CHEVY CHASE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 1.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 62.04K | SH | $19.90M 10.00% | 0.00 | 0.00 | 62.04K |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 36.45K | SH | $13.97M 7.02% | 0.00 | 0.00 | 36.45K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 23.22K | SH | $13.40M 6.73% | 0.00 | 0.00 | 23.22K |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 190.64K | SH | $13.02M 6.54% | 0.00 | 0.00 | 190.64K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 43.01K | SH | $9.25M 4.65% | 0.00 | 0.00 | 43.01K |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ETF | 151.77K | SH | $7.68M 3.86% | 0.00 | 0.00 | 151.77K |
FIRST TRUST NASDAQ CYBERSECURITY ETFSOLE | ETF | 119.90K | SH | $7.52M 3.77% | 0.00 | 0.00 | 119.90K |
APPLE INC COMSOLE | Stock | 28.96K | SH | $7.35M 3.69% | 0.00 | 0.00 | 28.96K |
FIRST TRUST MULTI CAP GROWTH ALPHADEX FUNDSOLE | ETF | 44.67K | SH | $7.10M 3.57% | 0.00 | 0.00 | 44.67K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 10.83K | SH | $7.04M 3.54% | 0.00 | 0.00 | 10.83K |
FIRST TRUST CAPITAL STRENGTH ETFSOLE | ETF | 64.89K | SH | $6.02M 3.02% | 0.00 | 0.00 | 64.89K |
TR ACTIVEBETA US LARGE CAP EQUITY ETFSOLE | ETF | 45.31K | SH | $5.67M 2.85% | 0.00 | 0.00 | 45.31K |
ISHARES MSCI USA MOMENTUM FACTOR ETFSOLE | ETF | 18.92K | SH | $4.54M 2.28% | 0.00 | 0.00 | 18.92K |
FT VEST US EQUITY BUFFER ETF - JANUARYSOLE | ETF | 79.11K | SH | $3.99M 2.00% | 0.00 | 0.00 | 79.11K |
FIRST TRUST DOW JONES INTERNET INDEX FUNDSOLE | ETF | 16.06K | SH | $3.76M 1.89% | 0.00 | 0.00 | 16.06K |
NVIDIA CORPORATION COMSOLE | Stock | 19.53K | SH | $3.41M 1.71% | 0.00 | 0.00 | 19.53K |
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFSOLE | ETF | 66.70K | SH | $2.99M 1.50% | 0.00 | 0.00 | 66.70K |
FIRST TRUST CLOUD COMPUTING ETFSOLE | ETF | 27.34K | SH | $2.99M 1.50% | 0.00 | 0.00 | 27.34K |
PROSHARES ULTRA S&P 500SOLE | ETF | 55.60K | SH | $2.88M 1.45% | 0.00 | 0.00 | 55.60K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | ETF | 26.96K | SH | $2.61M 1.31% | 0.00 | 0.00 | 26.96K |
EXXON MOBIL CORP COMSOLE | Stock | 13.10K | SH | $2.22M 1.12% | 0.00 | 0.00 | 13.10K |
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDSOLE | ETF | 9.66K | SH | $2.09M 1.05% | 0.00 | 0.00 | 9.66K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 81.10K | SH | $2.08M 1.04% | 0.00 | 0.00 | 81.10K |
FIRST TRUST FINANCIALS ALPHADEX FUNDSOLE | ETF | 32.32K | SH | $1.82M 0.91% | 0.00 | 0.00 | 32.32K |
FIRST TRUST TECHNOLOGY ALPHADEX FUNDSOLE | ETF | 11.12K | SH | $1.77M 0.89% | 0.00 | 0.00 | 11.12K |