RAMSEY, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
8.2%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 5.10M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.10M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | EMERGING MKT PWR | 178.37K | SH | $6.31M 3.11% | 0.00 | 0.00 | 178.37K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 27.63K | SH | $5.41M 2.66% | 0.00 | 0.00 | 27.63K |
ALPHABET INCSOLE | CAP STK CL A | 14.37K | SH | $4.94M 2.43% | 0.00 | 0.00 | 14.37K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 99.96K | SH | $4.22M 2.08% | 0.00 | 0.00 | 99.96K |
BLACKROCK ETF TRUSTSOLE | ISHA SYST AL ETF | 138.88K | SH | $4.15M 2.04% | 0.00 | 0.00 | 138.88K |
ISHARES TRSOLE | GBL COMM SVC ETF | 34.04K | SH | $4.03M 1.98% | 0.00 | 0.00 | 34.04K |
INNOVATOR ETFS TRUSTSOLE | EMRGNG MKT JULY | 128.09K | SH | $3.99M 1.97% | 0.00 | 0.00 | 128.09K |
SSGA ACTIVE TRSOLE | SST BRIDGEWATER | 127.99K | SH | $3.66M 1.80% | 0.00 | 0.00 | 127.99K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 75.93K | SH | $3.58M 1.76% | 0.00 | 0.00 | 75.93K |
JANUS DETROIT STR TRSOLE | HEND EQ LI MODE | 133.56K | SH | $3.42M 1.68% | 0.00 | 0.00 | 133.56K |
ISHARES TRSOLE | ISHARES SEMICDTR | 5.91K | SH | $3.36M 1.65% | 0.00 | 0.00 | 5.91K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.42K | SH | $3.28M 1.61% | 0.00 | 0.00 | 68.42K |
MICROSOFT CORPSOLE | COM | 6.28K | SH | $3.22M 1.59% | 0.00 | 0.00 | 6.28K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.03K | SH | $3.19M 1.57% | 0.00 | 0.00 | 68.03K |
SELECT SECTOR SPDR TRSOLE | ST STR FINL ETF | 58.15K | SH | $3.10M 1.53% | 0.00 | 0.00 | 58.15K |
AMAZON COM INCSOLE | COM | 12.28K | SH | $3.06M 1.51% | 0.00 | 0.00 | 12.28K |
PERSHING SQUARE USA LTDSOLE | COM SHS | 82.40K | SH | $3.06M 1.51% | 0.00 | 0.00 | 82.40K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 64.44K | SH | $3.01M 1.48% | 0.00 | 0.00 | 64.44K |
INNOVATOR ETFS TRUSTSOLE | EQUITY DUAL DIRT | 136.87K | SH | $2.96M 1.46% | 0.00 | 0.00 | 136.87K |
JPMORGAN CHASE & COSOLE | COM | 8.17K | SH | $2.70M 1.33% | 0.00 | 0.00 | 8.17K |
INNOVATOR ETFS TRUSTSOLE | EMRGNG MKT JAN | 72.33K | SH | $2.69M 1.32% | 0.00 | 0.00 | 72.33K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 14.74K | SH | $2.61M 1.29% | 0.00 | 0.00 | 14.74K |
INNOVATOR ETFS TRUSTSOLE | INTL DE PWR DECE | 75.42K | SH | $2.60M 1.28% | 0.00 | 0.00 | 75.42K |
INNOVATOR ETFS TRUSTSOLE | INNOVATOR INTL D | 84.69K | SH | $2.58M 1.27% | 0.00 | 0.00 | 84.69K |
INTEL CORPSOLE | COM | 21.10K | SH | $2.54M 1.25% | 0.00 | 0.00 | 21.10K |