MUSKEGO, WI
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | US QTLY DIV GRT | 163.41K | SH | $15.63M 9.44% | 0.00 | 0.00 | 163.41K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 17.75K | SH | $13.07M 7.89% | 0.00 | 0.00 | 17.75K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 109.95K | SH | $10.59M 6.40% | 0.00 | 0.00 | 109.95K |
WISDOMTREE TRSOLE | US SMALLCAP FUND | 93.28K | SH | $6.32M 3.82% | 0.00 | 0.00 | 93.28K |
WISDOMTREE TRSOLE | US LARGECAP FUND | 80.26K | SH | $6.24M 3.77% | 0.00 | 0.00 | 80.26K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 47.19K | SH | $5.53M 3.34% | 0.00 | 0.00 | 47.19K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.33K | SH | $5.47M 3.31% | 0.00 | 0.00 | 7.33K |
WISDOMTREE TRSOLE | US MIDCAP FUND | 60.69K | SH | $4.60M 2.78% | 0.00 | 0.00 | 60.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.81K | SH | $3.63M 2.19% | 0.00 | 0.00 | 9.81K |
ISHARES TRSOLE | CORE S&P SCP ETF | 22.48K | SH | $3.33M 2.01% | 0.00 | 0.00 | 22.48K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR FEB | 56.89K | SH | $2.99M 1.81% | 0.00 | 0.00 | 56.89K |
WISDOMTREE TRSOLE | US QUALITY GROW | 43.17K | SH | $2.85M 1.72% | 0.00 | 0.00 | 43.17K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUF DEC | 48.31K | SH | $2.57M 1.55% | 0.00 | 0.00 | 48.31K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 59.68K | SH | $2.57M 1.55% | 0.00 | 0.00 | 59.68K |
NVIDIA CORPORATIONSOLE | COM | 11.66K | SH | $2.33M 1.41% | 0.00 | 0.00 | 11.66K |
INNOVATOR ETFS TRUSTSOLE | US EQUT BUFR AUG | 41.70K | SH | $2.24M 1.35% | 0.00 | 0.00 | 41.70K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 38.93K | SH | $2.20M 1.33% | 0.00 | 0.00 | 38.93K |
APPLE INCSOLE | COM | 7.37K | SH | $2.13M 1.29% | 0.00 | 0.00 | 7.37K |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 52.10K | SH | $2.12M 1.28% | 0.00 | 0.00 | 52.10K |
WISDOMTREE TRSOLE | INTL EQUITY FD | 26.59K | SH | $1.95M 1.18% | 0.00 | 0.00 | 26.59K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAY | 36.11K | SH | $1.71M 1.03% | 0.00 | 0.00 | 36.11K |
ETF OPPORTUNITIES TRUSTSOLE | AMERICAN CONSER | 31.05K | SH | $1.69M 1.02% | 0.00 | 0.00 | 31.05K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 35.83K | SH | $1.68M 1.02% | 0.00 | 0.00 | 35.83K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 32.72K | SH | $1.62M 0.98% | 0.00 | 0.00 | 32.72K |
INNOVATOR ETFS TRUSTSOLE | US EQT BUFR APR | 28.43K | SH | $1.51M 0.91% | 0.00 | 0.00 | 28.43K |