RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
25.7%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 1.03M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.23K | SH | $11.49M 15.97% | 0.00 | 0.00 | 19.23K |
ISHARES TRSOLE | CORE US AGGBD ET | 42.24K | SH | $4.19M 5.83% | 0.00 | 0.00 | 42.24K |
ISHARES TRSOLE | CORE MSCI EAFE | 31.21K | SH | $2.83M 3.93% | 0.00 | 0.00 | 31.21K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 21.10K | SH | $2.76M 3.84% | 0.00 | 0.00 | 21.10K |
APPLE INCSOLE | COM | 8.53K | SH | $2.17M 3.01% | 0.00 | 0.00 | 8.53K |
WISDOMTREE TRSOLE | ITL HDG QTLY DIV | 42.07K | SH | $2.03M 2.81% | 0.00 | 0.00 | 42.07K |
ISHARES TRSOLE | CORE S&P MCP ETF | 25.68K | SH | $1.73M 2.41% | 0.00 | 0.00 | 25.68K |
NVIDIA CORPORATIONSOLE | COM | 9.63K | SH | $1.68M 2.33% | 0.00 | 0.00 | 9.63K |
INVESCO EXCH TRADED FD TR IISOLE | PFD ETF | 143.72K | SH | $1.56M 2.17% | 0.00 | 0.00 | 143.72K |
EXXON MOBIL CORPSOLE | COM | 9.19K | SH | $1.56M 2.17% | 0.00 | 0.00 | 9.19K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.14K | SH | $1.48M 2.05% | 0.00 | 0.00 | 5.14K |
MICROSOFT CORPSOLE | COM | 3.91K | SH | $1.45M 2.01% | 0.00 | 0.00 | 3.91K |
BLACKROCK UTILS INFRASTRUCTUSOLE | COM | 52.45K | SH | $1.38M 1.92% | 0.00 | 0.00 | 52.45K |
LEIDOS HOLDINGS INCSOLE | COM | 8.83K | SH | $1.37M 1.91% | 0.00 | 0.00 | 8.83K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 28.95K | SH | $1.33M 1.85% | 0.00 | 0.00 | 28.95K |
ISHARES INCSOLE | CORE MSCI EMKT | 16.99K | SH | $1.18M 1.65% | 0.00 | 0.00 | 16.99K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 8.43K | SH | $1.12M 1.56% | 0.00 | 0.00 | 8.43K |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.94K | SH | $1.11M 1.54% | 0.00 | 0.00 | 8.94K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 24.55K | SH | $1.10M 1.53% | 0.00 | 0.00 | 24.55K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.50K | SH | $1.09M 1.52% | 0.00 | 0.00 | 4.50K |
JOHNSON & JOHNSONSOLE | COM | 4.31K | SH | $1.05M 1.47% | 0.00 | 0.00 | 4.31K |
ORACLE CORPSOLE | COM | 7.15K | SH | $1.05M 1.46% | 0.00 | 0.00 | 7.15K |
AMAZON COM INCSOLE | COM | 4.80K | SH | $1.00M 1.39% | 0.00 | 0.00 | 4.80K |
JPMORGAN CHASE & COSOLE | COM | 3.25K | SH | $956.8K 1.33% | 0.00 | 0.00 | 3.25K |
ISHARES TRSOLE | MSCI USA MMENTM | 3.96K | SH | $949.9K 1.32% | 0.00 | 0.00 | 3.96K |