LAFAYETTE, LA
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 11.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 670.31K | SH | $65.82M 8.42% | 0.00 | 0.00 | 670.31K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.93M | SH | $61.04M 7.81% | 0.00 | 0.00 | 1.93M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 679.49K | SH | $58.53M 7.48% | 0.00 | 0.00 | 679.49K |
SPDR SERIES TRUSTSOLE | ST STR CORPO ETF | 1.19M | SH | $34.53M 4.42% | 0.00 | 0.00 | 1.19M |
PIMCO ETF TRSOLE | ULTR SH GO AC FD | 316.81K | SH | $31.98M 4.09% | 0.00 | 0.00 | 316.81K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 501.35K | SH | $28.16M 3.60% | 0.00 | 0.00 | 501.35K |
FIDELITY COVINGTON TRUSTSOLE | ENH MID COR ETF | 579.24K | SH | $23.51M 3.01% | 0.00 | 0.00 | 579.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 59.05K | SH | $21.85M 2.79% | 0.00 | 0.00 | 59.05K |
ISHARES TRSOLE | CORE S&P SCP ETF | 138.27K | SH | $20.51M 2.62% | 0.00 | 0.00 | 138.27K |
CUMMINS INCSOLE | COM | 25.51K | SH | $18.19M 2.33% | 0.00 | 0.00 | 25.51K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 291.44K | SH | $17.41M 2.23% | 0.00 | 0.00 | 291.44K |
UNITEDHEALTH GROUP INCSOLE | COM | 41.67K | SH | $17.32M 2.21% | 0.00 | 0.00 | 41.67K |
VALERO ENERGY CORPSOLE | COM | 63.70K | SH | $16.59M 2.12% | 0.00 | 0.00 | 63.70K |
CISCO SYS INCSOLE | COM | 135.27K | SH | $15.89M 2.03% | 0.00 | 0.00 | 135.27K |
3M COSOLE | COM | 95.97K | SH | $15.54M 1.99% | 0.00 | 0.00 | 95.97K |
RTX CORPORATIONSOLE | COM | 79.61K | SH | $15.11M 1.93% | 0.00 | 0.00 | 79.61K |
APPLE INCSOLE | COM | 46.28K | SH | $13.39M 1.71% | 0.00 | 0.00 | 46.28K |
ALPS ETF TRSOLE | ALERIAN MLP | 254.10K | SH | $13.17M 1.68% | 0.00 | 0.00 | 254.10K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 263.65K | SH | $12.83M 1.64% | 0.00 | 0.00 | 263.65K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 406.87K | SH | $11.96M 1.53% | 0.00 | 0.00 | 406.87K |
GARMIN LTDSOLE | SHS | 46.55K | SH | $11.06M 1.41% | 0.00 | 0.00 | 46.55K |
EATON CORP PLCSOLE | SHS | 25.05K | SH | $10.67M 1.36% | 0.00 | 0.00 | 25.05K |
AT&T INCSOLE | COM | 499.38K | SH | $10.34M 1.32% | 0.00 | 0.00 | 499.38K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 102.26K | SH | $8.24M 1.05% | 0.00 | 0.00 | 102.26K |
LOCKHEED MARTIN CORPSOLE | COM | 15.35K | SH | $7.82M 1.00% | 0.00 | 0.00 | 15.35K |