ROY, UT
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 905.37K
Full voting authority
905.37K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 86.67K | SH | $16.63M 16.87% | 86.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 295.49K | SH | $9.07M 9.19% | 295.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.63K | SH | $6.51M 6.60% | 22.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.51K | SH | $6.04M 6.13% | 19.51K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 31.30K | SH | $4.26M 4.32% | 31.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.17K | SH | $4.10M 4.16% | 16.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.24K | SH | $3.59M 3.64% | 17.24K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.52K | SH | $3.32M 3.37% | 2.52K | 0.00 | 0.00 |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 56.43K | SH | $2.98M 3.02% | 56.43K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 4.92K | SH | $2.42M 2.45% | 4.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 26.82K | SH | $2.24M 2.27% | 26.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 7.55K | SH | $2.22M 2.25% | 7.55K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 8.55K | SH | $2.07M 2.10% | 8.55K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 5.38K | SH | $2.00M 2.03% | 5.38K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 7.30K | SH | $1.53M 1.56% | 7.30K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 2.36K | SH | $1.43M 1.45% | 2.36K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 37.13K | SH | $1.40M 1.42% | 37.13K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 19.01K | SH | $1.37M 1.39% | 19.01K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.59K | SH | $1.35M 1.37% | 1.59K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 12.91K | SH | $1.20M 1.21% | 12.91K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.95K | SH | $1.19M 1.21% | 3.95K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 1.20K | SH | $1.17M 1.19% | 1.20K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 5.52K | SH | $1.14M 1.16% | 5.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.04K | SH | $1.13M 1.14% | 3.04K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 6.80K | SH | $1.02M 1.04% | 6.80K | 0.00 | 0.00 |