AMERICAN FORK, UT
Allocation by class
Portfolio Concentration
Top 3 weight
14.8%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 108.50K | SH | $6.21M 6.10% | 0.00 | 0.00 | 108.50K |
ISHARES TRSOLE | CORE S&P TTL STK | 34.59K | SH | $4.45M 4.36% | 0.00 | 0.00 | 34.59K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 53.34K | SH | $4.37M 4.29% | 0.00 | 0.00 | 53.34K |
ISHARES TRSOLE | CORE HIGH DV ETF | 37.97K | SH | $4.26M 4.18% | 0.00 | 0.00 | 37.97K |
ISHARES GOLD TRSOLE | ISHARES NEW | 84.88K | SH | $4.20M 4.12% | 0.00 | 0.00 | 84.88K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 70.44K | SH | $3.87M 3.80% | 0.00 | 0.00 | 70.44K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 68.91K | SH | $3.47M 3.41% | 0.00 | 0.00 | 68.91K |
T ROWE PRICE ETF INCSOLE | PRICE EQT INCOME | 81.51K | SH | $3.31M 3.24% | 0.00 | 0.00 | 81.51K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.80K | SH | $2.97M 2.91% | 0.00 | 0.00 | 5.80K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 45.32K | SH | $2.46M 2.42% | 0.00 | 0.00 | 45.32K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 33.91K | SH | $2.21M 2.17% | 0.00 | 0.00 | 33.91K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 79.08K | SH | $2.16M 2.12% | 0.00 | 0.00 | 79.08K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 54.22K | SH | $2.05M 2.02% | 0.00 | 0.00 | 54.22K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 41.50K | SH | $1.94M 1.90% | 0.00 | 0.00 | 41.50K |
APPLE INCSOLE | COM | 7.11K | SH | $1.78M 1.75% | 0.00 | 0.00 | 7.11K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 22.37K | SH | $1.73M 1.70% | 0.00 | 0.00 | 22.37K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 34.14K | SH | $1.71M 1.68% | 0.00 | 0.00 | 34.14K |
PIMCO EQUITY SERSOLE | RAFI DYN MULTI | 52.19K | SH | $1.54M 1.51% | 0.00 | 0.00 | 52.19K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 11.48K | SH | $1.46M 1.44% | 0.00 | 0.00 | 11.48K |
J P MORGAN EXCHANGE TRADED FSOLE | DIV RTN EM EQT | 27.11K | SH | $1.41M 1.38% | 0.00 | 0.00 | 27.11K |
NVIDIA CORPORATIONSOLE | COM | 9.82K | SH | $1.32M 1.29% | 0.00 | 0.00 | 9.82K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.11K | SH | $1.31M 1.28% | 0.00 | 0.00 | 2.11K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 12.60K | SH | $1.26M 1.24% | 0.00 | 0.00 | 12.60K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 33.75K | SH | $1.25M 1.23% | 0.00 | 0.00 | 33.75K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 11.71K | SH | $1.19M 1.17% | 0.00 | 0.00 | 11.71K |