COLUMBIA, MO
Allocation by class
Portfolio Concentration
Top 3 weight
23.8%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 14.54M
Full voting authority
14.54M
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 |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.60M | SH | $90.92M 9.64% | 1.60M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 2.82M | SH | $72.12M 7.65% | 2.82M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 673.34K | SH | $61.70M 6.54% | 673.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 548.83K | SH | $52.88M 5.61% | 548.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 601.28K | SH | $51.35M 5.44% | 601.28K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 499.43K | SH | $49.35M 5.23% | 499.43K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 352K | SH | $25.34M 2.69% | 352K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 462.50K | SH | $22.88M 2.43% | 462.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 57.55K | SH | $21.40M 2.27% | 57.55K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 88.34K | SH | $21.37M 2.27% | 88.34K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INVT GRADE CORPT | 910.09K | SH | $19.49M 2.07% | 910.09K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 201.13K | SH | $19.12M 2.03% | 201.13K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 192.78K | SH | $18.77M 1.99% | 192.78K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 122.31K | SH | $16.49M 1.75% | 122.31K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SHORT TERM TREAS | 139.21K | SH | $14.69M 1.56% | 139.21K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.94K | SH | $13.70M 1.45% | 36.94K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.86K | SH | $12.51M 1.33% | 21.86K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 551.35K | SH | $12.32M 1.31% | 551.35K | 0.00 | 0.00 |
COLUMBIA ETF TR ISOLE | DIVERSIFID FXD | 668.34K | SH | $12.08M 1.28% | 668.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 152.50K | SH | $11.68M 1.24% | 152.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 127.71K | SH | $10.71M 1.14% | 127.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 58.21K | SH | $10.16M 1.08% | 58.21K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.37K | SH | $10.00M 1.06% | 39.37K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 246.89K | SH | $9.18M 0.97% | 246.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.42K | SH | $8.19M 0.87% | 28.42K | 0.00 | 0.00 |