JEFFERSONVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.76M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.06K | SH | $15.73M 6.20% | 0.00 | 0.00 | 21.06K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 136.80K | SH | $13.08M 5.16% | 0.00 | 0.00 | 136.80K |
WISDOMTREE TRSOLE | US QUALITY GROW | 190.50K | SH | $12.58M 4.96% | 0.00 | 0.00 | 190.50K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 99.97K | SH | $11.90M 4.69% | 0.00 | 0.00 | 99.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.15K | SH | $8.95M 3.53% | 0.00 | 0.00 | 12.15K |
APPLE INCSOLE | COM | 27.73K | SH | $8.02M 3.16% | 0.00 | 0.00 | 27.73K |
ALPHABET INCSOLE | CAP STK CL C | 21.99K | SH | $7.77M 3.06% | 0.00 | 0.00 | 21.99K |
TESLA INCSOLE | COM | 14.72K | SH | $6.19M 2.44% | 0.00 | 0.00 | 14.72K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 37.72K | SH | $5.96M 2.35% | 0.00 | 0.00 | 37.72K |
AMAZON COM INCSOLE | COM | 24.14K | SH | $5.75M 2.27% | 0.00 | 0.00 | 24.14K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.17K | SH | $5.37M 2.12% | 0.00 | 0.00 | 7.17K |
UNITED AIRLS HLDGS INCSOLE | COM | 39.12K | SH | $5.32M 2.10% | 0.00 | 0.00 | 39.12K |
J P MORGAN EXCHANGE TRADED FSOLE | US VALUE FACTR | 86.76K | SH | $5.09M 2.01% | 0.00 | 0.00 | 86.76K |
ISHARES TRSOLE | CORE US AGGBD ET | 50.85K | SH | $5.03M 1.98% | 0.00 | 0.00 | 50.85K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 48.85K | SH | $4.92M 1.94% | 0.00 | 0.00 | 48.85K |
WISDOMTREE TRSOLE | YIELD ENHANCD US | 112.86K | SH | $4.91M 1.93% | 0.00 | 0.00 | 112.86K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 95.33K | SH | $4.80M 1.89% | 0.00 | 0.00 | 95.33K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 88.97K | SH | $4.20M 1.66% | 0.00 | 0.00 | 88.97K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 80.01K | SH | $3.94M 1.55% | 0.00 | 0.00 | 80.01K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 103.82K | SH | $3.51M 1.38% | 0.00 | 0.00 | 103.82K |
ISHARES TRSOLE | FLTG RATE NT ETF | 66.83K | SH | $3.41M 1.34% | 0.00 | 0.00 | 66.83K |
MICRON TECHNOLOGY INCSOLE | COM | 2.72K | SH | $3.14M 1.24% | 0.00 | 0.00 | 2.72K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 48.83K | SH | $3.00M 1.18% | 0.00 | 0.00 | 48.83K |
ALPHABET INCSOLE | CAP STK CL A | 8.03K | SH | $2.87M 1.13% | 0.00 | 0.00 | 8.03K |
MICROSOFT CORPSOLE | COM | 7.66K | SH | $2.86M 1.13% | 0.00 | 0.00 | 7.66K |