LINWOOD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
27.3%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 907.89K
Full voting authority
907.89K
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.39K | SH | $14.08M 15.53% | 29.39K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 29.83K | SH | $5.72M 6.31% | 29.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 65.26K | SH | $5.00M 5.51% | 65.26K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.99K | SH | $3.24M 3.57% | 4.99K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 17.20K | SH | $3.14M 3.46% | 17.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 17.24K | SH | $2.67M 2.95% | 17.24K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 5.64K | SH | $2.61M 2.88% | 5.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 38.27K | SH | $2.58M 2.85% | 38.27K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 23.82K | SH | $2.53M 2.78% | 23.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.80K | SH | $2.49M 2.74% | 9.80K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.80K | SH | $2.18M 2.41% | 8.80K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 33.90K | SH | $1.92M 2.12% | 33.90K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.83K | SH | $1.84M 2.03% | 8.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.21K | SH | $1.78M 1.97% | 6.21K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 10.78K | SH | $1.63M 1.80% | 10.78K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 11.15K | SH | $1.63M 1.79% | 11.15K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.96K | SH | $1.46M 1.61% | 4.96K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P MDCP 400 DIV | 16.58K | SH | $1.43M 1.58% | 16.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 20.32K | SH | $1.43M 1.57% | 20.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.65K | SH | $1.32M 1.46% | 10.65K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 9.74K | SH | $1.28M 1.41% | 9.74K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 12.38K | SH | $1.27M 1.40% | 12.38K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 78.52K | SH | $1.25M 1.37% | 78.52K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. UTILITS ETF | 9.27K | SH | $1.08M 1.19% | 9.27K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 3.55K | SH | $925.0K 1.02% | 3.55K | 0.00 | 0.00 |