WINSTON SALEM, NC
Allocation by class
Portfolio Concentration
Top 3 weight
28.2%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Full voting authority
2.13M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI USA MIN VOL | 239.02K | SH | $22.17M 11.40% | 239.02K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 44.95K | SH | $19.34M 9.95% | 44.95K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 264.78K | SH | $13.33M 6.86% | 264.78K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 166.53K | SH | $11.40M 5.86% | 166.53K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 190.46K | SH | $10.80M 5.55% | 190.46K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ULTRA SHORT BOND | 192.11K | SH | $9.71M 4.99% | 192.11K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 141.48K | SH | $9.61M 4.94% | 141.48K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 156.30K | SH | $9.34M 4.81% | 156.30K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | US EQTY OPPT ETF | 58.82K | SH | $9.34M 4.80% | 58.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 10.01K | SH | $6.54M 3.36% | 10.01K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 102.38K | SH | $4.04M 2.08% | 102.38K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | FUTURE TECH LEAD | 83.40K | SH | $3.41M 1.75% | 83.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.12K | SH | $2.82M 1.45% | 11.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 9.58K | SH | $2.30M 1.18% | 9.58K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.42K | SH | $2.11M 1.08% | 12.42K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.75K | SH | $2.05M 1.05% | 11.75K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.11K | SH | $1.98M 1.02% | 8.11K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 24.72K | SH | $1.92M 0.99% | 24.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.06K | SH | $1.87M 0.96% | 5.06K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 15.03K | SH | $1.81M 0.93% | 15.03K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.86K | SH | $1.72M 0.89% | 5.86K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 12.86K | SH | $1.68M 0.87% | 12.86K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 4.71K | SH | $1.68M 0.86% | 4.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.48K | SH | $1.67M 0.86% | 3.48K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 55.98K | SH | $1.62M 0.83% | 55.98K | 0.00 | 0.00 |