BOISE, ID
Allocation by class
Portfolio Concentration
Top 3 weight
31.1%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 146.29K | SH | $46.9K 12.97% | 0.00 | 0.00 | 146.29K |
CAPITAL GRP FIXED INCM ETF TSOLE | SHORT DURATION | 1.51M | SH | $38.8K 10.73% | 0.00 | 0.00 | 1.51M |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 1.19M | SH | $26.6K 7.36% | 0.00 | 0.00 | 1.19M |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 476.44K | SH | $20.3K 5.60% | 0.00 | 0.00 | 476.44K |
ISHARES TRSOLE | MSCI USA QLT FCT | 70.24K | SH | $13.5K 3.72% | 0.00 | 0.00 | 70.24K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 257.81K | SH | $12.3K 3.39% | 0.00 | 0.00 | 257.81K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST UQ EQT | 238.49K | SH | $10.4K 2.86% | 0.00 | 0.00 | 238.49K |
PACER FDS TRSOLE | US CASH COWS 100 | 161.12K | SH | $10.1K 2.79% | 0.00 | 0.00 | 161.12K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 140.45K | SH | $10.0K 2.76% | 0.00 | 0.00 | 140.45K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 107.24K | SH | $8.4K 2.33% | 0.00 | 0.00 | 107.24K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 121.10K | SH | $7.8K 2.14% | 0.00 | 0.00 | 121.10K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 35.36K | SH | $6.8K 1.88% | 0.00 | 0.00 | 35.36K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 156.65K | SH | $6.6K 1.84% | 0.00 | 0.00 | 156.65K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 138.74K | SH | $5.8K 1.60% | 0.00 | 0.00 | 138.74K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 134.48K | SH | $5.5K 1.53% | 0.00 | 0.00 | 134.48K |
LAM RESEARCH CORPSOLE | COM NEW | 25.66K | SH | $5.5K 1.51% | 0.00 | 0.00 | 25.66K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 140.96K | SH | $5.4K 1.48% | 0.00 | 0.00 | 140.96K |
ISHARES INCSOLE | MSCI EMRG CHN | 66.99K | SH | $5.3K 1.46% | 0.00 | 0.00 | 66.99K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 95.75K | SH | $4.2K 1.16% | 0.00 | 0.00 | 95.75K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 50.55K | SH | $4.0K 1.11% | 0.00 | 0.00 | 50.55K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 89.87K | SH | $3.6K 1.00% | 0.00 | 0.00 | 89.87K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.34K | SH | $3.5K 0.96% | 0.00 | 0.00 | 5.34K |
APPLE INCSOLE | COM | 12.39K | SH | $3.1K 0.87% | 0.00 | 0.00 | 12.39K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S. | 64.27K | SH | $2.6K 0.71% | 0.00 | 0.00 | 64.27K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 53.67K | SH | $2.5K 0.69% | 0.00 | 0.00 | 53.67K |