WYOMISSING, PA
Allocation by class
Portfolio Concentration
Top 3 weight
59.9%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 1.23M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.23M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US LARGECAP DIVD | 313.43K | SH | $28.00M 22.85% | 0.00 | 0.00 | 313.43K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 303.65K | SH | $24.01M 19.59% | 0.00 | 0.00 | 303.65K |
ISHARES TRSOLE | US SML CAP EQT | 283.38K | SH | $21.39M 17.46% | 0.00 | 0.00 | 283.38K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.91K | SH | $17.84M 14.56% | 0.00 | 0.00 | 30.91K |
ISHARES TRSOLE | RUS MID CAP ETF | 157.96K | SH | $15.36M 12.53% | 0.00 | 0.00 | 157.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 101.94K | SH | $13.55M 11.06% | 0.00 | 0.00 | 101.94K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 13.72K | SH | $824.8K 0.67% | 0.00 | 0.00 | 13.72K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.76K | SH | $564.2K 0.46% | 0.00 | 0.00 | 5.76K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 5.51K | SH | $484.2K 0.40% | 0.00 | 0.00 | 5.51K |
INVESCO EXCH TRADED FD TR IISOLE | S&P SMLCAP QTY | 6.53K | SH | $275.2K 0.22% | 0.00 | 0.00 | 6.53K |
ISHARES TRSOLE | CORE S&P MCP ETF | 3.47K | SH | $234.3K 0.19% | 0.00 | 0.00 | 3.47K |