ROCKAWAY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.44K | SH | $7.0K 4.98% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.68K | SH | $6.4K 4.58% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.61K | SH | $5.9K 4.20% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 179.82K | SH | $4.7K 3.36% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | S&P 500 PREMIUM | 77.19K | SH | $4.1K 2.90% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SENIOR LN FD | 85.27K | SH | $3.9K 2.78% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.50K | SH | $3.6K 2.58% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.85K | SH | $3.5K 2.49% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.14K | SH | $3.1K 2.20% | 0.00 | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 182.94K | SH | $3.0K 2.15% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 12.64K | SH | $2.9K 2.08% | 0.00 | 0.00 | 0.00 |
FIRST TR HIGH YIELD OPPRT 20SOLE | COM | 196.25K | SH | $2.8K 1.97% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.67K | SH | $2.4K 1.71% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 19.11K | SH | $2.1K 1.49% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.65K | SH | $2.1K 1.48% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 33.04K | SH | $1.8K 1.31% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 21.23K | SH | $1.8K 1.31% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 76.56K | SH | $1.8K 1.27% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 7.75K | SH | $1.8K 1.27% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.63K | SH | $1.6K 1.17% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.95K | SH | $1.6K 1.13% | 0.00 | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 22.40K | SH | $1.5K 1.09% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 54.95K | SH | $1.5K 1.08% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.68K | SH | $1.5K 1.04% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 25.50K | SH | $1.4K 1.00% | 0.00 | 0.00 | 0.00 |