BETHLEHEM, PA
Allocation by class
Portfolio Concentration
Top 3 weight
38.7%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 860.68K | SH | $69.77M 16.62% | 0.00 | 0.00 | 860.68K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 715.91K | SH | $62.91M 14.98% | 0.00 | 0.00 | 715.91K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 43.38K | SH | $29.79M 7.10% | 0.00 | 0.00 | 43.38K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 295.58K | SH | $26.37M 6.28% | 0.00 | 0.00 | 295.58K |
APPLE INCSOLE | COM | 71.86K | SH | $20.79M 4.95% | 0.00 | 0.00 | 71.86K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 438.33K | SH | $20.50M 4.88% | 0.00 | 0.00 | 438.33K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 356.57K | SH | $18.84M 4.49% | 0.00 | 0.00 | 356.57K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.33K | SH | $17.18M 4.09% | 0.00 | 0.00 | 23.33K |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 428.79K | SH | $14.64M 3.49% | 0.00 | 0.00 | 428.79K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 100.81K | SH | $11.38M 2.71% | 0.00 | 0.00 | 100.81K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 285.20K | SH | $9.04M 2.15% | 0.00 | 0.00 | 285.20K |
ISHARES TRSOLE | MSCI INTL QUALTY | 131.93K | SH | $6.54M 1.56% | 0.00 | 0.00 | 131.93K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.06K | SH | $4.53M 1.08% | 0.00 | 0.00 | 6.06K |
MICROSOFT CORPSOLE | COM | 11.95K | SH | $4.46M 1.06% | 0.00 | 0.00 | 11.95K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.43K | SH | $4.37M 1.04% | 0.00 | 0.00 | 14.43K |
NVIDIA CORPORATIONSOLE | COM | 18.39K | SH | $3.68M 0.88% | 0.00 | 0.00 | 18.39K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 5.10K | SH | $3.35M 0.80% | 0.00 | 0.00 | 5.10K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.40K | SH | $3.07M 0.73% | 0.00 | 0.00 | 19.40K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 64K | SH | $2.92M 0.70% | 0.00 | 0.00 | 64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.36K | SH | $2.68M 0.64% | 0.00 | 0.00 | 5.36K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 28.70K | SH | $2.37M 0.56% | 0.00 | 0.00 | 28.70K |
ISHARES TRSOLE | CORE HIGH DV ETF | 84K | SH | $2.30M 0.55% | 0.00 | 0.00 | 84K |
ISHARES TRSOLE | RUS TP200 GR ETF | 7.33K | SH | $2.13M 0.51% | 0.00 | 0.00 | 7.33K |
AMAZON COM INCSOLE | COM | 8.56K | SH | $2.04M 0.49% | 0.00 | 0.00 | 8.56K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 38.50K | SH | $2.03M 0.48% | 0.00 | 0.00 | 38.50K |