BARRINGTON, IL
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Full voting authority
2.32M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.78K | SH | $20.31M 10.35% | 40.78K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 43.73K | SH | $13.32M 6.79% | 43.73K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 160.17K | SH | $8.80M 4.48% | 160.17K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 247.98K | SH | $8.67M 4.41% | 247.98K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 181.48K | SH | $8.44M 4.30% | 181.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 22.48K | SH | $7.48M 3.81% | 22.48K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | BLOCK TECHN ETF | 120.80K | SH | $7.40M 3.77% | 120.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.12K | SH | $6.43M 3.27% | 28.12K | 0.00 | 0.00 |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 140.59K | SH | $6.38M 3.25% | 140.59K | 0.00 | 0.00 |
TIDAL TRUST IIISOLE | VIST ARTI IN ETF | 79.94K | SH | $5.97M 3.04% | 79.94K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 41.71K | SH | $4.91M 2.50% | 41.71K | 0.00 | 0.00 |
NEOS ETF TRUSTSOLE | NEOS ENHCD INME | 103.66K | SH | $4.65M 2.37% | 103.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.82K | SH | $3.69M 1.88% | 10.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.90K | SH | $3.54M 1.80% | 6.90K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 51.67K | SH | $3.06M 1.56% | 51.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.50K | SH | $2.92M 1.49% | 8.50K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.93K | SH | $2.91M 1.48% | 3.93K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 4.30K | SH | $2.62M 1.34% | 4.30K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 51.74K | SH | $2.57M 1.31% | 51.74K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 13.13K | SH | $2.46M 1.25% | 13.13K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.34K | SH | $2.25M 1.15% | 6.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.47K | SH | $1.86M 0.95% | 7.47K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 11.21K | SH | $1.82M 0.93% | 11.21K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 35.86K | SH | $1.81M 0.92% | 35.86K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 42.03K | SH | $1.78M 0.91% | 42.03K | 0.00 | 0.00 |