WEST CHESTER TOWNSHIP, OH
Allocation by class
Portfolio Concentration
Top 3 weight
22.6%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INNOVATOR ETFS TRUSTSOLE | EQUITY MNGD 100 | 381.92K | SH | $10.07M 8.03% | 0.00 | 0.00 | 381.92K |
CALAMOS ETF TRSOLE | RUSSELL 2000 STR | 359.69K | SH | $9.76M 7.78% | 0.00 | 0.00 | 359.69K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 85.07K | SH | $8.52M 6.80% | 0.00 | 0.00 | 85.07K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 74.65K | SH | $8.24M 6.57% | 0.00 | 0.00 | 74.65K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 81.60K | SH | $8.21M 6.55% | 0.00 | 0.00 | 81.60K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | TREASURY OPT INC | 304.05K | SH | $7.15M 5.70% | 0.00 | 0.00 | 304.05K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 153.54K | SH | $7.07M 5.64% | 0.00 | 0.00 | 153.54K |
ISHARES TRSOLE | 20+ YEAR TR BD | 312.56K | SH | $7.07M 5.64% | 0.00 | 0.00 | 312.56K |
AIM ETF PRODUCTS TRUSTSOLE | ALLIANZIM US EQU | 226.90K | SH | $6.20M 4.95% | 0.00 | 0.00 | 226.90K |
INNOVATOR ETFS TRUSTSOLE | US SMALL CAP MNG | 201.95K | SH | $5.86M 4.68% | 0.00 | 0.00 | 201.95K |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 162.41K | SH | $5.75M 4.59% | 0.00 | 0.00 | 162.41K |
INNOVATOR ETFS TRUSTSOLE | US EQT ULTRA BF | 135.25K | SH | $5.75M 4.58% | 0.00 | 0.00 | 135.25K |
INNOVATOR ETFS TRUSTSOLE | INTERNATIONAL DE | 113.86K | SH | $5.74M 4.58% | 0.00 | 0.00 | 113.86K |
INNOVATOR ETFS TRUSTSOLE | NASDAQ 100 MANA | 171.72K | SH | $5.72M 4.56% | 0.00 | 0.00 | 171.72K |
INNOVATOR ETFS TRUSTSOLE | EQUTY DUL DIRCT | 297.55K | SH | $5.63M 4.49% | 0.00 | 0.00 | 297.55K |
CALAMOS ETF TRSOLE | NASDAQ 100 STRU | 173.80K | SH | $4.62M 3.68% | 0.00 | 0.00 | 173.80K |
INNOVATOR ETFS TRUSTSOLE | INDEX AUTOCALLAB | 164.56K | SH | $4.13M 3.29% | 0.00 | 0.00 | 164.56K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 53.73K | SH | $1.90M 1.52% | 0.00 | 0.00 | 53.73K |
PROCTER & GAMBLE COSOLE | COM | 9.97K | SH | $1.44M 1.15% | 0.00 | 0.00 | 9.97K |
INNOVATOR ETFS TRUSTSOLE | INTRNL DEV JAN | 28.23K | SH | $1.02M 0.82% | 0.00 | 0.00 | 28.23K |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 24.43K | SH | $1.02M 0.81% | 0.00 | 0.00 | 24.43K |
INNOVATOR ETFS TRUSTSOLE | GRWT100 PWR BF | 18.74K | SH | $999.9K 0.80% | 0.00 | 0.00 | 18.74K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL SILVER | 28.71K | SH | $700.1K 0.56% | 0.00 | 0.00 | 28.71K |
MICROSOFT CORPSOLE | COM | 1.64K | SH | $608.6K 0.49% | 0.00 | 0.00 | 1.64K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 4.81K | SH | $440.5K 0.35% | 0.00 | 0.00 | 4.81K |