CLARKSVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 280.46K | SH | $13.88M 8.93% | 0.00 | 0.00 | 280.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.87K | SH | $13.43M 8.64% | 0.00 | 0.00 | 41.87K |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 600.02K | SH | $10.52M 6.77% | 0.00 | 0.00 | 600.02K |
SCM TRUSTSOLE | SHELTON EQT PRE | 410.34K | SH | $10.28M 6.61% | 0.00 | 0.00 | 410.34K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.96K | SH | $9.54M 6.13% | 0.00 | 0.00 | 15.96K |
GLOBAL X FDSSOLE | X EMERGING MKT | 337.69K | SH | $7.91M 5.09% | 0.00 | 0.00 | 337.69K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 73.37K | SH | $5.66M 3.64% | 0.00 | 0.00 | 73.37K |
ISHARES TRSOLE | CORE MSCI EAFE | 60.73K | SH | $5.50M 3.53% | 0.00 | 0.00 | 60.73K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 70.84K | SH | $5.22M 3.35% | 0.00 | 0.00 | 70.84K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 54.30K | SH | $5.18M 3.33% | 0.00 | 0.00 | 54.30K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 114.25K | SH | $5.12M 3.29% | 0.00 | 0.00 | 114.25K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 221.44K | SH | $4.74M 3.05% | 0.00 | 0.00 | 221.44K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 218.05K | SH | $4.69M 3.01% | 0.00 | 0.00 | 218.05K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 52.91K | SH | $4.19M 2.70% | 0.00 | 0.00 | 52.91K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.71K | SH | $3.65M 2.35% | 0.00 | 0.00 | 12.71K |
ISHARES TRSOLE | IBOXX INV CP ETF | 32.74K | SH | $3.57M 2.29% | 0.00 | 0.00 | 32.74K |
ISHARES INCSOLE | CORE MSCI EMKT | 49.23K | SH | $3.43M 2.21% | 0.00 | 0.00 | 49.23K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 33.33K | SH | $3.34M 2.15% | 0.00 | 0.00 | 33.33K |
EXXON MOBIL CORPSOLE | COM | 18.83K | SH | $3.19M 2.05% | 0.00 | 0.00 | 18.83K |
LITMAN GREGORY FDS TRSOLE | IMGP DBI MANAGED | 85.83K | SH | $2.59M 1.66% | 0.00 | 0.00 | 85.83K |
SPDR GOLD TRSOLE | GOLD SHS | 5.81K | SH | $2.50M 1.61% | 0.00 | 0.00 | 5.81K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 30.24K | SH | $2.37M 1.52% | 0.00 | 0.00 | 30.24K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.21K | SH | $2.09M 1.34% | 0.00 | 0.00 | 3.21K |
UNION PAC CORPSOLE | COM | 7.79K | SH | $1.89M 1.21% | 0.00 | 0.00 | 7.79K |
NEXTERA ENERGY INCSOLE | COM | 20.26K | SH | $1.88M 1.21% | 0.00 | 0.00 | 20.26K |