JACKSON, TN
Allocation by class
Portfolio Concentration
Top 3 weight
7.0%
Top 10 weight
18.4%
Voting Authority Distribution
Total shares with voting rights: 24.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
24.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREAT UNIT | 990.87K | SH | $44.07M 2.68% | 0.00 | 0.00 | 990.87K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 386.72K | SH | $36.32M 2.21% | 0.00 | 0.00 | 386.72K |
VICTORY PORTFOLIOS IISOLE | VCSHS US EQ INCM | 460.36K | SH | $34.24M 2.08% | 0.00 | 0.00 | 460.36K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 689.33K | SH | $33.97M 2.06% | 0.00 | 0.00 | 689.33K |
APPLE INCSOLE | COM | 113.96K | SH | $32.98M 2.00% | 0.00 | 0.00 | 113.96K |
NVIDIA CORPORATIONSOLE | COM | 136.93K | SH | $27.40M 1.66% | 0.00 | 0.00 | 136.93K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.74K | SH | $25.58M 1.55% | 0.00 | 0.00 | 34.74K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 296.61K | SH | $24.04M 1.46% | 0.00 | 0.00 | 296.61K |
VICTORY PORTFOLIOS IISOLE | VCSHS US 500 ENH | 295.63K | SH | $23.67M 1.44% | 0.00 | 0.00 | 295.63K |
CATERPILLAR INCSOLE | COM | 20.18K | SH | $21.49M 1.30% | 0.00 | 0.00 | 20.18K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 417.08K | SH | $21.25M 1.29% | 0.00 | 0.00 | 417.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 57.13K | SH | $21.14M 1.28% | 0.00 | 0.00 | 57.13K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 409.82K | SH | $18.64M 1.13% | 0.00 | 0.00 | 409.82K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 64.69K | SH | $18.51M 1.12% | 0.00 | 0.00 | 64.69K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 131.87K | SH | $18.44M 1.12% | 0.00 | 0.00 | 131.87K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 348.55K | SH | $17.53M 1.06% | 0.00 | 0.00 | 348.55K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 346.32K | SH | $17.49M 1.06% | 0.00 | 0.00 | 346.32K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.47K | SH | $16.04M 0.97% | 0.00 | 0.00 | 21.47K |
AMAZON COM INCSOLE | COM | 64.98K | SH | $15.49M 0.94% | 0.00 | 0.00 | 64.98K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 127.42K | SH | $15.16M 0.92% | 0.00 | 0.00 | 127.42K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 514.30K | SH | $15.12M 0.92% | 0.00 | 0.00 | 514.30K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 116.73K | SH | $14.56M 0.88% | 0.00 | 0.00 | 116.73K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 338.68K | SH | $14.34M 0.87% | 0.00 | 0.00 | 338.68K |
ETF SER SOLUTIONSSOLE | APTUS COLLRD INV | 306.81K | SH | $14.16M 0.86% | 0.00 | 0.00 | 306.81K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 191.61K | SH | $14.07M 0.85% | 0.00 | 0.00 | 191.61K |