FORT WAYNE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 2.17M
Full voting authority
2.17M
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 |
|---|---|---|---|---|---|---|---|
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 241.40K | SH | $11.01M 6.48% | 241.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 31.35K | SH | $7.96M 4.68% | 31.35K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 226.77K | SH | $6.96M 4.09% | 226.77K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 67.06K | SH | $6.52M 3.84% | 67.06K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 123.70K | SH | $6.50M 3.82% | 123.70K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 40.53K | SH | $6.00M 3.53% | 40.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.90K | SH | $5.52M 3.25% | 14.90K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 22.02K | SH | $5.38M 3.17% | 22.02K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 106.97K | SH | $5.34M 3.14% | 106.97K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 52.81K | SH | $4.64M 2.73% | 52.81K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.52K | SH | $3.44M 2.02% | 17.52K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.68K | SH | $3.41M 2.01% | 15.68K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 11.24K | SH | $3.31M 1.95% | 11.24K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 57.86K | SH | $2.90M 1.71% | 57.86K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 30.33K | SH | $2.71M 1.59% | 30.33K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 74.02K | SH | $2.66M 1.57% | 74.02K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 28.04K | SH | $2.64M 1.56% | 28.04K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 34.02K | SH | $2.63M 1.55% | 34.02K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 14.54K | SH | $2.54M 1.49% | 14.54K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 28.25K | SH | $2.53M 1.49% | 28.25K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 30.56K | SH | $2.37M 1.40% | 30.56K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US S CAP QTY DIV | 42.31K | SH | $2.24M 1.32% | 42.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 7.33K | SH | $2.10M 1.24% | 7.33K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 33.89K | SH | $2.07M 1.22% | 33.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.77K | SH | $2.04M 1.20% | 9.77K | 0.00 | 0.00 |