SANTA BARBARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 4.73M
Full voting authority
4.73M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 3 7 YR TREAS BD | 137.16K | SH | $16.27M 6.76% | 137.16K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 963.72K | SH | $16.11M 6.70% | 963.72K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 22.66K | SH | $15.81M 6.57% | 22.66K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHS 2032 | 698.86K | SH | $14.39M 5.98% | 698.86K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 287.64K | SH | $12.17M 5.06% | 287.64K | 0.00 | 0.00 |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 217.52K | SH | $10.90M 4.53% | 217.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 188.49K | SH | $10.66M 4.43% | 188.49K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 70.46K | SH | $9.36M 3.89% | 70.46K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 175.06K | SH | $8.64M 3.59% | 175.06K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 68.27K | SH | $7.57M 3.15% | 68.27K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 48.17K | SH | $7.06M 2.94% | 48.17K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 28.30K | SH | $7.04M 2.93% | 28.30K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 63.61K | SH | $6.93M 2.88% | 63.61K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 29 TRM TS | 296.82K | SH | $6.48M 2.70% | 296.82K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2031 | 316.50K | SH | $6.46M 2.68% | 316.50K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 37.79K | SH | $6.11M 2.54% | 37.79K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 74.29K | SH | $5.62M 2.34% | 74.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.95K | SH | $5.22M 2.17% | 11.95K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 70.58K | SH | $4.18M 1.74% | 70.58K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 44.76K | SH | $3.67M 1.53% | 44.76K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 65.66K | SH | $3.58M 1.49% | 65.66K | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 59.97K | SH | $2.74M 1.14% | 59.97K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 44.39K | SH | $2.72M 1.13% | 44.39K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US INFR DEV ETF | 40.22K | SH | $2.04M 0.85% | 40.22K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 43.35K | SH | $1.99M 0.83% | 43.35K | 0.00 | 0.00 |