LANSDALE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
28.5%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Full voting authority
3.19M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 0.00 | SH | $24.8K 12.29% | 115.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 0.00 | SH | $17.9K 8.88% | 583.01K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED LARGE | 0.00 | SH | $14.9K 7.38% | 396.80K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 0.00 | SH | $12.9K 6.42% | 268.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CMBS ETF | 0.00 | SH | $12.5K 6.21% | 256.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 0.00 | SH | $10.5K 5.20% | 32.63K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 0.00 | SH | $8.8K 4.37% | 106.53K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 0.00 | SH | $8.7K 4.33% | 89.11K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 0.00 | SH | $8.7K 4.31% | 117.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 0.00 | SH | $7.3K 3.64% | 28.02K | 0.00 | 0.00 |
ISHARES TRSOLE | FALN ANGLS USD | 0.00 | SH | $7.1K 3.53% | 266.51K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 0.00 | SH | $7.0K 3.48% | 176.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 0.00 | SH | $5.5K 2.71% | 9.15K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 0.00 | SH | $4.4K 2.18% | 53.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIVID ETF | 0.00 | SH | $3.3K 1.62% | 60.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 0.00 | SH | $2.6K 1.31% | 7.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 0.00 | SH | $2.5K 1.22% | 49.05K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 0.00 | SH | $2.2K 1.10% | 17.82K | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | CROSS BRG ULTRST | 0.00 | SH | $1.8K 0.89% | 91.67K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 0.00 | SH | $1.7K 0.84% | 7.72K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US PFD ETF | 0.00 | SH | $1.7K 0.82% | 89.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 0.00 | SH | $1.6K 0.81% | 3.74K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | US CORE DIV TILT | 0.00 | SH | $1.6K 0.81% | 31.47K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 0.00 | SH | $1.6K 0.80% | 6.34K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CP VALUE | 0.00 | SH | $1.6K 0.77% | 43.16K | 0.00 | 0.00 |