LITTLETON, CO
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 39.83K | SH | $15.29M 5.67% | 0.00 | 0.00 | 39.83K |
FIRST TR EXCHNG TRADED FD VISOLE | TCW OPPORTUNIS | 333.07K | SH | $15.07M 5.58% | 0.00 | 0.00 | 333.07K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 217.79K | SH | $12.90M 4.78% | 0.00 | 0.00 | 217.79K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 121.07K | SH | $10.99M 4.07% | 0.00 | 0.00 | 121.07K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 403.56K | SH | $9.94M 3.68% | 0.00 | 0.00 | 403.56K |
FIRST TR EXCHNG TRADED FD VISOLE | LOW DUR STRTGC | 512.08K | SH | $9.81M 3.64% | 0.00 | 0.00 | 512.08K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 63.60K | SH | $8.16M 3.02% | 0.00 | 0.00 | 63.60K |
WISDOMTREE TRSOLE | GLB US QTLY DIV | 203.24K | SH | $8.01M 2.97% | 0.00 | 0.00 | 203.24K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 103.51K | SH | $7.55M 2.80% | 0.00 | 0.00 | 103.51K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 197.31K | SH | $7.41M 2.75% | 0.00 | 0.00 | 197.31K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 26.94K | SH | $7.11M 2.63% | 0.00 | 0.00 | 26.94K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 91.17K | SH | $5.46M 2.02% | 0.00 | 0.00 | 91.17K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 46.96K | SH | $5.13M 1.90% | 0.00 | 0.00 | 46.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 28.60K | SH | $4.99M 1.85% | 0.00 | 0.00 | 28.60K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 91.12K | SH | $4.69M 1.74% | 0.00 | 0.00 | 91.12K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.11K | SH | $4.28M 1.59% | 0.00 | 0.00 | 8.11K |
APPLE INCSOLE | COM | 18.26K | SH | $4.25M 1.58% | 0.00 | 0.00 | 18.26K |
PACER FDS TRSOLE | PACER US SMALL | 90.68K | SH | $4.22M 1.56% | 0.00 | 0.00 | 90.68K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 87.92K | SH | $3.63M 1.34% | 0.00 | 0.00 | 87.92K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 106.39K | SH | $3.51M 1.30% | 0.00 | 0.00 | 106.39K |
FIRST TR MORNINGSTAR DIVID LSOLE | SHS | 76.48K | SH | $3.21M 1.19% | 0.00 | 0.00 | 76.48K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 91.24K | SH | $3.13M 1.16% | 0.00 | 0.00 | 91.24K |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 164.21K | SH | $2.97M 1.10% | 0.00 | 0.00 | 164.21K |
MICROSOFT CORPSOLE | COM | 6.53K | SH | $2.81M 1.04% | 0.00 | 0.00 | 6.53K |
NVIDIA CORPORATIONSOLE | COM | 21.79K | SH | $2.65M 0.98% | 0.00 | 0.00 | 21.79K |