AKRON, IA
Allocation by class
Portfolio Concentration
Top 3 weight
11.0%
Top 10 weight
29.1%
Voting Authority Distribution
Total shares with voting rights: 5.14M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 98.61K | SH | $19.73M 4.30% | 0.00 | 0.00 | 98.61K |
ALPHABET INCSOLE | CAP STK CL A | 44.28K | SH | $15.82M 3.45% | 0.00 | 0.00 | 44.28K |
BROADCOM INCSOLE | COM | 40.02K | SH | $15.12M 3.30% | 0.00 | 0.00 | 40.02K |
MICROSOFT CORPSOLE | COM | 36.15K | SH | $13.48M 2.94% | 0.00 | 0.00 | 36.15K |
AMAZON COM INCSOLE | COM | 55.67K | SH | $13.27M 2.89% | 0.00 | 0.00 | 55.67K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.80K | SH | $13.10M 2.86% | 0.00 | 0.00 | 17.80K |
APPLE INCSOLE | COM | 44.37K | SH | $12.84M 2.80% | 0.00 | 0.00 | 44.37K |
META PLATFORMS INCSOLE | CL A | 18.88K | SH | $10.63M 2.32% | 0.00 | 0.00 | 18.88K |
JPMORGAN CHASE & COSOLE | COM | 30K | SH | $9.82M 2.14% | 0.00 | 0.00 | 30K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 61.57K | SH | $9.73M 2.12% | 0.00 | 0.00 | 61.57K |
VISA INCSOLE | COM CL A | 27.61K | SH | $9.47M 2.06% | 0.00 | 0.00 | 27.61K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 3.83K | SH | $7.62M 1.66% | 0.00 | 0.00 | 3.83K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 13.87K | SH | $6.62M 1.44% | 0.00 | 0.00 | 13.87K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 128.79K | SH | $5.86M 1.28% | 0.00 | 0.00 | 128.79K |
MICRON TECHNOLOGY INCSOLE | COM | 4.80K | SH | $5.54M 1.21% | 0.00 | 0.00 | 4.80K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 107.85K | SH | $5.50M 1.20% | 0.00 | 0.00 | 107.85K |
ELI LILLY & COSOLE | COM | 4.52K | SH | $5.42M 1.18% | 0.00 | 0.00 | 4.52K |
ISHARES TRSOLE | CORE S&P MCP ETF | 68.38K | SH | $5.27M 1.15% | 0.00 | 0.00 | 68.38K |
ARISTA NETWORKS INCSOLE | COM SHS | 31.03K | SH | $5.27M 1.15% | 0.00 | 0.00 | 31.03K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 44.23K | SH | $5.26M 1.15% | 0.00 | 0.00 | 44.23K |
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 108.52K | SH | $4.70M 1.02% | 0.00 | 0.00 | 108.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.29K | SH | $4.65M 1.01% | 0.00 | 0.00 | 9.29K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 78.82K | SH | $4.45M 0.97% | 0.00 | 0.00 | 78.82K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 50.56K | SH | $4.44M 0.97% | 0.00 | 0.00 | 50.56K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 86.64K | SH | $4.37M 0.95% | 0.00 | 0.00 | 86.64K |