NORTHFIELD, NJ
Allocation by class
Portfolio Concentration
Top 3 weight
98.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 665.02K
Full voting authority
584.85K
shares
Joint voting authority
0.00
shares
No voting authority
80.17K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 375.75K | SH | $245.44M 94.69% | 375.75K | 0.00 | 0.00 |
PGIM ETF TRSOLE | AAA CLO ETF | 127.43K | SH | $6.52M 2.52% | 127.40K | 0.00 | 30.00 |
NORTHERN LIGHTS FD TRSOLE | TOEWS AGILTY SHS | 79.71K | SH | $2.82M 1.09% | 0.00 | 0.00 | 79.71K |
ISHARES TRSOLE | FLTG RATE NT ETF | 41.23K | SH | $2.10M 0.81% | 41.20K | 0.00 | 28.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 40.50K | SH | $2.10M 0.81% | 40.50K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 399.00 | SH | $230.3K 0.09% | 0.00 | 0.00 | 399.00 |