EAST PETERSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
13.6%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JANUS HENDERSON AAA CLO ETFSOLE | UIE | 174.07K | SH | $8.79M 4.69% | 0.00 | 0.00 | 174.07K |
NVIDIA CORPSOLE | COM | 42.42K | SH | $8.49M 4.53% | 0.00 | 0.00 | 42.42K |
APPLE INCSOLE | COM | 28.56K | SH | $8.27M 4.41% | 0.00 | 0.00 | 28.56K |
MICRON TECHNOLOGY INCSOLE | COM | 6.42K | SH | $7.41M 3.95% | 0.00 | 0.00 | 6.42K |
VANGUARD S&P 500 ETFSOLE | UIE | 9.03K | SH | $6.20M 3.31% | 0.00 | 0.00 | 9.03K |
INVESCO S&P 500 TOP 50 ETFSOLE | UIE | 92.77K | SH | $5.68M 3.03% | 0.00 | 0.00 | 92.77K |
ISHARES CORE S&P 500 ETFSOLE | UIE | 7.28K | SH | $5.45M 2.91% | 0.00 | 0.00 | 7.28K |
ISHARES SEMICONDUCTOR ETFSOLE | UIE | 7.82K | SH | $5.01M 2.67% | 0.00 | 0.00 | 7.82K |
JPMORGAN ACTIVE GROWTH ETFSOLE | UIE | 38.17K | SH | $3.76M 2.01% | 0.00 | 0.00 | 38.17K |
JPMORGAN INTERNATIONAL VALUE ETFSOLE | UIE | 39.55K | SH | $3.64M 1.94% | 0.00 | 0.00 | 39.55K |
CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARESSOLE | COM | 4.50K | SH | $3.44M 1.83% | 0.00 | 0.00 | 4.50K |
META PLATFORMS INC CLASS ASOLE | COM | 5.99K | SH | $3.37M 1.80% | 0.00 | 0.00 | 5.99K |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | UIE | 36.11K | SH | $3.31M 1.76% | 0.00 | 0.00 | 36.11K |
T. ROWE PRICE BLUE CHIP GROWTH ETFSOLE | UIE | 63.63K | SH | $3.19M 1.70% | 0.00 | 0.00 | 63.63K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | UIE | 4.25K | SH | $3.17M 1.69% | 0.00 | 0.00 | 4.25K |
AMAZON.COM INCSOLE | COM | 13.26K | SH | $3.16M 1.68% | 0.00 | 0.00 | 13.26K |
SANDISK CORPSOLE | COM | 1.39K | SH | $3.15M 1.68% | 0.00 | 0.00 | 1.39K |
ISHARES S&P 500 GROWTH ETFSOLE | UIE | 22.16K | SH | $3.05M 1.63% | 0.00 | 0.00 | 22.16K |
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDSOLE | UIE | 31.56K | SH | $3.02M 1.61% | 0.00 | 0.00 | 31.56K |
MICROSOFT CORPSOLE | COM | 7.60K | SH | $2.83M 1.51% | 0.00 | 0.00 | 7.60K |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | UIE | 79.88K | SH | $2.70M 1.44% | 0.00 | 0.00 | 79.88K |
ISHARES EXPANDED TECH SECTOR ETFSOLE | UIE | 14.83K | SH | $2.43M 1.29% | 0.00 | 0.00 | 14.83K |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | UIE | 75.89K | SH | $2.41M 1.28% | 0.00 | 0.00 | 75.89K |
INVESCO NASDAQ 100 ETFSOLE | UIE | 7.86K | SH | $2.38M 1.27% | 0.00 | 0.00 | 7.86K |
T. ROWE PRICE US EQUITY RESEARCH ETFSOLE | UIE | 47.42K | SH | $2.25M 1.20% | 0.00 | 0.00 | 47.42K |