LARSKPUR, CA
Allocation by class
Portfolio Concentration
Top 3 weight
21.6%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 3.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE HIGH DV ETF | 189.83K | SH | $19.1K 9.55% | 0.00 | 0.00 | 189.83K |
APPLE INCSOLE | COM | 99.73K | SH | $13.6K 6.83% | 0.00 | 0.00 | 99.73K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 213.96K | SH | $10.4K 5.21% | 0.00 | 0.00 | 213.96K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.08K | SH | $9.0K 4.50% | 0.00 | 0.00 | 32.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $8.2K 4.10% | 0.00 | 0.00 | 20.00 |
FIRST TR EXCHANGE TRADED FDSOLE | CLOUD COMPUTING | 105.85K | SH | $7.0K 3.50% | 0.00 | 0.00 | 105.85K |
ISHARES TRSOLE | CORE MSCI EAFE | 111.96K | SH | $6.6K 3.30% | 0.00 | 0.00 | 111.96K |
ISHARES INCSOLE | MSCI EMERG MRKT | 109.18K | SH | $6.1K 3.03% | 0.00 | 0.00 | 109.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.60K | SH | $5.9K 2.95% | 0.00 | 0.00 | 21.60K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 24.84K | SH | $5.4K 2.72% | 0.00 | 0.00 | 24.84K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 46.27K | SH | $4.6K 2.30% | 0.00 | 0.00 | 46.27K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 23.73K | SH | $4.0K 2.01% | 0.00 | 0.00 | 23.73K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 74.16K | SH | $3.9K 1.96% | 0.00 | 0.00 | 74.16K |
PACER FDS TRSOLE | TRENDP US LAR CP | 102.53K | SH | $3.9K 1.93% | 0.00 | 0.00 | 102.53K |
SELECT SECTOR SPDR TRSOLE | RL EST SEL SEC | 88.86K | SH | $3.6K 1.82% | 0.00 | 0.00 | 88.86K |
FIRST TR EXCHANGE-TRADED FDSOLE | DORSEY WRT 5 ETF | 77.94K | SH | $3.2K 1.62% | 0.00 | 0.00 | 77.94K |
ISHARES TRSOLE | ASIA 50 ETF | 51.44K | SH | $3.2K 1.62% | 0.00 | 0.00 | 51.44K |
MICROSOFT CORPSOLE | COM | 10.98K | SH | $2.8K 1.41% | 0.00 | 0.00 | 10.98K |
AMAZON COM INCSOLE | COM | 25.08K | SH | $2.7K 1.33% | 0.00 | 0.00 | 25.08K |
LIBERTY ALL STAR EQUITY FDSOLE | SH BEN INT | 367.42K | SH | $2.3K 1.16% | 0.00 | 0.00 | 367.42K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 50.63K | SH | $2.1K 1.04% | 0.00 | 0.00 | 50.63K |
CALAMOS GBL DYN INCOME FUNDSOLE | COM | 293.99K | SH | $2.0K 1.00% | 0.00 | 0.00 | 293.99K |
EXXON MOBIL CORPSOLE | COM | 23K | SH | $2.0K 0.99% | 0.00 | 0.00 | 23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.80K | SH | $1.8K 0.93% | 0.00 | 0.00 | 9.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.49K | SH | $1.7K 0.85% | 0.00 | 0.00 | 4.49K |