LAKELAND, FL
Allocation by class
Portfolio Concentration
Top 3 weight
41.2%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 190.69K | SH | $124.56M 29.73% | 0.00 | 0.00 | 190.69K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.70K | SH | $24.32M 5.80% | 0.00 | 0.00 | 40.70K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 556.61K | SH | $23.68M 5.65% | 0.00 | 0.00 | 556.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 281.34K | SH | $21.53M 5.14% | 0.00 | 0.00 | 281.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 389.96K | SH | $21.27M 5.08% | 0.00 | 0.00 | 389.96K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 526.49K | SH | $19.59M 4.67% | 0.00 | 0.00 | 526.49K |
ISHARES TRSOLE | CORE MSCI EAFE | 210.52K | SH | $19.06M 4.55% | 0.00 | 0.00 | 210.52K |
ISHARES TRSOLE | CORE S&P MCP ETF | 273.35K | SH | $18.46M 4.41% | 0.00 | 0.00 | 273.35K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 53.86K | SH | $15.47M 3.69% | 0.00 | 0.00 | 53.86K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 161.72K | SH | $12.16M 2.90% | 0.00 | 0.00 | 161.72K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 118.75K | SH | $10.07M 2.40% | 0.00 | 0.00 | 118.75K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 152.64K | SH | $9.99M 2.38% | 0.00 | 0.00 | 152.64K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 171.41K | SH | $5.79M 1.38% | 0.00 | 0.00 | 171.41K |
PACER FDS TRSOLE | SWAN SOS FD OF | 171.71K | SH | $5.50M 1.31% | 0.00 | 0.00 | 171.71K |
INNOVATOR ETFS TRUSTSOLE | LADERD ALCTN PWR | 105.35K | SH | $5.21M 1.24% | 0.00 | 0.00 | 105.35K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM BUF 15 | 184.77K | SH | $5.02M 1.20% | 0.00 | 0.00 | 184.77K |
APPLE INCSOLE | COM | 18.52K | SH | $4.70M 1.12% | 0.00 | 0.00 | 18.52K |
CATERPILLAR INCSOLE | COM | 5.15K | SH | $3.65M 0.87% | 0.00 | 0.00 | 5.15K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 86.66K | SH | $2.66M 0.63% | 0.00 | 0.00 | 86.66K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.38K | SH | $2.29M 0.55% | 0.00 | 0.00 | 18.38K |
NVIDIA CORPORATIONSOLE | COM | 12.42K | SH | $2.17M 0.52% | 0.00 | 0.00 | 12.42K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.29K | SH | $2.14M 0.51% | 0.00 | 0.00 | 3.29K |
AMAZON COM INCSOLE | COM | 10.05K | SH | $2.09M 0.50% | 0.00 | 0.00 | 10.05K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 34.07K | SH | $1.88M 0.45% | 0.00 | 0.00 | 34.07K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.74K | SH | $1.88M 0.45% | 0.00 | 0.00 | 8.74K |