SUN PRAIRIE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 1.35M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.35M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.89K | SH | $5.07M 4.35% | 0.00 | 0.00 | 6.89K |
APPLIED MATLS INCSOLE | COM | 6.85K | SH | $4.95M 4.24% | 0.00 | 0.00 | 6.85K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 94.89K | SH | $4.62M 3.96% | 0.00 | 0.00 | 94.89K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 102.66K | SH | $4.43M 3.80% | 0.00 | 0.00 | 102.66K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 52.76K | SH | $4.28M 3.66% | 0.00 | 0.00 | 52.76K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 45.75K | SH | $3.94M 3.38% | 0.00 | 0.00 | 45.75K |
BROADCOM INCSOLE | COM | 10.32K | SH | $3.90M 3.34% | 0.00 | 0.00 | 10.32K |
NVIDIA CORPORATIONSOLE | COM | 18.39K | SH | $3.68M 3.15% | 0.00 | 0.00 | 18.39K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 38.27K | SH | $3.45M 2.96% | 0.00 | 0.00 | 38.27K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 110.27K | SH | $2.92M 2.51% | 0.00 | 0.00 | 110.27K |
SPDR GOLD TRSOLE | GOLD SHS | 7.61K | SH | $2.80M 2.40% | 0.00 | 0.00 | 7.61K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 4.20K | SH | $2.76M 2.36% | 0.00 | 0.00 | 4.20K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 26.87K | SH | $2.52M 2.16% | 0.00 | 0.00 | 26.87K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 30.70K | SH | $2.47M 2.12% | 0.00 | 0.00 | 30.70K |
APPLE INCSOLE | COM | 8.36K | SH | $2.42M 2.07% | 0.00 | 0.00 | 8.36K |
AMAZON COM INCSOLE | COM | 9.89K | SH | $2.36M 2.02% | 0.00 | 0.00 | 9.89K |
MICROSOFT CORPSOLE | COM | 5.67K | SH | $2.11M 1.81% | 0.00 | 0.00 | 5.67K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.42K | SH | $1.95M 1.67% | 0.00 | 0.00 | 6.42K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 2.52K | SH | $1.92M 1.65% | 0.00 | 0.00 | 2.52K |
WALMART INCSOLE | COM | 16.17K | SH | $1.83M 1.57% | 0.00 | 0.00 | 16.17K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 36.82K | SH | $1.80M 1.54% | 0.00 | 0.00 | 36.82K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 35.17K | SH | $1.75M 1.50% | 0.00 | 0.00 | 35.17K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 36K | SH | $1.73M 1.49% | 0.00 | 0.00 | 36K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 48.63K | SH | $1.65M 1.41% | 0.00 | 0.00 | 48.63K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 26.85K | SH | $1.60M 1.37% | 0.00 | 0.00 | 26.85K |