BRENTWOOD, TN
Allocation by class
Portfolio Concentration
Top 3 weight
43.3%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 5.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
T ROWE PRICE EXCHANGE-TRADEDSOLE | US EQUI RESH ETF | 1.01M | SH | $48.56M 17.21% | 0.00 | 0.00 | 1.01M |
PACER FDS TRSOLE | US CASH COWS 100 | 605.03K | SH | $40.39M 14.31% | 0.00 | 0.00 | 605.03K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 924.56K | SH | $33.22M 11.77% | 0.00 | 0.00 | 924.56K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 775.96K | SH | $23.28M 8.25% | 0.00 | 0.00 | 775.96K |
ISHARES TRSOLE | CORE DIV GRWTH | 302.13K | SH | $22.78M 8.07% | 0.00 | 0.00 | 302.13K |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP GR | 40.25K | SH | $11.76M 4.17% | 0.00 | 0.00 | 40.25K |
VANGUARD INDEX FDSSOLE | MRNGSTR MD CP VA | 45.45K | SH | $8.89M 3.15% | 0.00 | 0.00 | 45.45K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 73.51K | SH | $6.00M 2.13% | 0.00 | 0.00 | 73.51K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 49.86K | SH | $5.87M 2.08% | 0.00 | 0.00 | 49.86K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 119.31K | SH | $5.87M 2.08% | 0.00 | 0.00 | 119.31K |
ISHARES TRSOLE | CORE S&P SCP ETF | 42.66K | SH | $5.80M 2.06% | 0.00 | 0.00 | 42.66K |
FIDELITY COVINGTON TRUSTSOLE | ENH MID COR ETF | 140.95K | SH | $5.69M 2.02% | 0.00 | 0.00 | 140.95K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 160.90K | SH | $5.63M 2.00% | 0.00 | 0.00 | 160.90K |
WISDOMTREE TRSOLE | US MIDCAP FUND | 72.19K | SH | $5.17M 1.83% | 0.00 | 0.00 | 72.19K |
SPDR SERIES TRUSTSOLE | ST STR R1K LOWV | 29.88K | SH | $4.15M 1.47% | 0.00 | 0.00 | 29.88K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 102.17K | SH | $4.15M 1.47% | 0.00 | 0.00 | 102.17K |
ISHARES INCSOLE | MSCI EMRG CHN | 26.23K | SH | $2.60M 0.92% | 0.00 | 0.00 | 26.23K |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 56.52K | SH | $2.36M 0.84% | 0.00 | 0.00 | 56.52K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 61.33K | SH | $2.22M 0.79% | 0.00 | 0.00 | 61.33K |
PROCTER & GAMBLE COSOLE | COM | 15.13K | SH | $2.20M 0.78% | 0.00 | 0.00 | 15.13K |
ISHARES TRSOLE | CONV BD ETF | 17.72K | SH | $2.00M 0.71% | 0.00 | 0.00 | 17.72K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 37.11K | SH | $1.95M 0.69% | 0.00 | 0.00 | 37.11K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 25.42K | SH | $1.94M 0.69% | 0.00 | 0.00 | 25.42K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 37.39K | SH | $1.94M 0.69% | 0.00 | 0.00 | 37.39K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 24.92K | SH | $1.82M 0.64% | 0.00 | 0.00 | 24.92K |