PHOENIX, AZ
Allocation by class
Portfolio Concentration
Top 3 weight
8.3%
Top 10 weight
20.7%
Voting Authority Distribution
Total shares with voting rights: 138.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
138.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 2.28M | SH | $257.53M 3.19% | 0.00 | 0.00 | 2.28M |
ISHARES TROTR | S&P 500 VAL ETF | 1.11M | SH | $234.72M 2.91% | 0.00 | 0.00 | 1.11M |
ISHARES TROTR | CORE UNIVRSL USD | 3.78M | SH | $174.44M 2.16% | 0.00 | 0.00 | 3.78M |
BLACKROCK ETF TRUSTOTR | ISHARES US EQUIT | 2.69M | SH | $156.68M 1.94% | 0.00 | 0.00 | 2.69M |
ISHARES TROTR | CORE S&P500 ETF | 228.63K | SH | $149.34M 1.85% | 0.00 | 0.00 | 228.63K |
NVIDIA CORPORATIONOTR | COM | 841.97K | SH | $146.84M 1.82% | 0.00 | 0.00 | 841.97K |
ISHARES TRSOLE | EAFE VALUE ETF | 1.96M | SH | $145.70M 1.81% | 0.00 | 0.00 | 1.96M |
SELECT SECTOR SPDR TROTR | STATE STREET COM | 1.26M | SH | $140.14M 1.74% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | ISHARES SEMICDTR | 416.19K | SH | $136.79M 1.69% | 0.00 | 0.00 | 416.19K |
TWO RDS SHARED TRSOLE | ANFIELD ENHANCED | 12.46M | SH | $124.86M 1.55% | 0.00 | 0.00 | 12.46M |
ISHARES TROTR | MSCI USA QLT FCT | 597.66K | SH | $114.64M 1.42% | 0.00 | 0.00 | 597.66K |
ISHARES INCOTR | CORE MSCI EMKT | 1.64M | SH | $114.53M 1.42% | 0.00 | 0.00 | 1.64M |
APPLE INCOTR | COM | 441.53K | SH | $112.06M 1.39% | 0.00 | 0.00 | 441.53K |
ISHARES TRSOLE | MSCI USA MMENTM | 440.37K | SH | $105.68M 1.31% | 0.00 | 0.00 | 440.37K |
BLACKROCK ETF TRUSTOTR | ISHARES INTL CTR | 3.15M | SH | $101.36M 1.26% | 0.00 | 0.00 | 3.15M |
CIENA CORPOTR | COM NEW | 256.50K | SH | $99.58M 1.23% | 0.00 | 0.00 | 256.50K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.08M | SH | $99.30M 1.23% | 0.00 | 0.00 | 1.08M |
TWO RDS SHARED TROTR | ANFIELD US EQU | 5.38M | SH | $90.03M 1.12% | 0.00 | 0.00 | 5.38M |
MICROSOFT CORPOTR | COM | 240.31K | SH | $88.96M 1.10% | 0.00 | 0.00 | 240.31K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 134.59K | SH | $87.53M 1.08% | 0.00 | 0.00 | 124.01K |
SPDR GOLD TROTR | GOLD SHS | 200.35K | SH | $86.21M 1.07% | 0.00 | 0.00 | 200.35K |
BLACKROCK ETF TRUSTOTR | ISHARES A I INNO | 2.43M | SH | $79.99M 0.99% | 0.00 | 0.00 | 2.43M |
ALPHABET INCOTR | CAP STK CL A | 266.94K | SH | $76.76M 0.95% | 0.00 | 0.00 | 266.94K |
ARK ETF TROTR | NEXT GNRTN INTER | 599.69K | SH | $72.33M 0.90% | 0.00 | 0.00 | 599.69K |
CITIGROUP INCOTR | COM NEW | 617.62K | SH | $70.04M 0.87% | 0.00 | 0.00 | 617.62K |