MISSION FINANCIAL GROUP, LLC

PrivateCIK: 2113810
Location

LAS VEGAS, NV

146
Positions
$108.31M
Total AUM (reported)
1.69M
Total Shares

Allocation by class

TOTAL AUM$108.31M146 positions
COM$25.33M23.4%
ENHAN SHRT MA AC$7.44M6.9%
TOTAL STK MKT$6.80M6.3%
FT VEST US EQT$6.27M5.8%
FT VEST U.S.$4.74M4.4%
ULTRA SHRT TRM$3.87M3.6%
FT VEST GOLD$3.55M3.3%

Portfolio Concentration

Top 317.1%4–1016.8%11–2519.1%Rest47.0%TOP 1033.9%0%100%
Top 3$18.56M17.1%
4–10$18.21M16.8%
11–25$20.65M19.1%
Rest$50.89M47.0%

Top 3 weight

17.1%

Top 10 weight

33.9%

Voting Authority Distribution

Total shares with voting rights: 1.69M

Sole

Full voting authority

118.66K

shares

% of voting shares7.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.58M

shares

% of voting shares93.0%

Investment Discretion (by position count)

Sole146
Shared0
Other0
Dominant voting typeNone · 93.0% of voting shares
Institutional Holdings146
Rows:

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares74.02K
TypeSH
Market value$7.44M
6.87%
Sole
10.87K
Shared
0.00
None
63.15K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares21.19K
TypeSH
Market value$6.80M
6.28%
Sole
0.00
Shared
0.00
None
21.19K

APPLE INC

SOLE
COM
Shares17.02K
TypeSH
Market value$4.32M
3.99%
Sole
1.89K
Shared
0.00
None
15.13K

T ROWE PRICE ETF INC

SOLE
ULTRA SHRT TRM
Shares77.75K
TypeSH
Market value$3.87M
3.57%
Sole
3.01K
Shared
0.00
None
74.74K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST GOLD
Shares138.89K
TypeSH
Market value$3.55M
3.27%
Sole
17.52K
Shared
0.00
None
121.37K

MICROSOFT CORP

SOLE
COM
Shares6.69K
TypeSH
Market value$2.48M
2.29%
Sole
1.02K
Shared
0.00
None
5.66K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST U.S.
Shares48.81K
TypeSH
Market value$2.13M
1.96%
Sole
7.03K
Shared
0.00
None
41.78K

FIRST TR EXCHANGE TRADED FD

SOLE
BUYWRIT INCM ETF
Shares92.45K
TypeSH
Market value$2.12M
1.96%
Sole
0.00
Shared
0.00
None
92.45K

SPDR GOLD TR

SOLE
GOLD SHS
Shares4.82K
TypeSH
Market value$2.07M
1.92%
Sole
0.00
Shared
0.00
None
4.82K

ALPHABET INC

SOLE
CAP STK CL A
Shares6.94K
TypeSH
Market value$2.00M
1.84%
Sole
230.00
Shared
0.00
None
6.71K

AMAZON COM INC

SOLE
COM
Shares8.75K
TypeSH
Market value$1.82M
1.68%
Sole
950.00
Shared
0.00
None
7.80K

DIMENSIONAL ETF TRUST

SOLE
US HIGH PROFITAB
Shares47.12K
TypeSH
Market value$1.73M
1.60%
Sole
0.00
Shared
0.00
None
47.12K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares35.37K
TypeSH
Market value$1.66M
1.54%
Sole
0.00
Shared
0.00
None
35.37K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST U.S.
Shares36.86K
TypeSH
Market value$1.63M
1.51%
Sole
6.81K
Shared
0.00
None
30.05K

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares34.22K
TypeSH
Market value$1.56M
1.44%
Sole
0.00
Shared
0.00
None
34.22K

NVIDIA CORPORATION

SOLE
COM
Shares8.81K
TypeSH
Market value$1.54M
1.42%
Sole
876.00
Shared
0.00
None
7.93K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.40K
TypeSH
Market value$1.39M
1.28%
Sole
106.00
Shared
0.00
None
1.29K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares6.50K
TypeSH
Market value$1.28M
1.18%
Sole
0.00
Shared
0.00
None
6.50K

BROADCOM INC

SOLE
COM
Shares3.92K
TypeSH
Market value$1.21M
1.12%
Sole
628.00
Shared
0.00
None
3.30K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST US EQT
Shares25.68K
TypeSH
Market value$1.20M
1.11%
Sole
8.50K
Shared
0.00
None
17.18K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.83K
TypeSH
Market value$1.19M
1.10%
Sole
50.00
Shared
0.00
None
1.78K

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares66.97K
TypeSH
Market value$1.15M
1.06%
Sole
0.00
Shared
0.00
None
66.97K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST US EQT
Shares21.20K
TypeSH
Market value$1.10M
1.01%
Sole
0.00
Shared
0.00
None
21.20K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares19.31K
TypeSH
Market value$1.09M
1.01%
Sole
0.00
Shared
0.00
None
19.31K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.28K
TypeSH
Market value$1.09M
1.01%
Sole
70.00
Shared
0.00
None
2.21K
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