YORK, PA
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 4.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 392.49K | SH | $29.69M 11.11% | 0.00 | 0.00 | 392.49K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1500 | 266.42K | SH | $14.86M 5.56% | 0.00 | 0.00 | 266.42K |
HARTFORD FDS EXCHANGE TRADEDSOLE | MUN OPORTUNITE | 314.56K | SH | $12.31M 4.61% | 0.00 | 0.00 | 314.56K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 463.89K | SH | $12.30M 4.60% | 0.00 | 0.00 | 463.89K |
ISHARES TRSOLE | INTL SEL DIV ETF | 283.50K | SH | $11.75M 4.39% | 0.00 | 0.00 | 283.50K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 333.09K | SH | $10.56M 3.95% | 0.00 | 0.00 | 333.09K |
ISHARES TRSOLE | CORE DIV GRWTH | 120.43K | SH | $9.13M 3.41% | 0.00 | 0.00 | 120.43K |
INVESCO EXCH TRADED FD TR IISOLE | RAFI EMRGNG MRKT | 307.64K | SH | $8.58M 3.21% | 0.00 | 0.00 | 307.64K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 176.35K | SH | $8.54M 3.19% | 0.00 | 0.00 | 176.35K |
NVIDIA CORPORATIONSOLE | COM | 38.11K | SH | $7.63M 2.85% | 0.00 | 0.00 | 38.11K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 136.62K | SH | $7.38M 2.76% | 0.00 | 0.00 | 136.62K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 GARP ETF | 50.27K | SH | $6.15M 2.30% | 0.00 | 0.00 | 50.27K |
APPLE INCSOLE | COM | 20.19K | SH | $5.84M 2.19% | 0.00 | 0.00 | 20.19K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL LOW | 162.53K | SH | $5.61M 2.10% | 0.00 | 0.00 | 162.53K |
BROADCOM INCSOLE | COM | 13.37K | SH | $5.05M 1.89% | 0.00 | 0.00 | 13.37K |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.76K | SH | $4.51M 1.69% | 0.00 | 0.00 | 7.76K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 29.56K | SH | $4.50M 1.68% | 0.00 | 0.00 | 29.56K |
LISTED FDS TRSOLE | SHARES FOREIGN | 137.19K | SH | $4.35M 1.63% | 0.00 | 0.00 | 137.19K |
SPDR INDEX SHS FDSSOLE | ST STR MSCI EAFE | 41.53K | SH | $3.99M 1.49% | 0.00 | 0.00 | 41.53K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 47.41K | SH | $3.55M 1.33% | 0.00 | 0.00 | 47.41K |
ISHARES TRSOLE | MSCI EAFE ETF | 31.03K | SH | $3.22M 1.21% | 0.00 | 0.00 | 31.03K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 31.41K | SH | $2.93M 1.10% | 0.00 | 0.00 | 31.41K |
JPMORGAN CHASE & COSOLE | COM | 7.87K | SH | $2.57M 0.96% | 0.00 | 0.00 | 7.87K |
MICROSOFT CORPSOLE | COM | 6.42K | SH | $2.40M 0.90% | 0.00 | 0.00 | 6.42K |
AMAZON COM INCSOLE | COM | 10.05K | SH | $2.40M 0.90% | 0.00 | 0.00 | 10.05K |