LEWISBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
31.7%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COLUMBIA ETF TR ISOLE | RESH ENHNC COR | 506.09K | SH | $19.73M 10.90% | 0.00 | 0.00 | 506.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 198.27K | SH | $19.41M 10.73% | 0.00 | 0.00 | 198.27K |
VICTORY PORTFOLIOS IISOLE | VICTORYSHS US | 322.29K | SH | $18.23M 10.08% | 0.00 | 0.00 | 322.29K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 341.71K | SH | $17.21M 9.51% | 0.00 | 0.00 | 341.71K |
ISHARES TRSOLE | CORE S&P MCP ETF | 190.23K | SH | $12.85M 7.10% | 0.00 | 0.00 | 190.23K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 359.49K | SH | $12.14M 6.71% | 0.00 | 0.00 | 359.49K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 249.59K | SH | $11.19M 6.19% | 0.00 | 0.00 | 249.59K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 175.76K | SH | $8.16M 4.51% | 0.00 | 0.00 | 175.76K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 169.21K | SH | $6.68M 3.69% | 0.00 | 0.00 | 169.21K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 80.92K | SH | $3.69M 2.04% | 0.00 | 0.00 | 80.92K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.81K | SH | $3.15M 1.74% | 0.00 | 0.00 | 9.81K |
APPLE INCSOLE | COM | 11.40K | SH | $2.89M 1.60% | 0.00 | 0.00 | 11.40K |
EXXON MOBIL CORPSOLE | COM | 14.63K | SH | $2.48M 1.37% | 0.00 | 0.00 | 14.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.18K | SH | $2.41M 1.33% | 0.00 | 0.00 | 4.18K |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 48.55K | SH | $2.19M 1.21% | 0.00 | 0.00 | 48.55K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 21.95K | SH | $1.81M 1.00% | 0.00 | 0.00 | 21.95K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 14.93K | SH | $1.65M 0.91% | 0.00 | 0.00 | 14.93K |
PROSHARES TRSOLE | S&P MDCP 400 DIV | 16.67K | SH | $1.44M 0.80% | 0.00 | 0.00 | 16.67K |
MICROSOFT CORPSOLE | COM | 3.69K | SH | $1.37M 0.76% | 0.00 | 0.00 | 3.69K |
PPL CORPSOLE | COM | 34.78K | SH | $1.33M 0.73% | 0.00 | 0.00 | 34.78K |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL MOMNT | 24.14K | SH | $1.32M 0.73% | 0.00 | 0.00 | 24.14K |
PROCTER & GAMBLE COSOLE | COM | 8.97K | SH | $1.30M 0.72% | 0.00 | 0.00 | 8.97K |
HOME DEPOT INCSOLE | COM | 3.67K | SH | $1.21M 0.67% | 0.00 | 0.00 | 3.67K |
ALPHABET INCSOLE | CAP STK CL A | 3.49K | SH | $1.00M 0.55% | 0.00 | 0.00 | 3.49K |
CHEVRON CORPORATIONSOLE | COM | 3.91K | SH | $808.4K 0.45% | 0.00 | 0.00 | 3.91K |