CLIVE, IA
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TROTR | RUS 1000 GRW ETF | 20.81K | SH | $8.87M 6.75% | 0.00 | 0.00 | 20.81K |
AMERICAN CENTY ETF TROTR | INTERNATIONAL LR | 100.46K | SH | $7.52M 5.72% | 0.00 | 0.00 | 100.46K |
J P MORGAN EXCHANGE TRADED FOTR | ULTRA SHRT ETF | 114.50K | SH | $5.79M 4.41% | 0.00 | 0.00 | 114.50K |
ISHARES TROTR | RUS 1000 VAL ETF | 24.90K | SH | $5.32M 4.05% | 0.00 | 0.00 | 24.90K |
AMERICAN CENTY ETF TROTR | US LARGE CAP VLU | 61.44K | SH | $4.95M 3.77% | 0.00 | 0.00 | 61.44K |
ISHARES TROTR | CORE S&P500 ETF | 7.20K | SH | $4.71M 3.58% | 0.00 | 0.00 | 7.20K |
INVESCO EXCH TRADED FD TR IIOTR | S&P INTL MOMNT | 76.34K | SH | $4.19M 3.18% | 0.00 | 0.00 | 76.34K |
APPLE INCOTR | COM | 16.32K | SH | $4.14M 3.15% | 0.00 | 0.00 | 16.32K |
INVESCO QQQ TROTR | UNIT SER 1 | 6.98K | SH | $4.03M 3.06% | 0.00 | 0.00 | 6.98K |
J P MORGAN EXCHANGE TRADED FOTR | INCOME ETF | 80.40K | SH | $3.70M 2.82% | 0.00 | 0.00 | 80.40K |
GLOBAL X FDSOTR | US INFR DEV ETF | 70.40K | SH | $3.58M 2.72% | 0.00 | 0.00 | 70.40K |
J P MORGAN EXCHANGE TRADED FOTR | HEDGED EQUITY LA | 53.47K | SH | $3.42M 2.60% | 0.00 | 0.00 | 53.47K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 4.71K | SH | $3.07M 2.33% | 0.00 | 0.00 | 4.71K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 9.10K | SH | $2.92M 2.22% | 0.00 | 0.00 | 9.10K |
STATE STR SPDR S&P MIDCAP 40OTR | UTSER1 S&PDCRP | 4.73K | SH | $2.92M 2.22% | 0.00 | 0.00 | 4.73K |
INVESCO EXCH TRADED FD TR IIOTR | S&P 500 MOMNTM | 25.01K | SH | $2.80M 2.13% | 0.00 | 0.00 | 25.01K |
GOLDMAN SACHS PHYSICAL GOLDOTR | UNIT | 60.45K | SH | $2.79M 2.12% | 0.00 | 0.00 | 60.45K |
ALPHABET INCOTR | CAP STK CL A | 9.39K | SH | $2.70M 2.05% | 0.00 | 0.00 | 9.39K |
SELECT SECTOR SPDR TROTR | STATE STREET REA | 65.11K | SH | $2.66M 2.02% | 0.00 | 0.00 | 65.11K |
PIMCO ETF TROTR | INTER MUN BD ACT | 47.48K | SH | $2.48M 1.88% | 0.00 | 0.00 | 47.48K |
ISHARES TROTR | CORE MSCI EAFE | 25.57K | SH | $2.31M 1.76% | 0.00 | 0.00 | 25.57K |
NVIDIA CORPORATIONOTR | COM | 10.45K | SH | $1.82M 1.39% | 0.00 | 0.00 | 10.45K |
ISHARES TROTR | EAFE GRWTH ETF | 16.05K | SH | $1.79M 1.36% | 0.00 | 0.00 | 16.05K |
ALPHABET INCOTR | CAP STK CL C | 5.87K | SH | $1.68M 1.28% | 0.00 | 0.00 | 5.87K |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 2.81K | SH | $1.68M 1.28% | 0.00 | 0.00 | 2.81K |