LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
14.4%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CONV BD ETF | 63.08K | SH | $6.42M 5.55% | 0.00 | 0.00 | 63.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 61.63K | SH | $5.65M 4.88% | 0.00 | 0.00 | 61.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 50.88K | SH | $4.66M 4.02% | 0.00 | 0.00 | 50.88K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 142.11K | SH | $4.08M 3.52% | 0.00 | 0.00 | 142.11K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 37.67K | SH | $3.90M 3.36% | 0.00 | 0.00 | 37.67K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 38.72K | SH | $3.88M 3.35% | 0.00 | 0.00 | 38.72K |
ISHARES TRSOLE | TRS FLT RT BD | 74.87K | SH | $3.79M 3.27% | 0.00 | 0.00 | 74.87K |
ISHARES TRSOLE | CORE 40/60 MODER | 79.81K | SH | $3.78M 3.26% | 0.00 | 0.00 | 79.81K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 56.47K | SH | $2.87M 2.48% | 0.00 | 0.00 | 56.47K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 22.87K | SH | $2.66M 2.30% | 0.00 | 0.00 | 22.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 24.56K | SH | $2.44M 2.11% | 0.00 | 0.00 | 24.56K |
APPLIED MATLS INCSOLE | COM | 6.82K | SH | $2.33M 2.01% | 0.00 | 0.00 | 6.82K |
DELL TECHNOLOGIES INCSOLE | CL C | 13.23K | SH | $2.17M 1.88% | 0.00 | 0.00 | 13.23K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 31.96K | SH | $2.17M 1.87% | 0.00 | 0.00 | 31.96K |
ALBEMARLE CORPSOLE | COM | 12.06K | SH | $2.16M 1.87% | 0.00 | 0.00 | 12.06K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 28.30K | SH | $2.13M 1.84% | 0.00 | 0.00 | 28.30K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 12.19K | SH | $2.11M 1.82% | 0.00 | 0.00 | 12.19K |
ALIGN TECHNOLOGY INCSOLE | COM | 10.65K | SH | $1.83M 1.58% | 0.00 | 0.00 | 10.65K |
APA CORPORATIONSOLE | COM | 42.29K | SH | $1.79M 1.55% | 0.00 | 0.00 | 42.29K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.10K | SH | $1.79M 1.55% | 0.00 | 0.00 | 4.10K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 8.71K | SH | $1.72M 1.49% | 0.00 | 0.00 | 8.71K |
GE VERNOVA INCSOLE | COM | 1.97K | SH | $1.72M 1.49% | 0.00 | 0.00 | 1.97K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 5.48K | SH | $1.71M 1.48% | 0.00 | 0.00 | 5.48K |
VANGUARD WORLD FDSOLE | MATERIALS ETF | 7.54K | SH | $1.70M 1.47% | 0.00 | 0.00 | 7.54K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 5.94K | SH | $1.62M 1.40% | 0.00 | 0.00 | 5.94K |