SHAKER HEIGHTS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
19.3%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 7.76M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.76M
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 | 118.47K | SH | $77.0K 8.76% | 0.00 | 0.00 | 118.47K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 141.65K | SH | $60.4K 6.86% | 0.00 | 0.00 | 141.65K |
ISHARES TRSOLE | MSCI USA QLT FCT | 168.63K | SH | $32.3K 3.68% | 0.00 | 0.00 | 168.63K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 141.85K | SH | $30.5K 3.47% | 0.00 | 0.00 | 141.85K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 93.75K | SH | $30.1K 3.42% | 0.00 | 0.00 | 93.75K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 126.08K | SH | $26.9K 3.06% | 0.00 | 0.00 | 126.08K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 121.04K | SH | $23.2K 2.64% | 0.00 | 0.00 | 121.04K |
ISHARES TRSOLE | CORE DIV GRWTH | 309.32K | SH | $21.7K 2.47% | 0.00 | 0.00 | 309.32K |
ISHARES TRSOLE | MSCI USA MIN VOL | 233.69K | SH | $21.7K 2.46% | 0.00 | 0.00 | 233.69K |
ISHARES TRSOLE | S&P MC 400GR ETF | 212.59K | SH | $21.4K 2.43% | 0.00 | 0.00 | 212.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 145.59K | SH | $21.2K 2.41% | 0.00 | 0.00 | 145.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35K | SH | $20.2K 2.30% | 0.00 | 0.00 | 35K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 156.64K | SH | $17.7K 2.01% | 0.00 | 0.00 | 156.64K |
ISHARES TRSOLE | S&P MC 400VL ETF | 110.63K | SH | $14.7K 1.67% | 0.00 | 0.00 | 110.63K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 44.75K | SH | $13.4K 1.52% | 0.00 | 0.00 | 44.75K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 28.35K | SH | $12.4K 1.41% | 0.00 | 0.00 | 28.35K |
CAESARS ENTERTAINMENT INC NESOLE | COM | 443.13K | SH | $11.7K 1.33% | 0.00 | 0.00 | 443.13K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 93.41K | SH | $11.7K 1.33% | 0.00 | 0.00 | 93.41K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 156.79K | SH | $11.5K 1.30% | 0.00 | 0.00 | 156.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 120.22K | SH | $11.0K 1.25% | 0.00 | 0.00 | 120.22K |
ISHARES TRSOLE | S&P SML 600 GWT | 68.16K | SH | $9.9K 1.12% | 0.00 | 0.00 | 68.16K |
APPLE INCSOLE | COM | 36.81K | SH | $9.3K 1.06% | 0.00 | 0.00 | 36.81K |
ISHARES TRSOLE | S&P 500 VAL ETF | 44K | SH | $9.3K 1.06% | 0.00 | 0.00 | 44K |
ISHARES TRSOLE | SP SMCP600VL ETF | 71.34K | SH | $8.5K 0.96% | 0.00 | 0.00 | 71.34K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 213.46K | SH | $8.2K 0.93% | 0.00 | 0.00 | 213.46K |