RENO, NV
Allocation by class
Portfolio Concentration
Top 3 weight
25.5%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.20M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US QTLY DIV GRT | 123.57K | SH | $6.7K 11.02% | 0.00 | 0.00 | 123.57K |
WISDOMTREE TRSOLE | GLB HIGH DIV FD | 122.67K | SH | $5.0K 8.35% | 0.00 | 0.00 | 122.67K |
APPLE INCSOLE | COM | 26.70K | SH | $3.7K 6.11% | 0.00 | 0.00 | 26.70K |
ISHARES TRSOLE | RUS TP200 GR ETF | 30.28K | SH | $3.6K 5.99% | 0.00 | 0.00 | 30.28K |
PACER FDS TRSOLE | US CASH COWS 100 | 75.75K | SH | $3.1K 5.14% | 0.00 | 0.00 | 75.75K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.64K | SH | $1.8K 3.01% | 0.00 | 0.00 | 8.64K |
ISHARES TRSOLE | EAFE GRWTH ETF | 22K | SH | $1.6K 2.64% | 0.00 | 0.00 | 22K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 11.02K | SH | $1.6K 2.61% | 0.00 | 0.00 | 11.02K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 12.38K | SH | $1.5K 2.49% | 0.00 | 0.00 | 12.38K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 7.67K | SH | $1.5K 2.48% | 0.00 | 0.00 | 7.67K |
MICROSOFT CORPSOLE | COM | 5.63K | SH | $1.3K 2.17% | 0.00 | 0.00 | 5.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.99K | SH | $1.3K 2.07% | 0.00 | 0.00 | 6.99K |
INVESCO ACTIVELY MANAGED ETFSOLE | ULTRA SHRT DUR | 24.97K | SH | $1.2K 2.04% | 0.00 | 0.00 | 24.97K |
CHARLES RIV LABS INTL INCSOLE | COM | 5.58K | SH | $1.1K 1.82% | 0.00 | 0.00 | 5.58K |
NUVEEN MUN HIGH INCOME OPP FSOLE | COM | 97.58K | SH | $1.0K 1.66% | 0.00 | 0.00 | 97.58K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.54K | SH | $945.00 1.56% | 0.00 | 0.00 | 3.54K |
INVESCO QUALITY MUNI INC TREASSOLE | COM | 90.21K | SH | $824.00 1.36% | 0.00 | 0.00 | 90.21K |
SPDR GOLD TRSOLE | GOLD SHS | 5.24K | SH | $810.00 1.34% | 0.00 | 0.00 | 5.24K |
GLOBAL X FDSSOLE | US INFR DEV ETF | 31.31K | SH | $722.00 1.19% | 0.00 | 0.00 | 31.31K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 5.18K | SH | $705.00 1.17% | 0.00 | 0.00 | 5.18K |
INOTIV INCSOLE | COM | 41.35K | SH | $697.00 1.15% | 0.00 | 0.00 | 41.35K |
ISHARES TRSOLE | CORE DIV GRWTH | 15.60K | SH | $694.00 1.15% | 0.00 | 0.00 | 15.60K |
ISHARES SHORTSOLE | SH TR CRPORT ETF | 13.30K | SH | $656.00 1.09% | 0.00 | 0.00 | 13.30K |
ISHARES TRSOLE | EXPANDED TECH | 2.50K | SH | $624.00 1.03% | 0.00 | 0.00 | 2.50K |
ISHARES TRSOLE | SELECT DIVID ETF | 5.66K | SH | $607.00 1.00% | 0.00 | 0.00 | 5.66K |