CONYNGHAM, PA
Allocation by class
Portfolio Concentration
Top 3 weight
15.5%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Full voting authority
2.47M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 330.67K | SH | $6.93M 6.22% | 330.67K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 260.79K | SH | $6.83M 6.13% | 260.79K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 142.40K | SH | $3.53M 3.17% | 142.40K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | ACTV FCTR LGCP | 89.81K | SH | $3.46M 3.11% | 89.81K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | DORSEY WRGT DVLP | 61.44K | SH | $3.04M 2.73% | 61.44K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 38.78K | SH | $2.97M 2.66% | 38.78K | 0.00 | 0.00 |
FIRST TR EXCH TRD ALPHDX FDSOLE | EMERG MKT ALPH | 92.32K | SH | $2.77M 2.48% | 92.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.45K | SH | $2.76M 2.48% | 7.45K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 55.12K | SH | $2.72M 2.44% | 55.12K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 11.32K | SH | $2.69M 2.42% | 11.32K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 37.34K | SH | $2.55M 2.29% | 37.34K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | INTL BUYBACK | 42.85K | SH | $2.41M 2.16% | 42.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 38.67K | SH | $2.20M 1.97% | 38.67K | 0.00 | 0.00 |
ISHARES TRSOLE | US TELECOM ETF | 54.38K | SH | $2.14M 1.92% | 54.38K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 42.45K | SH | $2.13M 1.91% | 42.45K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2026 CB | 108.20K | SH | $2.11M 1.90% | 108.20K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 105.36K | SH | $2.07M 1.86% | 105.36K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 40.02K | SH | $2.03M 1.82% | 40.02K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 28.22K | SH | $1.93M 1.73% | 28.22K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 91.96K | SH | $1.88M 1.69% | 91.96K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES BIOTECH | 10.82K | SH | $1.83M 1.64% | 10.82K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.18K | SH | $1.82M 1.64% | 7.18K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.26K | SH | $1.79M 1.61% | 10.26K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 34.56K | SH | $1.72M 1.55% | 34.56K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 91.46K | SH | $1.71M 1.53% | 91.46K | 0.00 | 0.00 |