MYRTLE BEACH, SC
Allocation by class
Portfolio Concentration
Top 3 weight
19.8%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 1.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 75.01K | SH | $19.04M 10.91% | 0.00 | 0.00 | 24.01K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.53K | SH | $8.19M 4.69% | 0.00 | 0.00 | 12.53K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 84.11K | SH | $7.39M 4.23% | 0.00 | 0.00 | 84.11K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.93K | SH | $5.15M 2.95% | 0.00 | 0.00 | 8.93K |
ALPS ETF TRSOLE | SMITH CORE PLUS | 194.18K | SH | $5.00M 2.86% | 0.00 | 0.00 | 194.18K |
NVIDIA CORPORATIONSOLE | COM | 26.52K | SH | $4.63M 2.65% | 0.00 | 0.00 | 24.02K |
ISHARES TRSOLE | CORE DIV GRWTH | 53.52K | SH | $3.76M 2.15% | 0.00 | 0.00 | 53.52K |
MICROSOFT CORPSOLE | COM | 9.77K | SH | $3.62M 2.07% | 0.00 | 0.00 | 9.77K |
BROADCOM INCSOLE | COM | 10.26K | SH | $3.17M 1.82% | 0.00 | 0.00 | 10.26K |
ALPHABET INCSOLE | CAP STK CL A | 10.70K | SH | $3.08M 1.76% | 0.00 | 0.00 | 10.70K |
AMAZON COM INCSOLE | COM | 14.43K | SH | $3.01M 1.72% | 0.00 | 0.00 | 14.43K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 19.35K | SH | $2.87M 1.64% | 0.00 | 0.00 | 19.35K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 49.23K | SH | $2.79M 1.60% | 0.00 | 0.00 | 49.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.57K | SH | $2.67M 1.53% | 0.00 | 0.00 | 5.57K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 13.44K | SH | $2.58M 1.48% | 0.00 | 0.00 | 13.44K |
ISHARES TRSOLE | CORE S&P TTL STK | 16.35K | SH | $2.33M 1.33% | 0.00 | 0.00 | 16.35K |
MERCK & CO INCSOLE | COM | 18.68K | SH | $2.25M 1.29% | 0.00 | 0.00 | 18.68K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 84.43K | SH | $2.21M 1.27% | 0.00 | 0.00 | 84.43K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 25.86K | SH | $2.14M 1.23% | 0.00 | 0.00 | 25.86K |
JPMORGAN CHASE & COSOLE | COM | 7.23K | SH | $2.13M 1.22% | 0.00 | 0.00 | 7.23K |
ELI LILLY & COSOLE | COM | 2.26K | SH | $2.08M 1.19% | 0.00 | 0.00 | 1.86K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 44.50K | SH | $2.03M 1.16% | 0.00 | 0.00 | 44.50K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 36.04K | SH | $1.98M 1.13% | 0.00 | 0.00 | 36.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 47.52K | SH | $1.85M 1.06% | 0.00 | 0.00 | 47.52K |
WALMART INCSOLE | COM | 13.73K | SH | $1.71M 0.98% | 0.00 | 0.00 | 13.73K |