MURRAY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
23.0%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 296.96K | SH | $10.03M 10.26% | 0.00 | 0.00 | 0.00 |
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 62.65K | SH | $6.29M 6.43% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 67.69K | SH | $6.20M 6.35% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 32.26K | SH | $3.16M 3.23% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.78K | SH | $2.48M 2.54% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 53.78K | SH | $2.45M 2.51% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 37.83K | SH | $2.14M 2.19% | 0.00 | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | LADERD ALCTN PWR | 38.76K | SH | $1.92M 1.96% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.86K | SH | $1.43M 1.46% | 0.00 | 0.00 | 0.00 |
PACER FDS TRSOLE | SWAN SOS FD OF | 42.97K | SH | $1.38M 1.41% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.91K | SH | $1.25M 1.28% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | VEST BUFFERED | 46.66K | SH | $1.16M 1.18% | 0.00 | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 3.63K | SH | $1.13M 1.16% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.95K | SH | $1.01M 1.03% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P600 | 19.30K | SH | $932.7K 0.95% | 0.00 | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 18.58K | SH | $931.6K 0.95% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 7-10 YR TRSY BD | 9.68K | SH | $923.7K 0.95% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.06K | SH | $883.0K 0.90% | 0.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 3.95K | SH | $859.6K 0.88% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 18.16K | SH | $852.1K 0.87% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.71K | SH | $777.9K 0.80% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.62K | SH | $776.3K 0.79% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | FST LOW OPPT EFT | 13.60K | SH | $677.2K 0.69% | 0.00 | 0.00 | 0.00 |
PACER FDS TRSOLE | SWAN SOS FLX JAN | 18.33K | SH | $669.1K 0.68% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 15.64K | SH | $661.9K 0.68% | 0.00 | 0.00 | 0.00 |