JACKSON, MI
Allocation by class
Portfolio Concentration
Top 3 weight
22.7%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 38.53K | SH | $28.37M 14.75% | 0.00 | 0.00 | 38.53K |
APPLE INCSOLE | COM | 31.20K | SH | $9.03M 4.69% | 0.00 | 0.00 | 31.20K |
NVIDIA CORPORATIONSOLE | COM | 31.48K | SH | $6.30M 3.27% | 0.00 | 0.00 | 31.48K |
MICROSOFT CORPSOLE | COM | 15.89K | SH | $5.93M 3.08% | 0.00 | 0.00 | 15.89K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 32.34K | SH | $3.87M 2.01% | 0.00 | 0.00 | 32.34K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 9.70K | SH | $3.49M 1.82% | 0.00 | 0.00 | 9.70K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 111.64K | SH | $3.44M 1.79% | 0.00 | 0.00 | 111.64K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.61K | SH | $3.31M 1.72% | 0.00 | 0.00 | 6.61K |
AMAZON COM INCSOLE | COM | 13.82K | SH | $3.29M 1.71% | 0.00 | 0.00 | 13.82K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 21.69K | SH | $3.26M 1.69% | 0.00 | 0.00 | 21.69K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 10.50K | SH | $3.14M 1.63% | 0.00 | 0.00 | 10.50K |
VANGUARD WORLD FDSOLE | MATERIALS ETF | 13.62K | SH | $3.12M 1.62% | 0.00 | 0.00 | 13.62K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 15.75K | SH | $3.08M 1.60% | 0.00 | 0.00 | 15.75K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQT | 79K | SH | $3.08M 1.60% | 0.00 | 0.00 | 79K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 16.32K | SH | $3.00M 1.56% | 0.00 | 0.00 | 16.32K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 12.68K | SH | $2.86M 1.49% | 0.00 | 0.00 | 12.68K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 21.64K | SH | $2.85M 1.48% | 0.00 | 0.00 | 21.64K |
VANGUARD WORLD FDSOLE | CONSUM DIS ETF | 7.09K | SH | $2.81M 1.46% | 0.00 | 0.00 | 7.09K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 28.80K | SH | $2.78M 1.44% | 0.00 | 0.00 | 28.80K |
SPDR SERIES TRUSTSOLE | ST STR SP400GRW | 24.66K | SH | $2.76M 1.44% | 0.00 | 0.00 | 24.66K |
FIDELITY COVINGTON TRUSTSOLE | MSCI CONSM DIS | 26.43K | SH | $2.72M 1.41% | 0.00 | 0.00 | 26.43K |
ELEVATION SERIES TRUSTSOLE | TRUE SE BUFF ETF | 98.06K | SH | $2.71M 1.41% | 0.00 | 0.00 | 98.06K |
GUGGENHEIM STRATEGIC OPPORTUSOLE | COM SBI | 247.15K | SH | $2.70M 1.40% | 0.00 | 0.00 | 247.15K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 34.30K | SH | $2.65M 1.38% | 0.00 | 0.00 | 34.30K |
ALPHABET INCSOLE | CAP STK CL A | 7.34K | SH | $2.62M 1.36% | 0.00 | 0.00 | 7.34K |