PEPPER PIKE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 879.99K
Full voting authority
879.99K
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 20.20K | SH | $13.19M 13.31% | 20.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.92K | SH | $5.73M 5.78% | 9.92K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 16.58K | SH | $4.96M 5.00% | 16.58K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.98K | SH | $4.54M 4.58% | 6.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 12.74K | SH | $3.34M 3.36% | 12.74K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.10K | SH | $3.19M 3.22% | 11.10K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 6.53K | SH | $3.02M 3.05% | 6.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 9.27K | SH | $2.35M 2.37% | 9.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 15.21K | SH | $2.17M 2.19% | 15.21K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 30.59K | SH | $2.15M 2.17% | 30.59K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 14.24K | SH | $1.89M 1.91% | 14.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 8.15K | SH | $1.70M 1.71% | 8.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.27K | SH | $1.69M 1.71% | 5.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 16.60K | SH | $1.65M 1.66% | 16.60K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 9.98K | SH | $1.61M 1.63% | 9.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 5.74K | SH | $1.42M 1.44% | 5.74K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 23.44K | SH | $1.38M 1.40% | 23.44K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.88K | SH | $1.37M 1.39% | 7.88K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 33.71K | SH | $1.30M 1.31% | 29.71K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 15.56K | SH | $1.28M 1.30% | 15.56K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.79K | SH | $1.24M 1.26% | 5.79K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 67.13K | SH | $1.24M 1.25% | 67.13K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 8.08K | SH | $1.18M 1.19% | 8.08K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 11.15K | SH | $1.12M 1.13% | 11.15K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 13.46K | SH | $1.10M 1.11% | 13.46K | 0.00 | 0.00 |