WILDWOOD, MO
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 8.84M
Full voting authority
8.84M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 120.82K | SH | $34.96M 6.12% | 120.82K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 673.84K | SH | $32.19M 5.64% | 673.84K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 561.02K | SH | $27.30M 4.78% | 561.02K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 270.27K | SH | $24.92M 4.36% | 270.27K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 706.18K | SH | $22.39M 3.92% | 706.18K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 60.56K | SH | $20.27M 3.55% | 60.56K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 373.07K | SH | $18.46M 3.23% | 373.07K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 304.47K | SH | $11.75M 2.06% | 304.47K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 228.43K | SH | $9.43M 1.65% | 228.43K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.60K | SH | $9.28M 1.63% | 12.60K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQT PWR BUF | 211.37K | SH | $8.92M 1.56% | 211.37K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 205.51K | SH | $8.87M 1.55% | 205.51K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 31.42K | SH | $8.32M 1.46% | 31.42K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 82.31K | SH | $7.73M 1.35% | 82.31K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 147.61K | SH | $7.20M 1.26% | 147.61K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 28.24K | SH | $7.11M 1.24% | 28.24K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 158.52K | SH | $6.83M 1.20% | 158.52K | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APPRECIATION | 162.96K | SH | $6.70M 1.17% | 162.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.11K | SH | $6.56M 1.15% | 13.11K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 41.35K | SH | $6.06M 1.06% | 41.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.67K | SH | $5.95M 1.04% | 8.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 24.06K | SH | $5.74M 1.00% | 24.06K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 20.03K | SH | $5.41M 0.95% | 20.03K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 20.55K | SH | $5.22M 0.91% | 20.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.01K | SH | $4.80M 0.84% | 24.01K | 0.00 | 0.00 |