EL SEGUNDO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
12.3%
Top 10 weight
26.5%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Full voting authority
2.63M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 14.02K | SH | $10.50M 5.95% | 14.02K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 43.56K | SH | $5.99M 3.40% | 43.56K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 77.12K | SH | $5.25M 2.97% | 77.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 24.29K | SH | $4.86M 2.76% | 24.29K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 64.87K | SH | $3.94M 2.24% | 64.87K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 47.67K | SH | $3.63M 2.06% | 47.67K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA IN CTRY ETF | 90.04K | SH | $3.30M 1.87% | 90.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.29K | SH | $3.27M 1.85% | 11.29K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 109.65K | SH | $3.04M 1.72% | 109.65K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 59.40K | SH | $3.00M 1.70% | 59.40K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 15.59K | SH | $2.97M 1.68% | 15.59K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 52.07K | SH | $2.75M 1.56% | 52.07K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 9.06K | SH | $2.74M 1.56% | 9.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 84.30K | SH | $2.67M 1.52% | 84.30K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 105.44K | SH | $2.64M 1.50% | 105.44K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 27.49K | SH | $2.42M 1.37% | 27.49K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 10.86K | SH | $2.38M 1.35% | 10.86K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 67.39K | SH | $2.28M 1.29% | 67.39K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA LA CORE ETF | 40.13K | SH | $2.02M 1.15% | 40.13K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 25.96K | SH | $1.96M 1.11% | 25.96K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 11.81K | SH | $1.91M 1.08% | 11.81K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA SYST AL ETF | 67.78K | SH | $1.90M 1.08% | 67.78K | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | CALVE INDEX ETF | 22.27K | SH | $1.89M 1.07% | 22.27K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 5.09K | SH | $1.87M 1.06% | 5.09K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.30K | SH | $1.86M 1.05% | 3.30K | 0.00 | 0.00 |