PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
14.9%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 10.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETFSOLE | ETF | 360.54K | SH | $45.2K 5.98% | 0.00 | 0.00 | 360.54K |
APPLESOLE | COM | 143.50K | SH | $36.4K 4.82% | 0.00 | 0.00 | 143.50K |
MICROSOFT CORP COMSOLE | COM | 83.35K | SH | $30.9K 4.08% | 0.00 | 0.00 | 83.35K |
FIDELITY MERRIMACK STR TR TOTAL BD ETFSOLE | ETF | 620.23K | SH | $28.3K 3.75% | 0.00 | 0.00 | 620.23K |
ISHARES TR CORE 1-5 YR USD BD ETFSOLE | ETF | 478.05K | SH | $23.2K 3.06% | 0.00 | 0.00 | 478.05K |
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETFSOLE | ETF | 91.85K | SH | $21.8K 2.88% | 0.00 | 0.00 | 91.85K |
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FDSOLE | ETF | 423.44K | SH | $20.4K 2.70% | 0.00 | 0.00 | 423.44K |
AMGEN INC COMSOLE | COM | 50.71K | SH | $17.8K 2.36% | 0.00 | 0.00 | 50.71K |
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETFSOLE | ETF | 169.98K | SH | $17.6K 2.32% | 0.00 | 0.00 | 169.98K |
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFSOLE | ETF | 571.22K | SH | $17.5K 2.32% | 0.00 | 0.00 | 571.22K |
CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETFSOLE | ETF | 559.82K | SH | $15.2K 2.01% | 0.00 | 0.00 | 559.82K |
BROADCOM INC COMSOLE | COM | 48.07K | SH | $14.9K 1.97% | 0.00 | 0.00 | 48.07K |
APPLIED DIGITAL CORP COM NEWSOLE | COM | 502.69K | SH | $11.9K 1.58% | 0.00 | 0.00 | 502.69K |
CAPITAL GROUP DIVID VALUE ETFSOLE | ETF | 264.08K | SH | $11.2K 1.49% | 0.00 | 0.00 | 264.08K |
JOHNSON & JOHNSON COMSOLE | COM | 44.63K | SH | $10.9K 1.44% | 0.00 | 0.00 | 44.63K |
RESMED INC COMSOLE | COM | 41.52K | SH | $9.3K 1.23% | 0.00 | 0.00 | 41.52K |
CORNING INC COMSOLE | COM | 66.88K | SH | $9.1K 1.20% | 0.00 | 0.00 | 66.88K |
CISCO SYSTEMS INCSOLE | COM | 116.31K | SH | $9.0K 1.19% | 0.00 | 0.00 | 116.31K |
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETFSOLE | ETF | 157.42K | SH | $8.9K 1.18% | 0.00 | 0.00 | 157.42K |
SAIA INC COMSOLE | COM | 22.40K | SH | $7.9K 1.04% | 0.00 | 0.00 | 22.40K |
PROCTER & GAMBLE CO COMSOLE | COM | 51.66K | SH | $7.5K 0.99% | 0.00 | 0.00 | 51.66K |
EXXON MOBIL CORP COMSOLE | COM | 43.72K | SH | $7.4K 0.98% | 0.00 | 0.00 | 43.72K |
PRICE T ROWE GROUP INC COMSOLE | COM | 81.98K | SH | $7.4K 0.98% | 0.00 | 0.00 | 81.98K |
PEPSICO INC COMSOLE | COM | 40.54K | SH | $6.3K 0.83% | 0.00 | 0.00 | 40.54K |
LILLY ELI & CO COMSOLE | COM | 6.58K | SH | $6.1K 0.80% | 0.00 | 0.00 | 6.58K |