JACKSON, WY
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 2.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 38.48K | SH | $25.09M 12.48% | 0.00 | 0.00 | 38.48K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25.20K | SH | $14.54M 7.24% | 0.00 | 0.00 | 25.20K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 159.27K | SH | $8.75M 4.35% | 0.00 | 0.00 | 159.27K |
APPLE INCSOLE | COM | 32.51K | SH | $8.25M 4.10% | 0.00 | 0.00 | 32.51K |
MICROSOFT CORPSOLE | COM | 14.39K | SH | $5.33M 2.65% | 0.00 | 0.00 | 14.39K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 154.92K | SH | $5.25M 2.61% | 0.00 | 0.00 | 154.92K |
JPMORGAN CHASE & COSOLE | COM | 16.74K | SH | $4.92M 2.45% | 0.00 | 0.00 | 16.74K |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERNATINL ETF | 159.12K | SH | $4.73M 2.35% | 0.00 | 0.00 | 159.12K |
COHEN & STEERS ETF TRUSTSOLE | REAL ESTATE ACTI | 166.03K | SH | $4.36M 2.17% | 0.00 | 0.00 | 166.03K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 68.04K | SH | $3.43M 1.71% | 0.00 | 0.00 | 68.04K |
AMAZON COM INCSOLE | COM | 15.11K | SH | $3.15M 1.57% | 0.00 | 0.00 | 15.11K |
ALPHABET INCSOLE | CAP STK CL A | 10.90K | SH | $3.13M 1.56% | 0.00 | 0.00 | 10.90K |
NVIDIA CORPORATIONSOLE | COM | 17.75K | SH | $3.10M 1.54% | 0.00 | 0.00 | 17.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.47K | SH | $2.67M 1.33% | 0.00 | 0.00 | 4.47K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 84.58K | SH | $2.37M 1.18% | 0.00 | 0.00 | 84.58K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 42.06K | SH | $2.35M 1.17% | 0.00 | 0.00 | 42.06K |
ALPHABET INCSOLE | CAP STK CL C | 8.16K | SH | $2.34M 1.17% | 0.00 | 0.00 | 8.16K |
BROWN & BROWN INCSOLE | COM | 35.78K | SH | $2.33M 1.16% | 0.00 | 0.00 | 35.78K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 66.65K | SH | $2.25M 1.12% | 0.00 | 0.00 | 66.65K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 45.68K | SH | $2.21M 1.10% | 0.00 | 0.00 | 45.68K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 43.04K | SH | $2.17M 1.08% | 0.00 | 0.00 | 43.04K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 25.82K | SH | $1.94M 0.97% | 0.00 | 0.00 | 25.82K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 35.92K | SH | $1.92M 0.95% | 0.00 | 0.00 | 35.92K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 38.47K | SH | $1.91M 0.95% | 0.00 | 0.00 | 38.47K |
PRINCIPAL EXCHANGE TRADED FDSOLE | PRIN U S SMALL | 32.84K | SH | $1.88M 0.94% | 0.00 | 0.00 | 32.84K |