MONTVALE, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
30.8%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 5.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | GLOBAL TECH ETF | 916.86K | SH | $91.66M 11.30% | 0.00 | 0.00 | 916.86K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 234.68K | SH | $86.53M 10.67% | 0.00 | 0.00 | 234.68K |
ISHARES TRSOLE | U.S. TECH ETF | 391.29K | SH | $71.32M 8.79% | 0.00 | 0.00 | 391.29K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 163.29K | SH | $62.61M 7.72% | 0.00 | 0.00 | 163.29K |
ISHARES TRSOLE | RUS TP200 GR ETF | 248.47K | SH | $61.84M 7.62% | 0.00 | 0.00 | 248.47K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 92.55K | SH | $53.43M 6.59% | 0.00 | 0.00 | 92.55K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 232.26K | SH | $48.32M 5.96% | 0.00 | 0.00 | 232.26K |
ISHARES TRSOLE | EXPND TEC SC ETF | 345.17K | SH | $40.91M 5.04% | 0.00 | 0.00 | 345.17K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 95.41K | SH | $40.70M 5.02% | 0.00 | 0.00 | 95.41K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 746.60K | SH | $37.42M 4.61% | 0.00 | 0.00 | 746.60K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 95.56K | SH | $30.88M 3.81% | 0.00 | 0.00 | 95.56K |
RBB FD INCSOLE | MOTLEY FOL ETF | 415.50K | SH | $27.41M 3.38% | 0.00 | 0.00 | 415.50K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 38.98K | SH | $27.20M 3.35% | 0.00 | 0.00 | 38.98K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 70.32K | SH | $26.07M 3.21% | 0.00 | 0.00 | 70.32K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 277.73K | SH | $19.68M 2.43% | 0.00 | 0.00 | 277.73K |
EXCHANGE TRADED CONCEPTS TRUSOLE | ROBO GLB ARTIF | 215.24K | SH | $12.70M 1.57% | 0.00 | 0.00 | 215.24K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 155.23K | SH | $12.31M 1.52% | 0.00 | 0.00 | 155.23K |
FIDELITY COVINGTON TRUSTSOLE | MOMENTUM FACTR | 151.12K | SH | $12.11M 1.49% | 0.00 | 0.00 | 151.12K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 77.12K | SH | $6.55M 0.81% | 0.00 | 0.00 | 77.12K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 45.58K | SH | $5.05M 0.62% | 0.00 | 0.00 | 45.58K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 37.07K | SH | $4.10M 0.51% | 0.00 | 0.00 | 37.07K |
APPLE INCSOLE | COM | 14.15K | SH | $3.59M 0.44% | 0.00 | 0.00 | 14.15K |
MICROSOFT CORPSOLE | COM | 5.02K | SH | $1.86M 0.23% | 0.00 | 0.00 | 5.02K |
ALPHABET INCSOLE | CAP STK CL C | 6.15K | SH | $1.76M 0.22% | 0.00 | 0.00 | 6.15K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS USD | 32.24K | SH | $1.48M 0.18% | 0.00 | 0.00 | 32.24K |