ST. LOUIS, MO
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
28.2%
Voting Authority Distribution
Total shares with voting rights: 3.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 106.63K | SH | $18.60M 6.09% | 0.00 | 0.00 | 106.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 42.44K | SH | $13.62M 4.46% | 0.00 | 0.00 | 42.44K |
APPLE INCSOLE | COM | 43.31K | SH | $10.99M 3.60% | 0.00 | 0.00 | 43.31K |
ETF SER SOLUTIONSSOLE | APTUS COLLRD INV | 174.55K | SH | $7.32M 2.40% | 0.00 | 0.00 | 174.55K |
BROADCOM INCSOLE | COM | 23.35K | SH | $7.23M 2.37% | 0.00 | 0.00 | 23.35K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 224.10K | SH | $5.88M 1.93% | 0.00 | 0.00 | 224.10K |
MICROSOFT CORPSOLE | COM | 15.88K | SH | $5.88M 1.93% | 0.00 | 0.00 | 15.88K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.93K | SH | $5.79M 1.90% | 0.00 | 0.00 | 26.93K |
AMERICAN CENTY ETF TRSOLE | FOCUSED DYNAMIC | 49.33K | SH | $5.63M 1.84% | 0.00 | 0.00 | 49.33K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 52.65K | SH | $5.09M 1.67% | 0.00 | 0.00 | 52.65K |
AMAZON COM INCSOLE | COM | 24.36K | SH | $5.07M 1.66% | 0.00 | 0.00 | 24.36K |
AMERICAN CENTY ETF TRSOLE | LARGE CAP EQUITY | 68.31K | SH | $5.04M 1.65% | 0.00 | 0.00 | 68.31K |
ALPHABET INCSOLE | CAP STK CL A | 16.63K | SH | $4.78M 1.57% | 0.00 | 0.00 | 16.63K |
AMERICAN CENTY ETF TRSOLE | MID CAP GRW IMP | 71.75K | SH | $4.38M 1.44% | 0.00 | 0.00 | 71.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.31M 1.41% | 0.00 | 0.00 | 6.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 21.89K | SH | $4.20M 1.38% | 0.00 | 0.00 | 21.89K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 72.08K | SH | $4.00M 1.31% | 0.00 | 0.00 | 72.08K |
AMERICAN CENTY ETF TRSOLE | FOCUSED LRG CAP | 49.83K | SH | $3.82M 1.25% | 0.00 | 0.00 | 49.83K |
JOHNSON & JOHNSONSOLE | COM | 15.53K | SH | $3.80M 1.24% | 0.00 | 0.00 | 15.53K |
AMERICAN CENTY ETF TRSOLE | QUALITY DIVRSFED | 56.84K | SH | $3.72M 1.22% | 0.00 | 0.00 | 56.84K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.13K | SH | $3.66M 1.20% | 0.00 | 0.00 | 6.13K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 60.75K | SH | $3.44M 1.13% | 0.00 | 0.00 | 60.75K |
WALMART INCSOLE | COM | 26.77K | SH | $3.33M 1.09% | 0.00 | 0.00 | 26.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.07K | SH | $3.31M 1.09% | 0.00 | 0.00 | 5.07K |
ALPHABET INCSOLE | CAP STK CL C | 11.51K | SH | $3.30M 1.08% | 0.00 | 0.00 | 11.51K |