SEMINOLE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
49.3%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 615.52K | SH | $28.00M 20.66% | 0.00 | 0.00 | 615.52K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 179.77K | SH | $25.51M 18.82% | 0.00 | 0.00 | 179.77K |
SPDR GOLD TRSOLE | GOLD SHS | 35.94K | SH | $13.24M 9.77% | 0.00 | 0.00 | 35.94K |
ISHARES TRSOLE | CORE DIV GRWTH | 152.84K | SH | $11.58M 8.55% | 0.00 | 0.00 | 152.84K |
SPDR SERIES TRUSTSOLE | ST LON TREAS ETF | 223.43K | SH | $5.86M 4.32% | 0.00 | 0.00 | 223.43K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 58.50K | SH | $3.42M 2.52% | 0.00 | 0.00 | 58.50K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 54.48K | SH | $2.89M 2.14% | 0.00 | 0.00 | 54.48K |
SELECT SECTOR SPDR TRSOLE | ST STR STAPL ETF | 29.52K | SH | $2.45M 1.81% | 0.00 | 0.00 | 29.52K |
APPLE INCSOLE | COM | 8.15K | SH | $2.36M 1.74% | 0.00 | 0.00 | 8.15K |
ELI LILLY & COSOLE | COM | 1.90K | SH | $2.28M 1.68% | 0.00 | 0.00 | 1.90K |
ISHARES TRSOLE | CORE HIGH DV ETF | 81K | SH | $2.22M 1.64% | 0.00 | 0.00 | 81K |
WALMART INCSOLE | COM | 18.81K | SH | $2.13M 1.57% | 0.00 | 0.00 | 18.81K |
MICROSOFT CORPSOLE | COM | 5.46K | SH | $2.04M 1.50% | 0.00 | 0.00 | 5.46K |
EXXON MOBIL CORPSOLE | COM | 14.10K | SH | $1.93M 1.42% | 0.00 | 0.00 | 14.10K |
ISHARES TRSOLE | CORE UNIVRSL USD | 37.48K | SH | $1.73M 1.28% | 0.00 | 0.00 | 37.48K |
ABBVIE INCSOLE | COM | 6.04K | SH | $1.52M 1.12% | 0.00 | 0.00 | 6.04K |
VANECK ETF TRUSTSOLE | AGRIBUSINESS ETF | 16.81K | SH | $1.33M 0.98% | 0.00 | 0.00 | 16.81K |
COCA COLA COSOLE | COM | 14.94K | SH | $1.21M 0.90% | 0.00 | 0.00 | 14.94K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 12.17K | SH | $1.17M 0.87% | 0.00 | 0.00 | 12.17K |
NVIDIA CORPORATIONSOLE | COM | 5.82K | SH | $1.16M 0.86% | 0.00 | 0.00 | 5.82K |
INVESCO EXCH TRADED FD TR IISOLE | RAFI DVLPD MRKTS | 14.87K | SH | $1.12M 0.83% | 0.00 | 0.00 | 14.87K |
INVESCO EXCH TRADED FD TR IISOLE | NATL AMT MUNI | 47.10K | SH | $1.11M 0.82% | 0.00 | 0.00 | 47.10K |
SPDR SERIES TRUSTSOLE | ST STR CONV ETF | 10.24K | SH | $1.10M 0.81% | 0.00 | 0.00 | 10.24K |
ISHARES TRSOLE | EAFE GRWTH ETF | 7.96K | SH | $989.9K 0.73% | 0.00 | 0.00 | 7.96K |
AMAZON COM INCSOLE | COM | 4.14K | SH | $985.8K 0.73% | 0.00 | 0.00 | 4.14K |