BLUFFTON, SC
Allocation by class
Portfolio Concentration
Top 3 weight
29.6%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
2.68M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 100.97K | SH | $21.71M 13.46% | 100.97K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 34.41K | SH | $14.03M 8.69% | 34.41K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 123.71K | SH | $11.96M 7.41% | 123.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 40.06K | SH | $11.51M 7.13% | 40.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.02K | SH | $11.07M 6.86% | 89.02K | 0.00 | 0.00 |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 101.31K | SH | $8.60M 5.33% | 101.31K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 59.57K | SH | $6.74M 4.18% | 59.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 8.39K | SH | $5.48M 3.40% | 8.39K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 265.17K | SH | $5.20M 3.23% | 265.17K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 253.23K | SH | $5.17M 3.21% | 253.23K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 MUNI | 166.16K | SH | $3.93M 2.44% | 166.16K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 209.19K | SH | $3.90M 2.42% | 209.19K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2028 MUNI | 166.67K | SH | $3.90M 2.42% | 166.67K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 231.67K | SH | $3.87M 2.40% | 231.67K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 234.73K | SH | $3.86M 2.39% | 234.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.18K | SH | $3.57M 2.22% | 8.18K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.07K | SH | $2.66M 1.65% | 25.07K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.42K | SH | $2.55M 1.58% | 4.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.27K | SH | $2.35M 1.45% | 11.27K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 89K | SH | $2.28M 1.41% | 89K | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 27.05K | SH | $2.01M 1.25% | 27.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.35K | SH | $1.83M 1.13% | 6.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.02K | SH | $1.81M 1.12% | 3.02K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2029 MUNI | 68.73K | SH | $1.58M 0.98% | 68.73K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSC 30 MUNI BD | 69.17K | SH | $1.51M 0.94% | 69.17K | 0.00 | 0.00 |