ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 10.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 205.61K | SH | $24.47M 4.38% | 0.00 | 0.00 | 205.61K |
ISHARES TRSOLE | RUS TP200 GR ETF | 81.69K | SH | $23.74M 4.25% | 0.00 | 0.00 | 81.69K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 780.94K | SH | $22.98M 4.11% | 0.00 | 0.00 | 780.94K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 260.84K | SH | $22.92M 4.10% | 0.00 | 0.00 | 260.84K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 62.93K | SH | $21.64M 3.87% | 0.00 | 0.00 | 62.93K |
ISHARES TRSOLE | S&P 100 ETF | 58K | SH | $21.22M 3.80% | 0.00 | 0.00 | 58K |
VICTORY PORTFOLIOS IISOLE | VICSHS DV AC ETF | 297.94K | SH | $17.33M 3.10% | 0.00 | 0.00 | 297.94K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 216.14K | SH | $16.70M 2.99% | 0.00 | 0.00 | 216.14K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 174.12K | SH | $16.35M 2.93% | 0.00 | 0.00 | 174.12K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 128.02K | SH | $11.62M 2.08% | 0.00 | 0.00 | 128.02K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 194.31K | SH | $11.45M 2.05% | 0.00 | 0.00 | 194.31K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 91.31K | SH | $10.68M 1.91% | 0.00 | 0.00 | 91.31K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 79.36K | SH | $10.14M 1.82% | 0.00 | 0.00 | 79.36K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 63.88K | SH | $10.09M 1.81% | 0.00 | 0.00 | 63.88K |
ISHARES TRSOLE | CORE S&P TTL STK | 58.42K | SH | $9.60M 1.72% | 0.00 | 0.00 | 58.42K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 203.66K | SH | $9.31M 1.67% | 0.00 | 0.00 | 203.66K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 290.36K | SH | $9.21M 1.65% | 0.00 | 0.00 | 290.36K |
INVESCO EXCHANGE TRADED FD TSOLE | HIG YLD EQ DIV | 389.73K | SH | $9.03M 1.62% | 0.00 | 0.00 | 389.73K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 137.58K | SH | $7.52M 1.35% | 0.00 | 0.00 | 137.58K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 151.97K | SH | $7.39M 1.32% | 0.00 | 0.00 | 151.97K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 609.08K | SH | $6.60M 1.18% | 0.00 | 0.00 | 609.08K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 112.62K | SH | $5.98M 1.07% | 0.00 | 0.00 | 112.62K |
ISHARES TRSOLE | PFD AND INCM SEC | 185.70K | SH | $5.66M 1.01% | 0.00 | 0.00 | 185.70K |
VANECK ETF TRUSTSOLE | PREFERRED SECURT | 313.39K | SH | $5.59M 1.00% | 0.00 | 0.00 | 313.39K |
ISHARES TRSOLE | 10+ YR INVST GRD | 111.72K | SH | $5.59M 1.00% | 0.00 | 0.00 | 111.72K |