.62K | SH | $1.57M 1.21% | 0.00 | 0.00 | 12.62K |
ISHARES TRSOLE | CALIF MUN BD ETF | 26.39K | SH | $1.52M 1.17% | 0.00 | 0.00 | 26.39K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 35.02K | SH | $1.41M 1.08% | 0.00 | 0.00 | 35.02K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 24.30K | SH | $1.28M 0.98% | 0.00 | 0.00 | 24.30K |