CHARLOTTE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 8.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 74.12K | SH | $55.35M 9.50% | 0.00 | 0.00 | 74.12K |
FIRST TR EXCHANGE TRADED FDDFND | RISNG DIVD ACHIV | 428.60K | SH | $34.74M 5.96% | 0.00 | 0.00 | 428.60K |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 350.74K | SH | $25.75M 4.42% | 0.00 | 0.00 | 350.74K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 154.25K | SH | $18.35M 3.15% | 0.00 | 0.00 | 154.25K |
FIRST TR EXCH TRADED FD IIIDFND | LNG/SHT EQUITY | 217.93K | SH | $16.08M 2.76% | 0.00 | 0.00 | 217.93K |
FIRST TR EXCHANGE-TRADED FDDFND | GROWTH STRENGTH | 425.92K | SH | $15.76M 2.70% | 0.00 | 0.00 | 425.92K |
FIRST TR EXCHNG TRADED FD VIDFND | FT VEST LADDERED | 426.52K | SH | $15.58M 2.67% | 0.00 | 0.00 | 426.52K |
VANGUARD WORLD FDDFND | INF TECH ETF | 129.04K | SH | $15.42M 2.65% | 0.00 | 0.00 | 129.04K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 247.96K | SH | $15.07M 2.59% | 0.00 | 0.00 | 247.96K |
VANGUARD SCOTTSDALE FDSDFND | SHRT TRM CORP BD | 180.95K | SH | $14.30M 2.45% | 0.00 | 0.00 | 180.95K |
FIRST TR EXCHANGE-TRADED FDDFND | SHS | 278.24K | SH | $13.41M 2.30% | 0.00 | 0.00 | 278.24K |
FIRST TR EXCHANGE-TRADED FDDFND | SHS | 261.66K | SH | $12.73M 2.18% | 0.00 | 0.00 | 261.66K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 20.16K | SH | $12.57M 2.16% | 0.00 | 0.00 | 20.16K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 65.23K | SH | $12.51M 2.15% | 0.00 | 0.00 | 65.23K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 424.17K | SH | $12.04M 2.07% | 0.00 | 0.00 | 424.17K |
VANGUARD WORLD FDDFND | CONSUM DIS ETF | 30.18K | SH | $11.97M 2.05% | 0.00 | 0.00 | 30.18K |
SELECT SECTOR SPDR TRDFND | STATE STREET HEA | 74.02K | SH | $11.74M 2.01% | 0.00 | 0.00 | 74.02K |
FIRST TR EXCHANGE TRADED FDDFND | SMID RISNG ETF | 252.04K | SH | $10.87M 1.87% | 0.00 | 0.00 | 252.04K |
FIRST TR EXCHANGE TRADED FDDFND | RBA INDL ETF | 79.94K | SH | $10.65M 1.83% | 0.00 | 0.00 | 79.94K |
SPDR INDEX SHS FDSDFND | STATE STREET SPD | 197.30K | SH | $10.22M 1.75% | 0.00 | 0.00 | 197.30K |
FIRST TR EXCHANGE-TRADED FDDFND | NASDAQ CYB ETF | 106.62K | SH | $9.58M 1.64% | 0.00 | 0.00 | 106.62K |
GLOBAL X FDSDFND | ARTIFICIAL ETF | 138.98K | SH | $9.12M 1.56% | 0.00 | 0.00 | 138.98K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 307.67K | SH | $8.93M 1.53% | 0.00 | 0.00 | 307.67K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 123.02K | SH | $8.77M 1.50% | 0.00 | 0.00 | 123.02K |
VANGUARD WELLINGTON FDDFND | US MOMENTUM | 32.34K | SH | $8.07M 1.38% | 0.00 | 0.00 | 32.34K |