HYANNIS, MA
Allocation by class
Portfolio Concentration
Top 3 weight
32.1%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 2.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 54.55K | SH | $35.63M 13.80% | 0.00 | 0.00 | 54.55K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 45.95K | SH | $26.52M 10.27% | 0.00 | 0.00 | 45.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 43.09K | SH | $20.65M 8.00% | 0.00 | 0.00 | 43.09K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 413.74K | SH | $20.24M 7.84% | 0.00 | 0.00 | 413.74K |
ISHARES TRSOLE | CORE S&P MCP ETF | 224.23K | SH | $15.14M 5.86% | 0.00 | 0.00 | 224.23K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 207.78K | SH | $9.73M 3.77% | 0.00 | 0.00 | 207.78K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 35.09K | SH | $9.19M 3.56% | 0.00 | 0.00 | 35.09K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 279.70K | SH | $8.58M 3.32% | 0.00 | 0.00 | 279.70K |
WELLTOWER INCSOLE | COM | 42.63K | SH | $8.43M 3.26% | 0.00 | 0.00 | 42.63K |
TESLA INCSOLE | COM | 17.83K | SH | $6.63M 2.57% | 0.00 | 0.00 | 17.83K |
ISHARES TRSOLE | MSCI USA QLT FCT | 33.02K | SH | $6.33M 2.45% | 0.00 | 0.00 | 33.02K |
INVESCO EXCH TRADED FD TR IISOLE | S&P SMLCAP QTY | 132K | SH | $5.57M 2.16% | 0.00 | 0.00 | 132K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 102.52K | SH | $5.42M 2.10% | 0.00 | 0.00 | 102.52K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 90.08K | SH | $5.24M 2.03% | 0.00 | 0.00 | 90.08K |
ISHARES TRSOLE | ISHARES SEMICDTR | 15.26K | SH | $5.02M 1.94% | 0.00 | 0.00 | 15.26K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 105.42K | SH | $4.90M 1.90% | 0.00 | 0.00 | 105.42K |
VANGUARD WELLINGTON FDSOLE | US QUALITY | 28.09K | SH | $4.19M 1.62% | 0.00 | 0.00 | 28.09K |
ISHARES TRSOLE | MSCI USA MMENTM | 17.32K | SH | $4.16M 1.61% | 0.00 | 0.00 | 17.32K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 46.21K | SH | $4.09M 1.58% | 0.00 | 0.00 | 46.21K |
ISHARES TRSOLE | CORE MSCI TOTAL | 43.02K | SH | $3.73M 1.44% | 0.00 | 0.00 | 43.02K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 17.19K | SH | $3.50M 1.36% | 0.00 | 0.00 | 17.19K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 55.42K | SH | $2.88M 1.11% | 0.00 | 0.00 | 55.42K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 26.42K | SH | $2.84M 1.10% | 0.00 | 0.00 | 26.42K |
NVIDIA CORPORATIONSOLE | COM | 15.98K | SH | $2.79M 1.08% | 0.00 | 0.00 | 15.98K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 44.78K | SH | $2.49M 0.96% | 0.00 | 0.00 | 44.78K |