APPLETON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
26.7%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS I | 151.54K | SH | $11.08M 9.80% | 0.00 | 0.00 | 151.54K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 137.75K | SH | $10.54M 9.33% | 0.00 | 0.00 | 137.75K |
ISHARES TRSOLE | CORE US AGGBD ET | 86.71K | SH | $8.61M 7.61% | 0.00 | 0.00 | 86.71K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 173.09K | SH | $6.83M 6.04% | 0.00 | 0.00 | 173.09K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 241.29K | SH | $5.98M 5.29% | 0.00 | 0.00 | 241.29K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 103.75K | SH | $4.88M 4.32% | 0.00 | 0.00 | 103.75K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 52.15K | SH | $4.84M 4.28% | 0.00 | 0.00 | 52.15K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 86.27K | SH | $4.05M 3.58% | 0.00 | 0.00 | 86.27K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 68.26K | SH | $3.40M 3.01% | 0.00 | 0.00 | 68.26K |
ISHARES TRSOLE | 20 YR TR BD ETF | 33.20K | SH | $2.88M 2.55% | 0.00 | 0.00 | 33.20K |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFED RTRN | 22.89K | SH | $2.62M 2.32% | 0.00 | 0.00 | 22.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.95K | SH | $2.55M 2.26% | 0.00 | 0.00 | 7.95K |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFD EQT ETF | 41.03K | SH | $2.15M 1.90% | 0.00 | 0.00 | 41.03K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 42.33K | SH | $2.03M 1.80% | 0.00 | 0.00 | 42.33K |
GLOBAL X FDSSOLE | S&P 500 CATHOLIC | 25.09K | SH | $1.96M 1.73% | 0.00 | 0.00 | 25.09K |
ISHARES TRSOLE | MSCI ACWI ETF | 13.80K | SH | $1.91M 1.69% | 0.00 | 0.00 | 13.80K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 100 ETF | 39.60K | SH | $1.87M 1.65% | 0.00 | 0.00 | 39.60K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 40K | SH | $1.69M 1.49% | 0.00 | 0.00 | 40K |
SPDR GOLD TRSOLE | GOLD SHS | 3.62K | SH | $1.56M 1.38% | 0.00 | 0.00 | 3.62K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.36K | SH | $1.54M 1.36% | 0.00 | 0.00 | 2.36K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 27.82K | SH | $1.41M 1.25% | 0.00 | 0.00 | 27.82K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 26.85K | SH | $1.31M 1.16% | 0.00 | 0.00 | 26.85K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 21.02K | SH | $1.29M 1.14% | 0.00 | 0.00 | 21.02K |
ISHARES TRSOLE | US TREAS BD ETF | 53.97K | SH | $1.24M 1.09% | 0.00 | 0.00 | 53.97K |
APPLE INCSOLE | COM | 4.70K | SH | $1.19M 1.05% | 0.00 | 0.00 | 4.70K |