YORK, PA
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 1.76M
Full voting authority
14.89K
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PACER FDS TRSOLE | METAURUS CAP 400 | 133.52K | SH | $5.36M 4.77% | 0.00 | 0.00 | 133.52K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 81.47K | SH | $3.83M 3.41% | 1.83K | 0.00 | 79.64K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 34.83K | SH | $3.23M 2.88% | 0.00 | 0.00 | 34.83K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 6.39K | SH | $3.03M 2.70% | 0.00 | 0.00 | 6.39K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 59.21K | SH | $2.93M 2.61% | 4.98K | 0.00 | 54.23K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 41.94K | SH | $2.86M 2.55% | 1.11K | 0.00 | 40.83K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | AGGREGATE BOND E | 139.75K | SH | $2.84M 2.53% | 0.00 | 0.00 | 139.75K |
ISHARES TRSOLE | CORE US AGGBD ET | 28.06K | SH | $2.79M 2.48% | 0.00 | 0.00 | 28.06K |
ISHARES TRSOLE | CORE MSCI EAFE | 29.65K | SH | $2.68M 2.39% | 0.00 | 0.00 | 29.65K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 24.07K | SH | $2.26M 2.01% | 0.00 | 0.00 | 24.07K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 14.40K | SH | $2.22M 1.98% | 0.00 | 0.00 | 14.40K |
ISHARES TRSOLE | US TREAS BD ETF | 96.28K | SH | $2.21M 1.96% | 0.00 | 0.00 | 96.28K |
NVIDIA CORPORATIONSOLE | COM | 11.78K | SH | $2.05M 1.83% | 0.00 | 0.00 | 11.78K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 39.37K | SH | $2.00M 1.78% | 2.25K | 0.00 | 37.11K |
ISHARES TRSOLE | MBS ETF | 20.72K | SH | $1.97M 1.75% | 0.00 | 0.00 | 20.72K |
ISHARES TRSOLE | CORE S&P US GWT | 12.64K | SH | $1.96M 1.75% | 0.00 | 0.00 | 12.64K |
ALPHABET INCSOLE | CAP STK CL C | 6.58K | SH | $1.89M 1.68% | 0.00 | 0.00 | 6.58K |
APPLE INCSOLE | COM | 6.77K | SH | $1.72M 1.53% | 0.00 | 0.00 | 6.77K |
MICROSOFT CORPSOLE | COM | 4.49K | SH | $1.66M 1.48% | 11.00 | 0.00 | 4.48K |
ISHARES INCSOLE | CORE MSCI EMKT | 22.40K | SH | $1.56M 1.39% | 0.00 | 0.00 | 22.40K |
PACER FDS TRSOLE | US CASH COWS 100 | 24.07K | SH | $1.51M 1.34% | 0.00 | 0.00 | 24.07K |
ISHARES TRSOLE | CORE S&P US VLU | 14.01K | SH | $1.43M 1.28% | 0.00 | 0.00 | 14.01K |
ISHARES TRSOLE | MSCI USA QLT FCT | 7.43K | SH | $1.43M 1.27% | 0.00 | 0.00 | 7.43K |
EXXON MOBIL CORPSOLE | COM | 8K | SH | $1.36M 1.21% | 0.00 | 0.00 | 8K |
CHENIERE ENERGY INCSOLE | COM NEW | 4.55K | SH | $1.29M 1.15% | 0.00 | 0.00 | 4.55K |