CLAYTON, MO
Allocation by class
Portfolio Concentration
Top 3 weight
12.9%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 19.74M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.74M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | ETF | 112.29K | SH | $84.09M 5.46% | 0.00 | 0.00 | 112.29K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 189.88K | SH | $70.26M 4.56% | 0.00 | 0.00 | 189.88K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 197.70K | SH | $44.89M 2.91% | 0.00 | 0.00 | 197.70K |
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFSOLE | ETF | 906.47K | SH | $44.75M 2.91% | 0.00 | 0.00 | 906.47K |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 60.83K | SH | $42.78M 2.78% | 0.00 | 0.00 | 60.83K |
APPLE INC COMSOLE | Stock | 140.23K | SH | $40.58M 2.63% | 0.00 | 0.00 | 140.23K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 284.92K | SH | $35.38M 2.30% | 0.00 | 0.00 | 284.92K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 46.82K | SH | $34.96M 2.27% | 0.00 | 0.00 | 46.82K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 215.83K | SH | $32.01M 2.08% | 0.00 | 0.00 | 215.83K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 30.99K | SH | $22.82M 1.48% | 0.00 | 0.00 | 30.99K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 459.88K | SH | $22.66M 1.47% | 0.00 | 0.00 | 459.88K |
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFSOLE | ETF | 816.10K | SH | $22.57M 1.46% | 0.00 | 0.00 | 816.10K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 86.92K | SH | $20.57M 1.34% | 0.00 | 0.00 | 86.92K |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 258.65K | SH | $19.94M 1.29% | 0.00 | 0.00 | 258.65K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 277.05K | SH | $19.74M 1.28% | 0.00 | 0.00 | 277.05K |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 64.99K | SH | $19.52M 1.27% | 0.00 | 0.00 | 64.99K |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 308.63K | SH | $17.33M 1.13% | 0.00 | 0.00 | 308.63K |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 210.24K | SH | $17.04M 1.11% | 0.00 | 0.00 | 210.24K |
NVIDIA CORPORATION COMSOLE | Stock | 78.31K | SH | $15.67M 1.02% | 0.00 | 0.00 | 78.31K |
CAPITAL GROUP GROWTH ETFSOLE | ETF | 330.25K | SH | $15.59M 1.01% | 0.00 | 0.00 | 330.25K |
JPMORGAN INCOME ETFSOLE | ETF | 321.60K | SH | $14.81M 0.96% | 0.00 | 0.00 | 321.60K |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 67.05K | SH | $14.27M 0.93% | 0.00 | 0.00 | 67.05K |
CAPITAL GROUP CORE BALANCED ETFSOLE | ETF | 326.85K | SH | $12.41M 0.81% | 0.00 | 0.00 | 326.85K |
JANUS HENDERSON AAA CLO ETFSOLE | ETF | 236.75K | SH | $11.95M 0.78% | 0.00 | 0.00 | 236.75K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 186.91K | SH | $11.16M 0.72% | 0.00 | 0.00 | 186.91K |