EASTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
35.0%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 7.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 1.46M | SH | $72.14M 14.06% | 0.00 | 0.00 | 1.46M |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 668.55K | SH | $63.93M 12.46% | 0.00 | 0.00 | 668.55K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 775.77K | SH | $43.57M 8.49% | 0.00 | 0.00 | 775.77K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 398.43K | SH | $35.54M 6.92% | 0.00 | 0.00 | 398.43K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 617.77K | SH | $29.16M 5.68% | 0.00 | 0.00 | 617.77K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 1.30M | SH | $28.98M 5.65% | 0.00 | 0.00 | 1.30M |
AMERICAN CENTY ETF TRSOLE | US QUALITY GROW | 132.68K | SH | $15.66M 3.05% | 0.00 | 0.00 | 132.68K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 23.56K | SH | $15.45M 3.01% | 0.00 | 0.00 | 23.56K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 579.85K | SH | $14.92M 2.91% | 0.00 | 0.00 | 579.85K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MLTFCTR LRG CAP | 160.63K | SH | $14.33M 2.79% | 0.00 | 0.00 | 160.63K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 79.54K | SH | $9.92M 1.93% | 0.00 | 0.00 | 79.54K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 106.89K | SH | $9.60M 1.87% | 0.00 | 0.00 | 106.89K |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.85K | SH | $7.46M 1.45% | 0.00 | 0.00 | 12.85K |
APPLE INCSOLE | COM | 22.89K | SH | $6.62M 1.29% | 0.00 | 0.00 | 22.89K |
BROADCOM INCSOLE | COM | 17.15K | SH | $6.48M 1.26% | 0.00 | 0.00 | 17.15K |
SANDISK CORPSOLE | COM | 2.75K | SH | $6.25M 1.22% | 0.00 | 0.00 | 2.75K |
SPDR SERIES TRUSTSOLE | ST STR SP REGBNK | 77.84K | SH | $5.83M 1.14% | 0.00 | 0.00 | 77.84K |
ELI LILLY & COSOLE | COM | 4.64K | SH | $5.56M 1.08% | 0.00 | 0.00 | 4.64K |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 80.03K | SH | $5.25M 1.02% | 0.00 | 0.00 | 80.03K |
ALPHABET INCSOLE | CAP STK CL C | 12.90K | SH | $4.56M 0.89% | 0.00 | 0.00 | 12.90K |
AMPLIFY ETF TRSOLE | CWP INTL ENHANCE | 103.90K | SH | $4.36M 0.85% | 0.00 | 0.00 | 103.90K |
NVIDIA CORPORATIONSOLE | COM | 20.98K | SH | $4.20M 0.82% | 0.00 | 0.00 | 20.98K |
PALO ALTO NETWORKS INCSOLE | COM | 9.70K | SH | $3.31M 0.64% | 0.00 | 0.00 | 9.70K |
MICROSOFT CORPSOLE | COM | 8.82K | SH | $3.29M 0.64% | 0.00 | 0.00 | 8.82K |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 19.12K | SH | $3.03M 0.59% | 0.00 | 0.00 | 19.12K |