LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
28.0%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 707.53K | SH | $55.94M 17.05% | 0.00 | 0.00 | 707.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 34.22K | SH | $20.45M 6.23% | 0.00 | 0.00 | 34.22K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 199.05K | SH | $15.35M 4.68% | 0.00 | 0.00 | 199.05K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.11K | SH | $13.06M 3.98% | 0.00 | 0.00 | 13.11K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 161.50K | SH | $12.36M 3.77% | 0.00 | 0.00 | 161.50K |
ISHARES TRSOLE | S&P 500 VAL ETF | 35.72K | SH | $7.54M 2.30% | 0.00 | 0.00 | 35.72K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 125.22K | SH | $7.29M 2.22% | 0.00 | 0.00 | 125.22K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 222.40K | SH | $7.15M 2.18% | 0.00 | 0.00 | 222.40K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 58.19K | SH | $6.58M 2.01% | 0.00 | 0.00 | 58.19K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 184.58K | SH | $6.24M 1.90% | 0.00 | 0.00 | 184.58K |
NVIDIA CORPORATIONSOLE | COM | 34.54K | SH | $6.02M 1.84% | 0.00 | 0.00 | 34.54K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 75.48K | SH | $5.56M 1.69% | 0.00 | 0.00 | 75.48K |
APPLE INCSOLE | COM | 19.29K | SH | $4.90M 1.49% | 0.00 | 0.00 | 19.29K |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.56K | SH | $4.71M 1.44% | 0.00 | 0.00 | 24.56K |
MICROSOFT CORPSOLE | COM | 11.66K | SH | $4.32M 1.32% | 0.00 | 0.00 | 11.66K |
ISHARES TRSOLE | CORE UNIVRSL USD | 89K | SH | $4.11M 1.25% | 0.00 | 0.00 | 89K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 106.59K | SH | $4.10M 1.25% | 0.00 | 0.00 | 106.59K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 118.35K | SH | $3.74M 1.14% | 0.00 | 0.00 | 118.35K |
ISHARES INCSOLE | CORE MSCI EMKT | 51.74K | SH | $3.61M 1.10% | 0.00 | 0.00 | 51.74K |
AMAZON COM INCSOLE | COM | 16.26K | SH | $3.39M 1.03% | 0.00 | 0.00 | 16.26K |
ISHARES TRSOLE | MSCI USA MMENTM | 14.09K | SH | $3.38M 1.03% | 0.00 | 0.00 | 14.09K |
TESLA INCSOLE | COM | 8.96K | SH | $3.33M 1.01% | 0.00 | 0.00 | 8.96K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MANAGED FUTURES | 109.56K | SH | $3.31M 1.01% | 0.00 | 0.00 | 109.56K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | TREASURY OPT INC | 135.33K | SH | $3.18M 0.97% | 0.00 | 0.00 | 135.33K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 81.23K | SH | $3.15M 0.96% | 0.00 | 0.00 | 81.23K |