SHERIDAN, WY
Allocation by class
Portfolio Concentration
Top 3 weight
29.5%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 8.52M
Full voting authority
8.52M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 660.27K | SH | $65.93M 13.82% | 660.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 359.16K | SH | $44.65M 9.36% | 359.16K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 357.25K | SH | $30.19M 6.33% | 357.25K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IISOLE | FRONTIER ASSET U | 774.96K | SH | $21.18M 4.44% | 774.96K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 183.80K | SH | $20.79M 4.36% | 183.80K | 0.00 | 0.00 |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 499.65K | SH | $20.26M 4.25% | 499.65K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 480.74K | SH | $19.66M 4.12% | 480.74K | 0.00 | 0.00 |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 412.16K | SH | $19.12M 4.01% | 412.16K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 344.21K | SH | $15.91M 3.34% | 344.21K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IISOLE | FRONTIER ASSET T | 440.67K | SH | $14.48M 3.04% | 440.67K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 250.94K | SH | $13.56M 2.84% | 250.94K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IISOLE | FRONTIER ASSET G | 408.30K | SH | $12.72M 2.67% | 408.30K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 170.37K | SH | $11.88M 2.49% | 170.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 389.01K | SH | $10.35M 2.17% | 389.01K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 129.91K | SH | $10.19M 2.14% | 129.91K | 0.00 | 0.00 |
ISHARES INCSOLE | EMNG MKTS EQT | 160.28K | SH | $9.69M 2.03% | 160.28K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | FIRST EAGLE GBL | 190.74K | SH | $8.96M 1.88% | 190.74K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | PRICE DIV GRWT | 199.02K | SH | $8.88M 1.86% | 199.02K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IISOLE | FRONTIER ASSET C | 336.18K | SH | $8.52M 1.79% | 336.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 40.25K | SH | $7.90M 1.66% | 40.25K | 0.00 | 0.00 |
ISHARES TRSOLE | 3 7 YR TREAS BD | 62.07K | SH | $7.36M 1.54% | 62.07K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 65.55K | SH | $7.23M 1.52% | 65.55K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IISOLE | FRONTIER ASSET O | 279.48K | SH | $7.10M 1.49% | 279.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 23.31K | SH | $6.11M 1.28% | 23.31K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 17.19K | SH | $4.31M 0.90% | 17.19K | 0.00 | 0.00 |