BARRINGTON, IL
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
47.2%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.69K | SH | $20.86M 10.81% | 0.00 | 0.00 | 41.69K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 44.13K | SH | $13.37M 6.93% | 0.00 | 0.00 | 44.13K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 159.89K | SH | $8.73M 4.53% | 0.00 | 0.00 | 159.89K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 181.37K | SH | $8.29M 4.30% | 0.00 | 0.00 | 181.37K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 241.45K | SH | $8.27M 4.29% | 0.00 | 0.00 | 241.45K |
AMPLIFY ETF TRSOLE | BLOCK TECHN ETF | 120.02K | SH | $7.52M 3.90% | 0.00 | 0.00 | 120.02K |
TIDAL TRUST IIISOLE | VIST ARTI IN ETF | 78.48K | SH | $6.70M 3.47% | 0.00 | 0.00 | 78.48K |
APPLE INCSOLE | COM | 22.41K | SH | $6.48M 3.36% | 0.00 | 0.00 | 22.41K |
NVIDIA CORPORATIONSOLE | COM | 28.53K | SH | $5.71M 2.96% | 0.00 | 0.00 | 28.53K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 40.47K | SH | $5.05M 2.62% | 0.00 | 0.00 | 40.47K |
NEOS ETF TRUSTSOLE | NEOS ENHCD INME | 101.45K | SH | $4.77M 2.47% | 0.00 | 0.00 | 101.45K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 140.84K | SH | $4.49M 2.33% | 0.00 | 0.00 | 140.84K |
ALPHABET INCSOLE | CAP STK CL C | 11.16K | SH | $3.94M 2.04% | 0.00 | 0.00 | 11.16K |
ALPHABET INCSOLE | CAP STK CL A | 8.49K | SH | $3.04M 1.57% | 0.00 | 0.00 | 8.49K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.78K | SH | $2.97M 1.54% | 0.00 | 0.00 | 49.78K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.96K | SH | $2.92M 1.51% | 0.00 | 0.00 | 3.96K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 4.32K | SH | $2.83M 1.47% | 0.00 | 0.00 | 4.32K |
MICROSOFT CORPSOLE | COM | 6.92K | SH | $2.58M 1.34% | 0.00 | 0.00 | 6.92K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 51.81K | SH | $2.49M 1.29% | 0.00 | 0.00 | 51.81K |
TESLA INCSOLE | COM | 5.42K | SH | $2.28M 1.18% | 0.00 | 0.00 | 5.42K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 42.37K | SH | $1.91M 0.99% | 0.00 | 0.00 | 42.37K |
AMAZON COM INCSOLE | COM | 7.73K | SH | $1.84M 0.95% | 0.00 | 0.00 | 7.73K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 36.22K | SH | $1.83M 0.95% | 0.00 | 0.00 | 36.22K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 76.89K | SH | $1.82M 0.94% | 0.00 | 0.00 | 76.89K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 9.89K | SH | $1.75M 0.91% | 0.00 | 0.00 | 9.89K |