YORK, PA
Allocation by class
Portfolio Concentration
Top 3 weight
53.5%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 4.55M
Full voting authority
4.55M
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 |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 1.99M | SH | $67.32M 27.79% | 1.99M | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 628.37K | SH | $31.81M 13.13% | 628.37K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 525.56K | SH | $30.58M 12.62% | 525.56K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 104.64K | SH | $18.98M 7.84% | 104.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 56.41K | SH | $11.07M 4.57% | 56.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 70.29K | SH | $10.90M 4.50% | 70.29K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 425.12K | SH | $8.85M 3.65% | 425.12K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 160.56K | SH | $8.32M 3.44% | 160.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 43.22K | SH | $6.99M 2.89% | 43.22K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.73K | SH | $6.33M 2.61% | 9.73K | 0.00 | 0.00 |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 77.22K | SH | $6.17M 2.55% | 77.22K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 49.04K | SH | $5.43M 2.24% | 49.04K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 24.56K | SH | $3.56M 1.47% | 24.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 96.30K | SH | $2.81M 1.16% | 96.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.68K | SH | $2.71M 1.12% | 10.68K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 46.84K | SH | $2.39M 0.99% | 46.84K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 11.36K | SH | $1.93M 0.80% | 11.36K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 32.39K | SH | $1.90M 0.79% | 32.39K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 13.93K | SH | $1.52M 0.63% | 13.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.39K | SH | $1.29M 0.53% | 7.39K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 35.45K | SH | $1.25M 0.52% | 35.45K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 14.69K | SH | $1.17M 0.48% | 14.69K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 18.58K | SH | $1.16M 0.48% | 18.58K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | INNOVATION LEAD | 36.13K | SH | $1.08M 0.44% | 36.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.49K | SH | $920.4K 0.38% | 2.49K | 0.00 | 0.00 |