MECHANICSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 85.59K | SH | $21.73M 12.70% | 0.00 | 0.00 | 85.59K |
NVIDIA CORPORATIONSOLE | COM | 53.03K | SH | $9.25M 5.40% | 0.00 | 0.00 | 53.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 119.64K | SH | $9.16M 5.35% | 0.00 | 0.00 | 119.64K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 37.61K | SH | $8.94M 5.22% | 0.00 | 0.00 | 37.61K |
AMAZON COM INCSOLE | COM | 42.87K | SH | $8.93M 5.22% | 0.00 | 0.00 | 42.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 210.30K | SH | $7.05M 4.12% | 0.00 | 0.00 | 210.30K |
ISHARES TRSOLE | CORE S&P MCP ETF | 91.91K | SH | $6.21M 3.63% | 0.00 | 0.00 | 91.91K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 13.07K | SH | $6.06M 3.54% | 0.00 | 0.00 | 13.07K |
MICROSOFT CORPSOLE | COM | 12.88K | SH | $4.77M 2.79% | 0.00 | 0.00 | 12.88K |
WALMART INCSOLE | COM | 33.91K | SH | $4.21M 2.46% | 0.00 | 0.00 | 33.91K |
ALPHABET INCSOLE | CAP STK CL C | 12.87K | SH | $3.70M 2.16% | 0.00 | 0.00 | 12.87K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.57K | SH | $3.59M 2.10% | 0.00 | 0.00 | 24.57K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 166.70K | SH | $3.40M 1.99% | 0.00 | 0.00 | 166.70K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 40.32K | SH | $3.20M 1.87% | 0.00 | 0.00 | 40.32K |
ELI LILLY & COSOLE | COM | 3.29K | SH | $3.03M 1.77% | 0.00 | 0.00 | 3.29K |
VERTIV HOLDINGS COSOLE | COM CL A | 11.83K | SH | $2.96M 1.73% | 0.00 | 0.00 | 11.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.10K | SH | $2.44M 1.43% | 0.00 | 0.00 | 5.10K |
ISHARES TRSOLE | 0-5YR HI YL CP | 57.60K | SH | $2.44M 1.42% | 0.00 | 0.00 | 57.60K |
ISHARES TRSOLE | CORE S&P SCP ETF | 18.85K | SH | $2.34M 1.37% | 0.00 | 0.00 | 18.85K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 67.32K | SH | $2.07M 1.21% | 0.00 | 0.00 | 67.32K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 17.96K | SH | $1.99M 1.16% | 0.00 | 0.00 | 17.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 38.86K | SH | $1.92M 1.12% | 0.00 | 0.00 | 38.86K |
TESLA INCSOLE | COM | 4.77K | SH | $1.77M 1.04% | 0.00 | 0.00 | 4.77K |
INVESCO EXCHANGE TRADED FD TSOLE | AEROSPACE DEFN | 10.13K | SH | $1.68M 0.98% | 0.00 | 0.00 | 10.13K |
ISHARES TRSOLE | EXPANDED TECH | 20.75K | SH | $1.66M 0.97% | 0.00 | 0.00 | 20.75K |