PITTSTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.7%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 19.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.71M
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 | 405.82K | SH | $263.92M 14.74% | 0.00 | 0.00 | 405.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 190.73K | SH | $91.40M 5.11% | 0.00 | 0.00 | 190.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 88.77K | SH | $51.23M 2.86% | 0.00 | 0.00 | 88.77K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 102.42K | SH | $32.86M 1.84% | 0.00 | 0.00 | 102.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 340.48K | SH | $31.20M 1.74% | 0.00 | 0.00 | 340.48K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 363.50K | SH | $28.74M 1.61% | 0.00 | 0.00 | 363.50K |
APPLE INCSOLE | COM | 110.98K | SH | $28.16M 1.57% | 0.00 | 0.00 | 110.98K |
ETF OPPORTUNITIES TRUSTSOLE | APPLIED FINA VAL | 615.99K | SH | $25.75M 1.44% | 0.00 | 0.00 | 615.99K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 475.03K | SH | $24.04M 1.34% | 0.00 | 0.00 | 475.03K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LAD | 881.64K | SH | $23.16M 1.29% | 0.00 | 0.00 | 881.64K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 617.37K | SH | $22.59M 1.26% | 0.00 | 0.00 | 617.37K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 87.70K | SH | $21.75M 1.22% | 0.00 | 0.00 | 87.70K |
MICROSOFT CORPSOLE | COM | 57.72K | SH | $21.37M 1.19% | 0.00 | 0.00 | 57.72K |
SPDR GOLD TRSOLE | GOLD SHS | 40.56K | SH | $17.45M 0.97% | 0.00 | 0.00 | 40.56K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 384.08K | SH | $17.33M 0.97% | 0.00 | 0.00 | 384.08K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 658.63K | SH | $16.89M 0.94% | 0.00 | 0.00 | 658.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 415.96K | SH | $16.21M 0.91% | 0.00 | 0.00 | 415.96K |
NVIDIA CORPORATIONSOLE | COM | 85.15K | SH | $14.85M 0.83% | 0.00 | 0.00 | 85.15K |
WALMART INCSOLE | COM | 116.32K | SH | $14.46M 0.81% | 0.00 | 0.00 | 116.32K |
ALPHABET INCSOLE | CAP STK CL A | 49.68K | SH | $14.29M 0.80% | 0.00 | 0.00 | 49.68K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 201.47K | SH | $13.88M 0.78% | 0.00 | 0.00 | 201.47K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 257.06K | SH | $13.17M 0.74% | 0.00 | 0.00 | 257.06K |
JPMORGAN CHASE & COSOLE | COM | 44.55K | SH | $13.11M 0.73% | 0.00 | 0.00 | 44.55K |
ELI LILLY & COSOLE | COM | 14.12K | SH | $12.98M 0.73% | 0.00 | 0.00 | 14.12K |
ALPHABET INCSOLE | CAP STK CL C | 42.44K | SH | $12.17M 0.68% | 0.00 | 0.00 | 42.44K |