PLYMOUTH, MN
Allocation by class
Portfolio Concentration
Top 3 weight
44.7%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 3.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 775.06K | SH | $32.20M 18.54% | 0.00 | 0.00 | 775.06K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 296.22K | SH | $25.13M 14.47% | 0.00 | 0.00 | 296.22K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 441.63K | SH | $20.35M 11.71% | 0.00 | 0.00 | 441.63K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 269K | SH | $14.46M 8.33% | 0.00 | 0.00 | 269K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 134.96K | SH | $10.87M 6.26% | 0.00 | 0.00 | 134.96K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 72.14K | SH | $8.02M 4.62% | 0.00 | 0.00 | 72.14K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 307.17K | SH | $7.85M 4.52% | 0.00 | 0.00 | 307.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 68.21K | SH | $7.53M 4.34% | 0.00 | 0.00 | 68.21K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 88.39K | SH | $7.13M 4.10% | 0.00 | 0.00 | 88.39K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 56.69K | SH | $4.79M 2.76% | 0.00 | 0.00 | 56.69K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.21K | SH | $4.13M 2.38% | 0.00 | 0.00 | 42.21K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 55.34K | SH | $3.54M 2.04% | 0.00 | 0.00 | 55.34K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 70.28K | SH | $3.37M 1.94% | 0.00 | 0.00 | 70.28K |
ISHARES TRSOLE | CORE DIV GRWTH | 38.87K | SH | $2.73M 1.57% | 0.00 | 0.00 | 38.87K |
APPLE INCSOLE | COM | 7.33K | SH | $1.86M 1.07% | 0.00 | 0.00 | 7.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.77K | SH | $1.85M 1.07% | 0.00 | 0.00 | 5.77K |
AMAZON COM INCSOLE | COM | 7.98K | SH | $1.66M 0.96% | 0.00 | 0.00 | 7.98K |
PACER FDS TRSOLE | US CASH COWS 100 | 25.81K | SH | $1.61M 0.93% | 0.00 | 0.00 | 25.81K |
GENERAL MILLS INCSOLE | COM | 39.61K | SH | $1.47M 0.85% | 0.00 | 0.00 | 39.61K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 47.66K | SH | $1.33M 0.77% | 0.00 | 0.00 | 47.66K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 3.14K | SH | $1.15M 0.66% | 0.00 | 0.00 | 3.14K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 32.81K | SH | $1.11M 0.64% | 0.00 | 0.00 | 32.81K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.50K | SH | $917.1K 0.53% | 0.00 | 0.00 | 30.50K |
MICROSOFT CORPSOLE | COM | 2.14K | SH | $793.3K 0.46% | 0.00 | 0.00 | 2.14K |
AFLAC INCSOLE | COM | 7.03K | SH | $771.2K 0.44% | 0.00 | 0.00 | 7.03K |