CRUMLY & ASSOCIATES INC.

PrivateCIK: 1759578
Location

SPRINGFIELD, IL

194
Positions
$522.27M
Total AUM (reported)
7.88M
Total Shares

Allocation by class

TOTAL AUM$522.27M194 positions
COM$63.22M12.1%
HDG MSCI EAFE$29.05M5.6%
RISNG DIVD ACHIV$26.16M5.0%
ACTIVE GROWTH$24.51M4.7%
DISTILLATE US$22.44M4.3%
DISTILLATE INTNL$20.96M4.0%
SMID RISNG ETF$20.23M3.9%

Portfolio Concentration

Top 315.3%4–1023.2%11–2527.8%Rest33.7%TOP 1038.5%0%100%
Top 3$79.72M15.3%
4–10$121.18M23.2%
11–25$145.43M27.8%
Rest$175.94M33.7%

Top 3 weight

15.3%

Top 10 weight

38.5%

Voting Authority Distribution

Total shares with voting rights: 7.88M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.88M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole194
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings194
Rows:

ISHARES TR

SOLE
HDG MSCI EAFE
Shares618.98K
TypeSH
Market value$29.05M
5.56%
Sole
0.00
Shared
0.00
None
618.98K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares322.78K
TypeSH
Market value$26.16M
5.01%
Sole
0.00
Shared
0.00
None
322.78K

J P MORGAN EXCHANGE TRADED F

SOLE
ACTIVE GROWTH
Shares248.56K
TypeSH
Market value$24.51M
4.69%
Sole
0.00
Shared
0.00
None
248.56K

ETF SER SOLUTIONS

SOLE
DISTILLATE US
Shares374.64K
TypeSH
Market value$22.44M
4.30%
Sole
0.00
Shared
0.00
None
374.64K

ETF SER SOLUTIONS

SOLE
DISTILLATE INTNL
Shares641.78K
TypeSH
Market value$20.96M
4.01%
Sole
0.00
Shared
0.00
None
641.78K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares468.83K
TypeSH
Market value$20.23M
3.87%
Sole
0.00
Shared
0.00
None
468.83K

FIRST TR EXCH TRD ALPHDX FD

SOLE
INDIA NFTY50 EQW
Shares293.24K
TypeSH
Market value$15.77M
3.02%
Sole
0.00
Shared
0.00
None
293.24K

TIDAL TRUST II

SOLE
HILT SMAL MI ETF
Shares461.50K
TypeSH
Market value$14.31M
2.74%
Sole
0.00
Shared
0.00
None
461.50K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares276.10K
TypeSH
Market value$13.94M
2.67%
Sole
0.00
Shared
0.00
None
276.10K

PGIM ETF TR

SOLE
SHRT DUR HGH YLD
Shares271.39K
TypeSH
Market value$13.54M
2.59%
Sole
0.00
Shared
0.00
None
271.39K

ISHARES TR

SOLE
MSCI INDIA SM CP
Shares191.18K
TypeSH
Market value$13.52M
2.59%
Sole
0.00
Shared
0.00
None
191.18K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares99.93K
TypeSH
Market value$13.32M
2.55%
Sole
0.00
Shared
0.00
None
99.93K

VANGUARD WORLD FD

SOLE
MEGA CAP VAL ETF
Shares76.75K
TypeSH
Market value$12.54M
2.40%
Sole
0.00
Shared
0.00
None
76.75K

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares40.23K
TypeSH
Market value$11.69M
2.24%
Sole
0.00
Shared
0.00
None
40.23K

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares99.90K
TypeSH
Market value$11.48M
2.20%
Sole
0.00
Shared
0.00
None
99.90K

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDQ CLN EDGE
Shares58.09K
TypeSH
Market value$11.14M
2.13%
Sole
0.00
Shared
0.00
None
58.09K

FIDELITY COVINGTON TRUST

SOLE
MSCI COMMNTN SVC
Shares140.85K
TypeSH
Market value$9.79M
1.87%
Sole
0.00
Shared
0.00
None
140.85K

FIDELITY COVINGTON TRUST

SOLE
MSCI INFO TECH I
Shares33.45K
TypeSH
Market value$9.55M
1.83%
Sole
0.00
Shared
0.00
None
33.45K

ISHARES TR

SOLE
CORE DIV GRWTH
Shares114.56K
TypeSH
Market value$8.68M
1.66%
Sole
0.00
Shared
0.00
None
114.56K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares12.48K
TypeSH
Market value$8.57M
1.64%
Sole
0.00
Shared
0.00
None
12.48K

BITWISE BITCOIN ETF TR

SOLE
SHS BEN INT
Shares249.04K
TypeSH
Market value$7.93M
1.52%
Sole
0.00
Shared
0.00
None
249.04K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares157.15K
TypeSH
Market value$7.57M
1.45%
Sole
0.00
Shared
0.00
None
157.15K

APPLE INC

SOLE
COM
Shares25.44K
TypeSH
Market value$7.36M
1.41%
Sole
0.00
Shared
0.00
None
25.44K

PIMCO ETF TR

SOLE
SHTRM MUN BD ACT
Shares124.28K
TypeSH
Market value$6.28M
1.20%
Sole
0.00
Shared
0.00
None
124.28K

DBX ETF TR

SOLE
XTRA RU 1000 ETF
Shares91.91K
TypeSH
Market value$6.00M
1.15%
Sole
0.00
Shared
0.00
None
91.91K
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