OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
17.0%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 8.67M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.67M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 291.95K | SH | $28.98M 7.01% | 0.00 | 0.00 | 291.95K |
FRANKLIN TEMPLETON ETF TRSOLE | US EQUITY INDEX | 373.85K | SH | $21.26M 5.14% | 0.00 | 0.00 | 373.85K |
FRANKLIN TEMPLETON ETF TRSOLE | US CORE BOND ETF | 935.27K | SH | $20.10M 4.86% | 0.00 | 0.00 | 935.27K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 454.61K | SH | $16.94M 4.10% | 0.00 | 0.00 | 454.61K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST NAS | 485.64K | SH | $15.28M 3.69% | 0.00 | 0.00 | 485.64K |
FRANKLIN TEMPLETON ETF TRSOLE | US LRG CP MLTFCT | 205.42K | SH | $13.89M 3.36% | 0.00 | 0.00 | 205.42K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 75K | SH | $9.97M 2.41% | 0.00 | 0.00 | 75K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 226.72K | SH | $8.76M 2.12% | 0.00 | 0.00 | 226.72K |
SPDR GOLD TRSOLE | GOLD SHS | 19.06K | SH | $8.20M 1.98% | 0.00 | 0.00 | 19.06K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST NASD 100 | 350.51K | SH | $7.71M 1.86% | 0.00 | 0.00 | 350.51K |
LEGG MASON ETF INVTSOLE | FRANKLIN US LOW | 170.03K | SH | $7.24M 1.75% | 0.00 | 0.00 | 170.03K |
FRANKLIN TEMPLETON ETF TRSOLE | US TREASURY BOND | 321.89K | SH | $6.58M 1.59% | 0.00 | 0.00 | 321.89K |
ISHARES INCSOLE | CORE MSCI EMKT | 88.55K | SH | $6.18M 1.49% | 0.00 | 0.00 | 88.55K |
ISHARES TRSOLE | CORE MSCI EAFE | 66.34K | SH | $6.01M 1.45% | 0.00 | 0.00 | 66.34K |
AMAZON COM INCSOLE | COM | 26.12K | SH | $5.44M 1.32% | 0.00 | 0.00 | 26.12K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 126.36K | SH | $5.09M 1.23% | 0.00 | 0.00 | 126.36K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 116.97K | SH | $5.08M 1.23% | 0.00 | 0.00 | 116.97K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 119.80K | SH | $4.77M 1.15% | 0.00 | 0.00 | 119.80K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST NAS | 140.69K | SH | $4.73M 1.14% | 0.00 | 0.00 | 140.69K |
ALPHABET INCSOLE | CAP STK CL A | 16.43K | SH | $4.73M 1.14% | 0.00 | 0.00 | 16.43K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH OPPORT FXD | 103.95K | SH | $4.53M 1.10% | 0.00 | 0.00 | 103.95K |
NVIDIA CORPORATIONSOLE | COM | 24.81K | SH | $4.33M 1.05% | 0.00 | 0.00 | 24.81K |
PUTNAM ETF TRUSTSOLE | FOCSD LARCP GWT | 101.54K | SH | $4.09M 0.99% | 0.00 | 0.00 | 101.54K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.07K | SH | $3.87M 0.94% | 0.00 | 0.00 | 12.07K |
ISHARES TRSOLE | TIPS BD ETF | 34.01K | SH | $3.75M 0.91% | 0.00 | 0.00 | 34.01K |