Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Amplify CWP Enhanced Dividend Income ETF(DIVO) | 1,104,334 | $50.5M | 13.88% |
| 2 | Vanguard Intermediate-Term Bond ETF(BIV) | 631,866 | $48.5M | 13.33% |
| 3 | Ishares TR Core S&P TTL STK(ITOT) | 249,115 | $40.9M | 11.26% |
| 4 | Ishares TR RUS Top 200 ETF(IWL) | 215,106 | $39.8M | 10.94% |
| 5 | Innovator Defined Wealth Shld ETF(BALT) | 1,037,015 | $35.5M | 9.77% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0.12% | 0.22% | +0.1% |
| Unclassified | 99.88% | 99.78% | -0.1% |
Quarter-over-quarter weight changes by market cap
| 6 |
| Fundstrat Granny Shots US Large Cap ETF(GRNY) |
| 1,043,100 |
| $28.8M |
| 7.93% |
| 7 | Capital Group Global Growth SHS Creation Unit(CGGO) | 653,161 | $27.6M | 7.60% |
| 8 | Fundstrat Granny Shots US(GRNJ) | 620,518 | $19.5M | 5.37% |
| 9 | Foliobeyond Alternative Income and Interest Rate(RISR) | 467,373 | $16.9M | 4.65% |
| 10 | Ishares Gold TR Shares Represent(IAUM) | 354,094 | $14.2M | 3.90% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.88% | 99.78% | -0.1% |
| Mega Cap | 0.12% | 0.22% | +0.1% |
Quarter-over-quarter position changes