ANCHORAGE, AK
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 5.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 67.80K | SH | $45.17M 12.00% | 0.00 | 0.00 | 67.80K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.23M | SH | $31.62M 8.40% | 0.00 | 0.00 | 1.23M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 336.87K | SH | $14.47M 3.85% | 0.00 | 0.00 | 336.87K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 111.32K | SH | $11.63M 3.09% | 0.00 | 0.00 | 111.32K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 HDL VOL | 230.56K | SH | $11.40M 3.03% | 0.00 | 0.00 | 230.56K |
ISHARES TRSOLE | TIPS BD ETF | 94.21K | SH | $10.48M 2.78% | 0.00 | 0.00 | 94.21K |
SPDR SERIES TRUSTSOLE | BLOOMBERG HIGH Y | 106.92K | SH | $10.48M 2.78% | 0.00 | 0.00 | 106.92K |
SPDR SERIES TRUSTSOLE | PORTFOLIO INTRMD | 306.81K | SH | $10.40M 2.76% | 0.00 | 0.00 | 306.81K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 36.29K | SH | $10.24M 2.72% | 0.00 | 0.00 | 36.29K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 223.98K | SH | $9.31M 2.48% | 0.00 | 0.00 | 223.98K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 196.31K | SH | $8.74M 2.32% | 0.00 | 0.00 | 196.31K |
MICROSOFT CORPSOLE | COM | 16.46K | SH | $8.53M 2.27% | 0.00 | 0.00 | 16.46K |
NVIDIA CORPORATIONSOLE | COM | 40.81K | SH | $7.61M 2.02% | 0.00 | 0.00 | 40.81K |
ALTRIA GROUP INCSOLE | COM | 111.77K | SH | $7.38M 1.96% | 0.00 | 0.00 | 111.77K |
EXXON MOBIL CORPSOLE | COM | 61.76K | SH | $6.96M 1.85% | 0.00 | 0.00 | 61.76K |
BANK AMERICA CORPSOLE | COM | 128.23K | SH | $6.62M 1.76% | 0.00 | 0.00 | 128.23K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 109.13K | SH | $6.56M 1.74% | 0.00 | 0.00 | 109.13K |
CISCO SYS INCSOLE | COM | 93.63K | SH | $6.41M 1.70% | 0.00 | 0.00 | 93.63K |
3M COSOLE | COM | 38.33K | SH | $5.95M 1.58% | 0.00 | 0.00 | 38.33K |
SOUTHERN COSOLE | COM | 61.84K | SH | $5.86M 1.56% | 0.00 | 0.00 | 61.84K |
PHILIP MORRIS INTL INCSOLE | COM | 36.05K | SH | $5.85M 1.55% | 0.00 | 0.00 | 36.05K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 43.02K | SH | $5.41M 1.44% | 0.00 | 0.00 | 43.02K |
ROYAL BK CDASOLE | COM | 35.37K | SH | $5.21M 1.38% | 0.00 | 0.00 | 35.37K |
HSBC HLDGS PLCSOLE | SPON ADR NEW | 72.43K | SH | $5.14M 1.37% | 0.00 | 0.00 | 72.43K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 48.46K | SH | $4.99M 1.33% | 0.00 | 0.00 | 48.46K |