LUDINGTON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
40.5%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 206.93K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
206.93K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
T ROWE PRICE ETF INCSOLE | CAP APPRECIATION | 66.74K | SH | $2.55M 18.99% | 0.00 | 0.00 | 66.74K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 25.99K | SH | $1.58M 11.77% | 0.00 | 0.00 | 25.99K |
ISHARES TRSOLE | U.S. TECH ETF | 6.56K | SH | $1.31M 9.75% | 0.00 | 0.00 | 6.56K |
APPLE INCSOLE | COM | 3.51K | SH | $953.2K 7.10% | 0.00 | 0.00 | 3.51K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 18.14K | SH | $806.9K 6.01% | 0.00 | 0.00 | 18.14K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 930.00 | SH | $634.1K 4.72% | 0.00 | 0.00 | 930.00 |
NVIDIA CORPORATIONSOLE | COM | 3.20K | SH | $597.2K 4.45% | 0.00 | 0.00 | 3.20K |
HARTFORD FDS EXCHANGE TRADEDSOLE | LARGE CAP GRWT | 16.91K | SH | $461.8K 3.44% | 0.00 | 0.00 | 16.91K |
T ROWE PRICE ETF INCSOLE | CAPITAL APPRECIA | 19.13K | SH | $450.9K 3.36% | 0.00 | 0.00 | 19.13K |
JPMORGAN CHASE & CO.SOLE | COM | 1.32K | SH | $427.1K 3.18% | 0.00 | 0.00 | 1.32K |
MICROSOFT CORPSOLE | COM | 877.00 | SH | $424.2K 3.16% | 0.00 | 0.00 | 877.00 |
T ROWE PRICE ETF INCSOLE | SMALL MID CAP | 11.12K | SH | $399.3K 2.97% | 0.00 | 0.00 | 11.12K |
AMAZON COM INCSOLE | COM | 1.67K | SH | $384.3K 2.86% | 0.00 | 0.00 | 1.67K |
ISHARES TRSOLE | MSCI USA MIN VOL | 3.63K | SH | $341.6K 2.54% | 0.00 | 0.00 | 3.63K |
ELI LILLY & COSOLE | COM | 306.00 | SH | $328.9K 2.45% | 0.00 | 0.00 | 306.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 5.66K | SH | $326.6K 2.43% | 0.00 | 0.00 | 5.66K |
ISHARES TRSOLE | US SML CAP EQT | 4.07K | SH | $304.5K 2.27% | 0.00 | 0.00 | 4.07K |
ALPHABET INCSOLE | CAP STK CL A | 859.00 | SH | $268.9K 2.00% | 0.00 | 0.00 | 859.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 2.66K | SH | $266.1K 1.98% | 0.00 | 0.00 | 2.66K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 273.00 | SH | $205.9K 1.53% | 0.00 | 0.00 | 273.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US LARG | 6.49K | SH | $205.6K 1.53% | 0.00 | 0.00 | 6.49K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 6.88K | SH | $203.4K 1.51% | 0.00 | 0.00 | 6.88K |