MECHANICSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
51.1%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 1.47M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
S&P 500 SpidersSOLE | ETF | 168.27K | SH | $109.4K 34.18% | 0.00 | 0.00 | 168.27K |
Dow Diamonds - SPDR Dow JonesSOLE | ETF | 59.49K | SH | $27.6K 8.61% | 0.00 | 0.00 | 59.49K |
Vanguard Dividend AppreciationSOLE | ETF | 124.60K | SH | $26.8K 8.37% | 0.00 | 0.00 | 124.60K |
Vanguard Mega Cap ValueSOLE | ETF | 139.35K | SH | $20.2K 6.31% | 0.00 | 0.00 | 139.35K |
Emcor Group IncOTR | COM | 22.77K | SH | $16.8K 5.25% | 0.00 | 0.00 | 22.77K |
Rydex S&P Equal WeightSOLE | ETF | 82.05K | SH | $15.7K 4.92% | 0.00 | 0.00 | 82.05K |
ISHARES MSCI EAFE VALUE ETFSOLE | ETF | 133.58K | SH | $9.9K 3.10% | 0.00 | 0.00 | 133.58K |
iShares S&P 100 IndexSOLE | ETF | 28.40K | SH | $9.0K 2.82% | 0.00 | 0.00 | 28.40K |
Apple Computer, Inc.SOLE | COM | 32.41K | SH | $8.2K 2.57% | 0.00 | 0.00 | 32.41K |
Vanguard S&P 500 ETFSOLE | ETF | 13.10K | SH | $7.8K 2.44% | 0.00 | 0.00 | 13.10K |
Exxon Mobil Corp.SOLE | COM | 41.14K | SH | $7.0K 2.18% | 0.00 | 0.00 | 41.14K |
Microsoft CorpSOLE | COM | 15.57K | SH | $5.8K 1.80% | 0.00 | 0.00 | 15.57K |
MSCI EAFE IndexSOLE | ETF | 49.17K | SH | $4.8K 1.49% | 0.00 | 0.00 | 49.17K |
J.P. Morgan ChaseSOLE | COM | 14.19K | SH | $4.2K 1.30% | 0.00 | 0.00 | 14.19K |
Carlisle Companies IncOTR | COM | 10.51K | SH | $3.5K 1.09% | 0.00 | 0.00 | 10.51K |
Amazon.com IncSOLE | COM | 15.47K | SH | $3.2K 1.01% | 0.00 | 0.00 | 15.47K |
McDonald's CorpOTR | COM | 10K | SH | $3.1K 0.97% | 0.00 | 0.00 | 10K |
Berkshire Hathaway Inc. Cl BSOLE | COM | 6.47K | SH | $3.1K 0.97% | 0.00 | 0.00 | 6.47K |
Market Vectors Gold MinersSOLE | ETF | 20K | SH | $1.8K 0.57% | 0.00 | 0.00 | 20K |
Clearwater Analytics Holdings - Class AOTR | COM | 73.93K | SH | $1.7K 0.55% | 0.00 | 0.00 | 73.93K |
Alphabet Inc - C SharesSOLE | COM | 5.84K | SH | $1.7K 0.52% | 0.00 | 0.00 | 5.84K |
NVIDIA CorpSOLE | COM | 8.70K | SH | $1.5K 0.47% | 0.00 | 0.00 | 8.70K |
ABBVIE INCOTR | COM | 6.50K | SH | $1.4K 0.44% | 0.00 | 0.00 | 6.50K |
iShares Bitcoin Trust ETFSOLE | ETF | 35.23K | SH | $1.4K 0.42% | 0.00 | 0.00 | 35.23K |
iShares MSCI USA Minimum VolSOLE | ETF | 13.83K | SH | $1.3K 0.40% | 0.00 | 0.00 | 13.83K |