PROVO, UT
Allocation by class
Portfolio Concentration
Top 3 weight
11.7%
Top 10 weight
24.8%
Voting Authority Distribution
Total shares with voting rights: 8.90M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.90M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTOTR | ST STR BLO 1 ETF | 496.76K | SH | $45.52M 5.30% | 0.00 | 0.00 | 496.76K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 233.13K | SH | $27.74M 3.23% | 0.00 | 0.00 | 233.13K |
NVIDIA CORPORATIONSOLE | COM | 137.67K | SH | $27.55M 3.21% | 0.00 | 0.00 | 137.67K |
SPDR INDEX SHS FDSOTR | ST STR PO EX ETF | 417.77K | SH | $21.05M 2.45% | 0.00 | 0.00 | 417.77K |
ALPHABET INCOTR | CAP STK CL A | 48.87K | SH | $17.47M 2.03% | 0.00 | 0.00 | 48.87K |
MICROSOFT CORPOTR | COM | 43.72K | SH | $16.31M 1.90% | 0.00 | 0.00 | 43.72K |
APPLE INCOTR | COM | 56.31K | SH | $16.29M 1.90% | 0.00 | 0.00 | 56.31K |
SPDR SERIES TRUSTOTR | ST STR P500VAL | 255.96K | SH | $15.56M 1.81% | 0.00 | 0.00 | 255.96K |
AMAZON COM INCOTR | COM | 61.53K | SH | $14.66M 1.71% | 0.00 | 0.00 | 61.53K |
TESLA INCSOLE | COM | 26.05K | SH | $10.96M 1.28% | 0.00 | 0.00 | 25.95K |
ALPHABET INCOTR | CAP STK CL C | 28.78K | SH | $10.17M 1.18% | 0.00 | 0.00 | 28.78K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 162.27K | SH | $9.36M 1.09% | 0.00 | 0.00 | 162.27K |
VANGUARD INDEX FDSOTR | SM CP VAL ETF | 36.96K | SH | $8.98M 1.05% | 0.00 | 0.00 | 36.96K |
VISA INCOTR | COM CL A | 26.09K | SH | $8.95M 1.04% | 0.00 | 0.00 | 26.09K |
ISHARES TRSOLE | 0-5YR HI YL CP | 209.37K | SH | $8.88M 1.03% | 0.00 | 0.00 | 209.37K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 170.50K | SH | $8.83M 1.03% | 0.00 | 0.00 | 170.50K |
BROADCOM INCSOLE | COM | 22.92K | SH | $8.66M 1.01% | 0.00 | 0.00 | 22.82K |
META PLATFORMS INCSOLE | CL A | 14.76K | SH | $8.31M 0.97% | 0.00 | 0.00 | 14.76K |
ISHARES INCSOLE | CORE MSCI EMKT | 96.31K | SH | $7.98M 0.93% | 0.00 | 0.00 | 96.31K |
JOHNSON & JOHNSONOTR | COM | 28.50K | SH | $7.24M 0.84% | 0.00 | 0.00 | 28.50K |
ELI LILLY & COOTR | COM | 5.72K | SH | $6.86M 0.80% | 0.00 | 0.00 | 5.72K |
ISHARES TRSOLE | CORE MSCI EAFE | 70.01K | SH | $6.76M 0.79% | 0.00 | 0.00 | 70.01K |
SPDR SERIES TRUSTOTR | ST STR BACKE ETF | 284.96K | SH | $6.36M 0.74% | 0.00 | 0.00 | 284.96K |
JPMORGAN CHASE & COSOLE | COM | 18.44K | SH | $6.04M 0.70% | 0.00 | 0.00 | 18.44K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 63.08K | SH | $5.97M 0.70% | 0.00 | 0.00 | 63.08K |