MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 6.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 173.50K | SH | $24.62M 5.89% | 0.00 | 0.00 | 173.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.56K | SH | $15.40M 3.68% | 0.00 | 0.00 | 20.56K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 221.48K | SH | $13.61M 3.25% | 0.00 | 0.00 | 221.48K |
APPLE INCSOLE | COM | 37.70K | SH | $10.91M 2.61% | 0.00 | 0.00 | 37.70K |
WISDOMTREE TRSOLE | US QUALITY GROW | 161.51K | SH | $10.66M 2.55% | 0.00 | 0.00 | 161.51K |
NEOS ETF TRUSTSOLE | NEOS S&P 500 HI | 189.23K | SH | $10.05M 2.40% | 0.00 | 0.00 | 189.23K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 132.97K | SH | $9.04M 2.16% | 0.00 | 0.00 | 132.97K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 153.82K | SH | $8.64M 2.07% | 0.00 | 0.00 | 153.82K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.37K | SH | $7.81M 1.87% | 0.00 | 0.00 | 11.37K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 145.93K | SH | $7.81M 1.87% | 0.00 | 0.00 | 145.93K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 55.81K | SH | $7.68M 1.84% | 0.00 | 0.00 | 55.81K |
ISHARES TRSOLE | CORE UNIVRSL USD | 154.26K | SH | $7.12M 1.70% | 0.00 | 0.00 | 154.26K |
NVIDIA CORPORATIONSOLE | COM | 34.95K | SH | $6.99M 1.67% | 0.00 | 0.00 | 34.95K |
ISHARES INCSOLE | CORE MSCI EMKT | 79.56K | SH | $6.59M 1.58% | 0.00 | 0.00 | 79.56K |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 99.54K | SH | $6.53M 1.56% | 0.00 | 0.00 | 99.54K |
ISHARES TRSOLE | S&P 500 VAL ETF | 26.85K | SH | $6.10M 1.46% | 0.00 | 0.00 | 26.85K |
ISHARES TRSOLE | MSCI USA QLT FCT | 26.07K | SH | $5.72M 1.37% | 0.00 | 0.00 | 26.07K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 100.30K | SH | $5.66M 1.35% | 0.00 | 0.00 | 100.30K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.24K | SH | $5.03M 1.20% | 0.00 | 0.00 | 21.24K |
COHEN & STEERS ETF TRUSTSOLE | INFRASTRUCTURE | 160.18K | SH | $4.57M 1.09% | 0.00 | 0.00 | 160.18K |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 83.63K | SH | $4.41M 1.05% | 0.00 | 0.00 | 83.63K |
MICROSOFT CORPSOLE | COM | 11.55K | SH | $4.31M 1.03% | 0.00 | 0.00 | 11.55K |
ISHARES TRSOLE | EAFE VALUE ETF | 54.73K | SH | $4.19M 1.00% | 0.00 | 0.00 | 54.73K |
NUVEEN CHURCHILL DIRECT LENDSOLE | COM SHS | 312.31K | SH | $3.88M 0.93% | 0.00 | 0.00 | 312.31K |
AMAZON COM INCSOLE | COM | 15.83K | SH | $3.77M 0.90% | 0.00 | 0.00 | 15.83K |