COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
56.6%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 27.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
27.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US QTLY DIV GRT | 7.22M | SH | $634.26M 32.86% | 0.00 | 0.00 | 7.22M |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 4.31M | SH | $263.83M 13.67% | 0.00 | 0.00 | 4.31M |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 3.80M | SH | $193.71M 10.04% | 0.00 | 0.00 | 3.80M |
ISHARES TRSOLE | EAFE VALUE ETF | 2.40M | SH | $178.17M 9.23% | 0.00 | 0.00 | 2.40M |
ISHARES TRSOLE | JPMORGAN USD EMG | 1.55M | SH | $145.94M 7.56% | 0.00 | 0.00 | 1.55M |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.85M | SH | $125.23M 6.49% | 0.00 | 0.00 | 1.85M |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 2.04M | SH | $92.23M 4.78% | 0.00 | 0.00 | 2.04M |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 1.42M | SH | $80.48M 4.17% | 0.00 | 0.00 | 1.42M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 486.05K | SH | $27.50M 1.42% | 0.00 | 0.00 | 486.05K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 476.56K | SH | $22.37M 1.16% | 0.00 | 0.00 | 476.56K |
ISHARES INCSOLE | CORE MSCI EMKT | 179.84K | SH | $12.54M 0.65% | 0.00 | 0.00 | 179.84K |
APPLE INCSOLE | COM | 46.60K | SH | $11.83M 0.61% | 0.00 | 0.00 | 46.60K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 73.65K | SH | $11.68M 0.61% | 0.00 | 0.00 | 73.65K |
ISHARES TRSOLE | RUS 1000 ETF | 28.91K | SH | $10.31M 0.53% | 0.00 | 0.00 | 28.91K |
EXXON MOBIL CORPSOLE | COM | 50.88K | SH | $8.63M 0.45% | 0.00 | 0.00 | 50.88K |
GLOBAL X FDSSOLE | CYBRSCURTY ETF | 308.18K | SH | $7.74M 0.40% | 0.00 | 0.00 | 308.18K |
CHEVRON CORPORATIONSOLE | COM | 21.58K | SH | $4.47M 0.23% | 0.00 | 0.00 | 21.58K |
MICROSOFT CORPSOLE | COM | 12.03K | SH | $4.45M 0.23% | 0.00 | 0.00 | 12.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 46.52K | SH | $4.40M 0.23% | 0.00 | 0.00 | 46.52K |
NVIDIA CORPORATIONSOLE | COM | 22.51K | SH | $3.93M 0.20% | 0.00 | 0.00 | 22.51K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 10.80K | SH | $3.65M 0.19% | 0.00 | 0.00 | 10.80K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 97.32K | SH | $3.21M 0.17% | 0.00 | 0.00 | 97.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.52K | SH | $2.65M 0.14% | 0.00 | 0.00 | 5.52K |
AMAZON COM INCSOLE | COM | 11.65K | SH | $2.43M 0.13% | 0.00 | 0.00 | 11.65K |
ISHARES TRSOLE | CORE S&P TTL STK | 17.04K | SH | $2.43M 0.13% | 0.00 | 0.00 | 17.04K |