PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 11.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.43M
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 | 366.33K | SH | $53.1K 6.18% | 0.00 | 0.00 | 366.33K |
APPLESOLE | COM | 143.79K | SH | $47.9K 5.57% | 0.00 | 0.00 | 143.79K |
MICROSOFT CORP COMSOLE | COM | 83.91K | SH | $43.0K 5.01% | 0.00 | 0.00 | 83.91K |
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETFSOLE | ETF | 93.60K | SH | $28.5K 3.32% | 0.00 | 0.00 | 93.60K |
FIDELITY MERRIMACK STR TR TOTAL BD ETFSOLE | ETF | 569.83K | SH | $24.7K 2.87% | 0.00 | 0.00 | 569.83K |
ISHARES TR CORE 1-5 YR USD BD ETFSOLE | ETF | 519.72K | SH | $24.5K 2.85% | 0.00 | 0.00 | 519.72K |
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FDSOLE | ETF | 414.75K | SH | $21.5K 2.50% | 0.00 | 0.00 | 414.75K |
AMGEN INC COMSOLE | COM | 50.02K | SH | $21.1K 2.45% | 0.00 | 0.00 | 50.02K |
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETFSOLE | ETF | 183.58K | SH | $20.5K 2.38% | 0.00 | 0.00 | 183.58K |
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFSOLE | ETF | 579.94K | SH | $18.9K 2.19% | 0.00 | 0.00 | 579.94K |
CAPITAL GROUP DIVID VALUE ETFSOLE | ETF | 346.36K | SH | $16.9K 1.97% | 0.00 | 0.00 | 346.36K |
CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETFSOLE | ETF | 613.05K | SH | $15.9K 1.85% | 0.00 | 0.00 | 613.05K |
BROADCOM INC COMSOLE | COM | 43.35K | SH | $15.2K 1.77% | 0.00 | 0.00 | 43.35K |
JOHNSON & JOHNSON COMSOLE | COM | 46.71K | SH | $12.4K 1.44% | 0.00 | 0.00 | 46.71K |
CISCO SYSTEMS INCSOLE | COM | 113.45K | SH | $12.2K 1.42% | 0.00 | 0.00 | 113.45K |
APPLIED DIGITAL CORP COM NEWSOLE | COM | 466.20K | SH | $11.4K 1.32% | 0.00 | 0.00 | 466.20K |
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETFSOLE | ETF | 178.12K | SH | $10.0K 1.16% | 0.00 | 0.00 | 178.12K |
CORNING INC COMSOLE | COM | 64.80K | SH | $10.0K 1.16% | 0.00 | 0.00 | 64.80K |
RESMED INC COMSOLE | COM | 40.40K | SH | $8.9K 1.04% | 0.00 | 0.00 | 40.40K |
PRICE T ROWE GROUP INC COMSOLE | COM | 83.39K | SH | $8.7K 1.01% | 0.00 | 0.00 | 83.39K |
PROCTER & GAMBLE CO COMSOLE | COM | 53.52K | SH | $7.8K 0.90% | 0.00 | 0.00 | 53.52K |
EXXONMOBIL HLDGS CORP COMSOLE | COM | 46.36K | SH | $7.5K 0.88% | 0.00 | 0.00 | 46.36K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.85K | SH | $7.3K 0.85% | 0.00 | 0.00 | 10.85K |
SAIA INC COMSOLE | COM | 22.02K | SH | $7.3K 0.85% | 0.00 | 0.00 | 22.02K |
J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN INTL VALUE ETFSOLE | ETF | 75.29K | SH | $7.2K 0.83% | 0.00 | 0.00 | 75.29K |