UNIONTOWN, OH
Allocation by class
Portfolio Concentration
Top 3 weight
14.6%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 70.80K | SH | $5.42M 6.21% | 0.00 | 0.00 | 70.80K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 98.06K | SH | $3.77M 4.33% | 0.00 | 0.00 | 98.06K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.14K | SH | $3.55M 4.08% | 0.00 | 0.00 | 8.14K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 99.93K | SH | $3.16M 3.62% | 0.00 | 0.00 | 99.93K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 89.56K | SH | $3.03M 3.47% | 0.00 | 0.00 | 89.56K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 107.25K | SH | $2.85M 3.27% | 0.00 | 0.00 | 107.25K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 62.84K | SH | $2.39M 2.75% | 0.00 | 0.00 | 62.84K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.56K | SH | $2.27M 2.60% | 0.00 | 0.00 | 11.56K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 36.94K | SH | $2.15M 2.46% | 0.00 | 0.00 | 36.94K |
EXXON MOBIL CORPSOLE | COM | 12.31K | SH | $2.09M 2.39% | 0.00 | 0.00 | 12.31K |
APPLE INCSOLE | COM | 8.04K | SH | $2.04M 2.34% | 0.00 | 0.00 | 8.04K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 62.25K | SH | $2.00M 2.30% | 0.00 | 0.00 | 62.25K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.34K | SH | $1.96M 2.25% | 0.00 | 0.00 | 17.34K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 52.85K | SH | $1.93M 2.21% | 0.00 | 0.00 | 52.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 71.22K | SH | $1.87M 2.15% | 0.00 | 0.00 | 71.22K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.76K | SH | $1.85M 2.12% | 0.00 | 0.00 | 8.76K |
ISHARES TRSOLE | MSCI USA QLT FCT | 8.46K | SH | $1.62M 1.86% | 0.00 | 0.00 | 8.46K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 45.25K | SH | $1.51M 1.73% | 0.00 | 0.00 | 45.25K |
ELEVATION SERIES TRUSTSOLE | TRUESHARES SEASO | 55.09K | SH | $1.38M 1.58% | 0.00 | 0.00 | 55.09K |
NVIDIA CORPORATIONSOLE | COM | 7.84K | SH | $1.37M 1.57% | 0.00 | 0.00 | 7.84K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 32.18K | SH | $1.25M 1.43% | 0.00 | 0.00 | 32.18K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 58.24K | SH | $1.23M 1.41% | 0.00 | 0.00 | 58.24K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM EQ BUF | 37.81K | SH | $1.08M 1.24% | 0.00 | 0.00 | 37.81K |
ISHARES INCSOLE | CORE MSCI EMKT | 15.14K | SH | $1.06M 1.21% | 0.00 | 0.00 | 15.14K |
PIMCO ETF TRSOLE | ULTRA SHORT GOVT | 10.21K | SH | $1.03M 1.18% | 0.00 | 0.00 | 10.21K |