BETHLEHEM, PA
Allocation by class
Portfolio Concentration
Top 3 weight
37.2%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 4.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 805.32K | SH | $54.99M 15.34% | 0.00 | 0.00 | 805.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 669.72K | SH | $51.26M 14.30% | 0.00 | 0.00 | 669.72K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.20K | SH | $27.01M 7.54% | 0.00 | 0.00 | 45.20K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 262.66K | SH | $22.28M 6.22% | 0.00 | 0.00 | 262.66K |
APPLE INCSOLE | COM | 72.48K | SH | $18.39M 5.13% | 0.00 | 0.00 | 72.48K |
ISHARES TRSOLE | HIGH YLD SYSTM B | 394.13K | SH | $18.33M 5.12% | 0.00 | 0.00 | 394.13K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 317.63K | SH | $14.20M 3.96% | 0.00 | 0.00 | 317.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.59K | SH | $12.46M 3.48% | 0.00 | 0.00 | 21.59K |
TRUST FOR PROFESSIONAL MANAGSOLE | CONVERGENCE LNG | 387.13K | SH | $10.89M 3.04% | 0.00 | 0.00 | 387.13K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 92.18K | SH | $9.53M 2.66% | 0.00 | 0.00 | 92.18K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 296.86K | SH | $9.11M 2.54% | 0.00 | 0.00 | 296.86K |
ISHARES TRSOLE | MSCI INTL QUALTY | 145.87K | SH | $6.74M 1.88% | 0.00 | 0.00 | 145.87K |
MICROSOFT CORPSOLE | COM | 12.01K | SH | $4.44M 1.24% | 0.00 | 0.00 | 12.01K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.41K | SH | $4.17M 1.16% | 0.00 | 0.00 | 6.41K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.06K | SH | $3.94M 1.10% | 0.00 | 0.00 | 15.06K |
NVIDIA CORPORATIONSOLE | COM | 19.78K | SH | $3.45M 0.96% | 0.00 | 0.00 | 19.78K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.24K | SH | $2.85M 0.79% | 0.00 | 0.00 | 19.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.37K | SH | $2.57M 0.72% | 0.00 | 0.00 | 5.37K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 56.87K | SH | $2.55M 0.71% | 0.00 | 0.00 | 56.87K |
ISHARES TRSOLE | CORE HIGH DV ETF | 16.79K | SH | $2.28M 0.64% | 0.00 | 0.00 | 16.79K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 4.98K | SH | $2.03M 0.57% | 0.00 | 0.00 | 4.98K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 5.10K | SH | $1.95M 0.55% | 0.00 | 0.00 | 5.10K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 38.62K | SH | $1.89M 0.53% | 0.00 | 0.00 | 38.62K |
MARATHON PETE CORPSOLE | COM | 7.53K | SH | $1.84M 0.51% | 0.00 | 0.00 | 7.53K |
ISHARES TRSOLE | RUS TP200 GR ETF | 7.35K | SH | $1.83M 0.51% | 0.00 | 0.00 | 7.35K |