MECHANICSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
29.2%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 29.93K | SH | $7.60M 5.65% | 0.00 | 0.00 | 29.93K |
NVIDIA CORPORATIONSOLE | COM | 32.20K | SH | $5.61M 4.18% | 0.00 | 0.00 | 32.20K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 108.33K | SH | $4.27M 3.18% | 0.00 | 0.00 | 108.33K |
MICROSOFT CORPSOLE | COM | 11.23K | SH | $4.16M 3.09% | 0.00 | 0.00 | 11.23K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 68.32K | SH | $3.86M 2.87% | 0.00 | 0.00 | 68.32K |
AMAZON COM INCSOLE | COM | 18.44K | SH | $3.84M 2.86% | 0.00 | 0.00 | 18.44K |
WELLS FARGO & COSOLE | COM | 32.70K | SH | $2.60M 1.94% | 0.00 | 0.00 | 32.70K |
CITIGROUP INCSOLE | COM NEW | 22.28K | SH | $2.53M 1.88% | 0.00 | 0.00 | 22.28K |
MARATHON PETE CORPSOLE | COM | 9.71K | SH | $2.37M 1.76% | 0.00 | 0.00 | 9.71K |
BROADCOM INCSOLE | COM | 7.60K | SH | $2.35M 1.75% | 0.00 | 0.00 | 7.60K |
ALPHABET INCSOLE | CAP STK CL A | 8.09K | SH | $2.33M 1.73% | 0.00 | 0.00 | 8.09K |
FIRST TR EXCHNG TRADED FD VISOLE | VEST NASDAQ 100 | 78.14K | SH | $1.94M 1.44% | 0.00 | 0.00 | 78.14K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 43.25K | SH | $1.76M 1.31% | 0.00 | 0.00 | 43.25K |
META PLATFORMS INCSOLE | CL A | 2.88K | SH | $1.65M 1.23% | 0.00 | 0.00 | 2.88K |
ISHARES TRSOLE | S&P 100 ETF | 5.17K | SH | $1.64M 1.22% | 0.00 | 0.00 | 5.17K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 26.98K | SH | $1.57M 1.17% | 0.00 | 0.00 | 26.98K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.31K | SH | $1.51M 1.12% | 0.00 | 0.00 | 2.31K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST INT EQ M | 56.59K | SH | $1.48M 1.10% | 0.00 | 0.00 | 56.59K |
ISHARES TRSOLE | S&P 500 VAL ETF | 6.86K | SH | $1.45M 1.08% | 0.00 | 0.00 | 6.86K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.26K | SH | $1.44M 1.07% | 0.00 | 0.00 | 4.26K |
ISHARES TRSOLE | MSCI USA QLT FCT | 7.29K | SH | $1.40M 1.04% | 0.00 | 0.00 | 7.29K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 8.70K | SH | $1.37M 1.02% | 0.00 | 0.00 | 8.70K |
ISHARES TRSOLE | EAFE VALUE ETF | 18.25K | SH | $1.36M 1.01% | 0.00 | 0.00 | 18.25K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 3.90K | SH | $1.35M 1.00% | 0.00 | 0.00 | 3.90K |
CARDINAL HEALTH INCSOLE | COM | 6.22K | SH | $1.31M 0.98% | 0.00 | 0.00 | 6.22K |