LAFAYETTE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
18.2%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 2M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US QTLY DIV GRT | 111.86K | SH | $9.83M 6.91% | 0.00 | 0.00 | 111.86K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 294.03K | SH | $9.02M 6.34% | 0.00 | 0.00 | 294.03K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 36.09K | SH | $7.08M 4.98% | 0.00 | 0.00 | 36.09K |
ISHARES TRSOLE | MSCI USA MIN VOL | 72.02K | SH | $6.68M 4.70% | 0.00 | 0.00 | 72.02K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 206.91K | SH | $6.31M 4.44% | 0.00 | 0.00 | 206.91K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 225.48K | SH | $6.28M 4.42% | 0.00 | 0.00 | 225.48K |
ISHARES TRSOLE | MSCI USA MMENTM | 23.76K | SH | $5.70M 4.01% | 0.00 | 0.00 | 23.76K |
ISHARES TRSOLE | MSCI USA QLT FCT | 28.99K | SH | $5.56M 3.91% | 0.00 | 0.00 | 28.99K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 25.72K | SH | $5.24M 3.69% | 0.00 | 0.00 | 25.72K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 34.89K | SH | $5.06M 3.56% | 0.00 | 0.00 | 34.89K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 187.05K | SH | $4.69M 3.30% | 0.00 | 0.00 | 187.05K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.27K | SH | $4.26M 2.99% | 0.00 | 0.00 | 13.27K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 19.29K | SH | $4.15M 2.92% | 0.00 | 0.00 | 19.29K |
PROSHARES TRSOLE | S&P MDCP 400 DIV | 43.73K | SH | $3.78M 2.66% | 0.00 | 0.00 | 43.73K |
TESLA INCSOLE | COM | 9.77K | SH | $3.63M 2.55% | 0.00 | 0.00 | 9.77K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 33.15K | SH | $3.51M 2.47% | 0.00 | 0.00 | 33.15K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 37.77K | SH | $3.37M 2.37% | 0.00 | 0.00 | 37.77K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 16.30K | SH | $3.00M 2.11% | 0.00 | 0.00 | 16.30K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 97.17K | SH | $2.83M 1.99% | 0.00 | 0.00 | 97.17K |
WISDOMTREE TRSOLE | US TOTAL DIVIDND | 31K | SH | $2.68M 1.88% | 0.00 | 0.00 | 31K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 31.27K | SH | $2.29M 1.61% | 0.00 | 0.00 | 31.27K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 5.98K | SH | $2.20M 1.55% | 0.00 | 0.00 | 5.98K |
ALPS ETF TRSOLE | OSHARES US QUALT | 35.84K | SH | $2.00M 1.40% | 0.00 | 0.00 | 35.84K |
EXXON MOBIL CORPSOLE | COM | 11.12K | SH | $1.89M 1.33% | 0.00 | 0.00 | 11.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.11K | SH | $1.79M 1.26% | 0.00 | 0.00 | 4.11K |