LAFAYETTE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
24.8%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 905.88K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
905.88K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 133.75K | SH | $15.91M 11.64% | 0.00 | 0.00 | 133.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.44K | SH | $10.62M 7.76% | 0.00 | 0.00 | 15.44K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.79K | SH | $7.33M 5.36% | 0.00 | 0.00 | 9.79K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.70K | SH | $5.82M 4.25% | 0.00 | 0.00 | 26.70K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 55.78K | SH | $5.62M 4.11% | 0.00 | 0.00 | 55.78K |
ISHARES TRSOLE | CORE US AGGBD ET | 54.79K | SH | $5.42M 3.97% | 0.00 | 0.00 | 54.79K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 61.22K | SH | $5.38M 3.94% | 0.00 | 0.00 | 61.22K |
ISHARES TRSOLE | S&P SML 600 GWT | 26.92K | SH | $4.81M 3.52% | 0.00 | 0.00 | 26.92K |
ISHARES TRSOLE | RUS MD CP GR ETF | 27.38K | SH | $4.01M 2.93% | 0.00 | 0.00 | 27.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 54.88K | SH | $3.91M 2.86% | 0.00 | 0.00 | 54.88K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 57.85K | SH | $3.46M 2.53% | 0.00 | 0.00 | 57.85K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 20.21K | SH | $3.26M 2.39% | 0.00 | 0.00 | 20.21K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 72.51K | SH | $3.13M 2.29% | 0.00 | 0.00 | 72.51K |
MICRON TECHNOLOGY INCSOLE | COM | 2.60K | SH | $3.00M 2.19% | 0.00 | 0.00 | 2.60K |
ALPHABET INCSOLE | CAP STK CL C | 7.97K | SH | $2.82M 2.06% | 0.00 | 0.00 | 7.97K |
APPLE INCSOLE | COM | 9.56K | SH | $2.77M 2.02% | 0.00 | 0.00 | 9.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.12K | SH | $2.64M 1.93% | 0.00 | 0.00 | 7.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.04K | SH | $2.52M 1.84% | 0.00 | 0.00 | 5.04K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 26K | SH | $2.38M 1.74% | 0.00 | 0.00 | 26K |
WESTERN DIGITAL CORPSOLE | COM | 3.55K | SH | $2.27M 1.66% | 0.00 | 0.00 | 3.55K |
ADVISORSHARES TRSOLE | ADVISORSHS ETF | 32.65K | SH | $2.23M 1.63% | 0.00 | 0.00 | 32.65K |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 2.30K | SH | $2.22M 1.62% | 0.00 | 0.00 | 2.30K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.87K | SH | $2.12M 1.55% | 0.00 | 0.00 | 2.87K |
AMAZON COM INCSOLE | COM | 8.40K | SH | $2.00M 1.46% | 0.00 | 0.00 | 8.40K |
META PLATFORMS INCSOLE | CL A | 3.32K | SH | $1.87M 1.37% | 0.00 | 0.00 | 3.32K |