COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
10.2%
Top 10 weight
24.2%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 34K | SH | $9.84M 4.52% | 0.00 | 0.00 | 34K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.56K | SH | $6.30M 2.89% | 0.00 | 0.00 | 8.56K |
NVIDIA CORPORATIONSOLE | COM | 30.77K | SH | $6.16M 2.83% | 0.00 | 0.00 | 30.77K |
SPDR GOLD TRSOLE | GOLD SHS | 16.35K | SH | $6.02M 2.76% | 0.00 | 0.00 | 16.35K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.46K | SH | $4.82M 2.21% | 0.00 | 0.00 | 6.46K |
AMAZON COM INCSOLE | COM | 17.48K | SH | $4.17M 1.91% | 0.00 | 0.00 | 17.48K |
FEDERATED HERMES ETF TRUSTSOLE | TOTA RETU BD ETF | 161.26K | SH | $4.05M 1.86% | 0.00 | 0.00 | 161.26K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 13.16K | SH | $3.95M 1.82% | 0.00 | 0.00 | 13.16K |
BOEING COSOLE | COM | 17.46K | SH | $3.78M 1.74% | 0.00 | 0.00 | 17.46K |
MICROSOFT CORPSOLE | COM | 9.56K | SH | $3.57M 1.64% | 0.00 | 0.00 | 9.56K |
AB ACTIVE ETFS INCSOLE | DISRUPTORS ETF | 22.90K | SH | $3.39M 1.56% | 0.00 | 0.00 | 22.90K |
TESLA INCSOLE | COM | 7.98K | SH | $3.36M 1.54% | 0.00 | 0.00 | 7.98K |
UWM HOLDINGS CORPORATIONSOLE | COM CL A | 1.21M | SH | $2.77M 1.27% | 0.00 | 0.00 | 1.21M |
VANGUARD WORLD FDSOLE | INF TECH ETF | 21.60K | SH | $2.58M 1.19% | 0.00 | 0.00 | 21.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.38K | SH | $2.53M 1.16% | 0.00 | 0.00 | 3.38K |
ALPHABET INCSOLE | CAP STK CL A | 6.63K | SH | $2.37M 1.09% | 0.00 | 0.00 | 6.63K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 44.37K | SH | $2.24M 1.03% | 0.00 | 0.00 | 44.37K |
GOLDMAN SACHS ETF TRSOLE | ULTR SHOR BD ETF | 42.55K | SH | $2.15M 0.99% | 0.00 | 0.00 | 42.55K |
ISHARES TRSOLE | ISHARES SEMICDTR | 3.30K | SH | $2.12M 0.97% | 0.00 | 0.00 | 3.30K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 27.86K | SH | $2.09M 0.96% | 0.00 | 0.00 | 27.86K |
ARISTA NETWORKS INCSOLE | COM SHS | 12.20K | SH | $2.07M 0.95% | 0.00 | 0.00 | 12.20K |
ISHARES TRSOLE | EXPANDED TECH | 21.94K | SH | $1.99M 0.91% | 0.00 | 0.00 | 21.94K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.20K | SH | $1.77M 0.81% | 0.00 | 0.00 | 14.20K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 12.17K | SH | $1.62M 0.74% | 0.00 | 0.00 | 12.17K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 2.47K | SH | $1.62M 0.74% | 0.00 | 0.00 | 2.47K |