CHARLESTON, WV
Allocation by class
Portfolio Concentration
Top 3 weight
16.0%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 8.26M
Full voting authority
8.26M
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 |
|---|---|---|---|---|---|---|---|
State Street SPDR S&P 500 ETF TRSOLE | TR UNIT | 109.02K | SH | $70.90M 7.79% | 109.02K | 0.00 | 0.00 |
Invesco QQQ TrustSOLE | UNIT SER 1 | 78.49K | SH | $45.30M 4.98% | 78.49K | 0.00 | 0.00 |
Apple IncSOLE | COM | 115.03K | SH | $29.19M 3.21% | 115.03K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 31.05K | SH | $28.56M 3.14% | 31.05K | 0.00 | 0.00 |
iShares TRSOLE | RUSSELL 2000 ETF | 103.62K | SH | $25.70M 2.82% | 103.62K | 0.00 | 0.00 |
Invesco Exchange Traded Fd TRSOLE | S&P500 EQL WGT | 129.11K | SH | $24.78M 2.72% | 129.11K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 54.42K | SH | $20.14M 2.21% | 54.42K | 0.00 | 0.00 |
iShares TRSOLE | SELECT DIVID ETF | 106.01K | SH | $16.05M 1.76% | 106.01K | 0.00 | 0.00 |
Palantir Technologies IncSOLE | CL A | 106.30K | SH | $15.55M 1.71% | 106.30K | 0.00 | 0.00 |
iShares Gold TRSOLE | ISHARES NEW | 175.31K | SH | $15.46M 1.70% | 175.31K | 0.00 | 0.00 |
Select Sector SPDR TRSOLE | STATE STREET IND | 80.86K | SH | $13.08M 1.44% | 80.86K | 0.00 | 0.00 |
Select Sector SPDR TRSOLE | STATE STREET ENE | 207.86K | SH | $12.73M 1.40% | 207.86K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 43.09K | SH | $12.39M 1.36% | 43.09K | 0.00 | 0.00 |
iShares TRSOLE | MSCI EMG MKT ETF | 215.87K | SH | $12.26M 1.35% | 215.87K | 0.00 | 0.00 |
iShares TRSOLE | CORE HIGH DV ETF | 90.25K | SH | $12.25M 1.35% | 90.25K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | COM | 70.39K | SH | $11.94M 1.31% | 70.39K | 0.00 | 0.00 |
iShares TRSOLE | CORE S&P MCP ETF | 142.27K | SH | $9.61M 1.06% | 142.27K | 0.00 | 0.00 |
Select Sector SPDR TRSOLE | STATE STREET FIN | 189.55K | SH | $9.36M 1.03% | 189.55K | 0.00 | 0.00 |
iShares TRSOLE | ISHARES BIOTECH | 54.46K | SH | $9.20M 1.01% | 54.46K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 31.06K | SH | $9.14M 1.00% | 31.06K | 0.00 | 0.00 |
iShares TRSOLE | RUS 1000 GRW ETF | 21.31K | SH | $9.09M 1.00% | 21.31K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 52.03K | SH | $9.07M 1.00% | 52.03K | 0.00 | 0.00 |
SPDR Series TRSOLE | STATE STREET SPD | 97.40K | SH | $8.91M 0.98% | 97.40K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 33.54K | SH | $8.20M 0.90% | 33.54K | 0.00 | 0.00 |
SPDR Index SHS FdsSOLE | STATE STREET SPD | 126.84K | SH | $7.87M 0.87% | 126.84K | 0.00 | 0.00 |