MOOREFIELD, WV
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
27.6%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Full voting authority
3.08M
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 |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 27.95K | SH | $11.76M 4.18% | 27.95K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.09K | SH | $11.03M 3.92% | 21.09K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 50.25K | SH | $8.51M 3.03% | 50.25K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 10.53K | SH | $8.20M 2.91% | 10.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 65.08K | SH | $7.19M 2.56% | 65.08K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 42.59K | SH | $6.91M 2.46% | 42.59K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 79.87K | SH | $6.38M 2.27% | 79.87K | 0.00 | 0.00 |
SUMMIT FINL GROUP INCSOLE | COM | 219.39K | SH | $5.96M 2.12% | 219.39K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 60.72K | SH | $5.95M 2.11% | 60.72K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 36.63K | SH | $5.80M 2.06% | 36.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 92.74K | SH | $5.63M 2.00% | 92.74K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 48.16K | SH | $5.60M 1.99% | 48.16K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 41.10K | SH | $5.06M 1.80% | 41.10K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 10.63K | SH | $4.72M 1.68% | 10.63K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 127.02K | SH | $4.71M 1.67% | 127.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 24.98K | SH | $4.28M 1.52% | 24.98K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 20.20K | SH | $4.25M 1.51% | 20.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.79K | SH | $4.09M 1.46% | 7.79K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 42.79K | SH | $3.60M 1.28% | 42.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 32.45K | SH | $3.58M 1.27% | 32.45K | 0.00 | 0.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 104.76K | SH | $3.38M 1.20% | 104.76K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.31K | SH | $3.19M 1.13% | 8.31K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 51.21K | SH | $3.13M 1.11% | 51.21K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 14.61K | SH | $3.11M 1.11% | 14.61K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 68.93K | SH | $2.83M 1.01% | 68.93K | 0.00 | 0.00 |