ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS TP200 GR ETF | 59.90K | SH | $14.90M 5.47% | 0.00 | 0.00 | 59.90K |
ISHARES TRSOLE | U.S. TECH ETF | 54.91K | SH | $9.96M 3.66% | 0.00 | 0.00 | 54.91K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 122.06K | SH | $9.18M 3.37% | 0.00 | 0.00 | 122.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 124.49K | SH | $8.74M 3.21% | 0.00 | 0.00 | 124.49K |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ GLBL DIVID | 221.06K | SH | $7.06M 2.59% | 0.00 | 0.00 | 221.06K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 250.19K | SH | $5.83M 2.14% | 0.00 | 0.00 | 250.19K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 88.61K | SH | $5.68M 2.09% | 0.00 | 0.00 | 88.61K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.47K | SH | $5.53M 2.03% | 0.00 | 0.00 | 8.47K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 63.43K | SH | $5.25M 1.93% | 0.00 | 0.00 | 63.43K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 146.16K | SH | $4.94M 1.81% | 0.00 | 0.00 | 146.16K |
NVIDIA CORPORATIONSOLE | COM | 28.07K | SH | $4.90M 1.80% | 0.00 | 0.00 | 28.07K |
AMAZON COM INCSOLE | COM | 23.33K | SH | $4.86M 1.78% | 0.00 | 0.00 | 23.33K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 69.98K | SH | $4.78M 1.75% | 0.00 | 0.00 | 69.98K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 182.73K | SH | $4.67M 1.71% | 0.00 | 0.00 | 182.73K |
ISHARES TRSOLE | CORE S&P US GWT | 28.46K | SH | $4.41M 1.62% | 0.00 | 0.00 | 28.46K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 39.98K | SH | $3.87M 1.42% | 0.00 | 0.00 | 39.98K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 8.88K | SH | $3.79M 1.39% | 0.00 | 0.00 | 8.88K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 65.12K | SH | $3.77M 1.38% | 0.00 | 0.00 | 65.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.32K | SH | $3.64M 1.34% | 0.00 | 0.00 | 8.32K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 33.34K | SH | $3.35M 1.23% | 0.00 | 0.00 | 33.34K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 40.13K | SH | $3.10M 1.14% | 0.00 | 0.00 | 40.13K |
APPLE INCSOLE | COM | 11.25K | SH | $2.86M 1.05% | 0.00 | 0.00 | 11.25K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 113.93K | SH | $2.82M 1.04% | 0.00 | 0.00 | 113.93K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 12.22K | SH | $2.74M 1.01% | 0.00 | 0.00 | 12.22K |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 58.77K | SH | $2.74M 1.01% | 0.00 | 0.00 | 58.77K |