FORT WAYNE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 3.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | ALPHABET INC CAP STK CL A | 249.97K | SH | $19.13M 8.41% | 0.00 | 0.00 | 249.97K |
ALPHABET INCSOLE | ALPHABET INC CAP STK CL C | 596.87K | SH | $19.13M 8.41% | 0.00 | 0.00 | 596.87K |
AMAZON COM INCSOLE | AMAZON.COM INC | 191.49K | SH | $12.27M 5.39% | 0.00 | 0.00 | 191.49K |
AMERICAN BITCOIN CORP.SOLE | AMERICAN BITCOIN CORP. COM CL A | 206.20K | SH | $8.65M 3.80% | 0.00 | 0.00 | 206.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMERGING MARKETS EQUITY ETF | 146.57K | SH | $6.19M 2.72% | 0.00 | 0.00 | 146.57K |
AMERICAN TOWER CORPSOLE | AMERICAN TOWER CORP NEW COM | 203.03K | SH | $5.55M 2.44% | 0.00 | 0.00 | 203.03K |
AMPHENOL CORPSOLE | AMPHENOL CORP CLASS A COM USD0.001 | 133.14K | SH | $5.12M 2.25% | 0.00 | 0.00 | 133.14K |
APPLE INCSOLE | APPLE INC | 8.43K | SH | $5.04M 2.21% | 0.00 | 0.00 | 8.43K |
BERKSHIRE HATHAWAY INC DELSOLE | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 7.48K | SH | $4.86M 2.14% | 0.00 | 0.00 | 7.48K |
BLACKROCK ETF TRUSTSOLE | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 14.09K | SH | $4.52M 1.99% | 0.00 | 0.00 | 14.09K |
BLACKROCK ETF TRUSTSOLE | BLACKROCK ETF TRUST ISHARES AI INNOVATION AND TECH ACTV ETF | 23.54K | SH | $4.52M 1.99% | 0.00 | 0.00 | 23.54K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMATIC ROTATION ACTIVE ETF | 15.04K | SH | $3.82M 1.68% | 0.00 | 0.00 | 15.04K |
BLACKROCK ETF TRUSTSOLE | BLACKROCK ETF TRUST ISHARES INTL CTRY ROTATION ACTIVE ETF | 14.14K | SH | $3.70M 1.63% | 0.00 | 0.00 | 14.14K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CAP CORE ACTIVE ETF | 73.98K | SH | $3.65M 1.61% | 0.00 | 0.00 | 73.98K |
BLACKROCK ETF TRUSTSOLE | BLACKROCK ETF TRUST ISHARES DEFENSE | 20.20K | SH | $3.52M 1.55% | 0.00 | 0.00 | 20.20K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE INCOME ACTIVE ETF | 5.16K | SH | $3.37M 1.48% | 0.00 | 0.00 | 5.16K |
BNY MELLON ETF TRUSTSOLE | BNY MELLON ETF TRUST CORE BOND ETF | 129.63K | SH | $3.31M 1.45% | 0.00 | 0.00 | 129.63K |
BOEING COSOLE | BOEING CO | 99.86K | SH | $3.06M 1.35% | 0.00 | 0.00 | 99.86K |
BONDBLOXX ETF TRUSTSOLE | BONDBLOXX ETF TRUST BLOOMBERG TEN YR | 53.58K | SH | $2.90M 1.27% | 0.00 | 0.00 | 53.58K |
BONDBLOXX ETF TRUSTSOLE | BONDBLOXX ETF TRUST BLOOMBERG SIX MN | 11.97K | SH | $2.84M 1.25% | 0.00 | 0.00 | 11.97K |
BROADCOM INCSOLE | BROADCOM INC COM | 71.42K | SH | $2.82M 1.24% | 0.00 | 0.00 | 71.42K |
BROADRIDGE FINL SOLUTIONS INSOLE | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | 53.80K | SH | $2.66M 1.17% | 0.00 | 0.00 | 53.80K |
CALAMOS ETF TRSOLE | CALAMOS ETF TRUST NASDAQ 100 STRUCTURED ALT PROTECTION ETF | 12.76K | SH | $2.66M 1.17% | 0.00 | 0.00 | 12.76K |
CALAMOS ETF TRSOLE | CALAMOS ETF TRUST RUSSELL 2000 STRUCTURED ALT PROTECT | 48.29K | SH | $2.64M 1.16% | 0.00 | 0.00 | 48.29K |
CALAMOS ETF TRSOLE | CALAMOS ETF TRUST S&P 500 STRUCTURED ALT PRTCTION ETF DEC | 92.78K | SH | $2.29M 1.01% | 0.00 | 0.00 | 92.78K |