{"url":"https://nivawealth.com/firms/ameritas-advisory-services-317245","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317245","regulatoryAum":13746443625,"crd":"317245","secFileNumber":"801-55153","legalName":"Ameritas Advisory Services, LLC","displayName":"Ameritas Advisory Services","website":"https://www.ameritas.com/investments","founded":null,"organization":"Nebraska limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5900 O Street","city":"Lincoln","state":"NE","stateName":"Nebraska","country":"United States","postalCode":"68510"},"tradeNames":[],"registration":{"secApproved":"13 January 1998","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":797,"advisory":366,"brokerDealerReps":422,"insuranceAgents":348,"promoters":4},"aum":{"discretionary":7155342007,"discretionaryAccounts":22063,"nonDiscretionary":6591101618,"nonDiscretionaryAccounts":23236,"wrapProgram":1967153000,"nonUsClientsPct":0,"nonAumClients":1086},"clientTypes":[{"label":"Individuals (other than HNW)","clients":28459,"regulatoryAum":8995034221},{"label":"High-net-worth individuals","clients":904,"regulatoryAum":4163056716},{"label":"Pension and profit-sharing plans","clients":87,"regulatoryAum":41615646},{"label":"Charitable organizations","clients":65,"regulatoryAum":109871355},{"label":"Insurance companies","clients":1,"regulatoryAum":4892762},{"label":"Corporations and other businesses","clients":202,"regulatoryAum":431972925}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":6419193868},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":3133512999}],"custodyNote":"Ameritas Advisory Services has custody of $8.41B for 15,704 clients.","otherCustodians":[],"leadership":[{"name":"Richard Berthold","title":"Vice President, Service & Operations","crd":"4433172"},{"name":"Matthew Kinsella","title":"Vice President & Chief Compliance Officer","crd":"5217108"},{"name":"Jeremy Robson","title":"President","crd":"4147931"},{"name":"Roger Ruz","title":"Vice President, Sales Supervision","crd":"2865493"},{"name":"Ryan Beasley","title":"Member, Board of Directors","crd":"2943009"},{"name":"Rollin Biel","title":"Second VP, Financial Reporting","crd":"5101711"},{"name":"Orlando Cruz","title":"Member, Board of Directors","crd":"2311194"},{"name":"Kelly Halverson","title":"Member, Board of Directors","crd":"7977580"},{"name":"Michele Wu","title":"Board of Directors","crd":"7579071"}],"ownership":[{"label":"Ameritas Life Insurance Corp.","detail":"Owner in the 75% or more ownership band and a control person, since January 2020."},{"label":"Ameritas Holding Company","detail":"Indirect owner: a owner of Ameritas Life Insurance Corp. in the 75% or more band and a control person, since January 1999.","parent":"Ameritas Life Insurance Corp."},{"label":"Ameritas Mutual Holding Company","detail":"Indirect owner: a owner of Ameritas Holding Company in the 75% or more band and a control person, since January 1999.","parent":"Ameritas Holding Company"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":247,"privateResidences":0},"listedOfficeAddresses":29,"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"2718 20th Street South Ste 100","city":"Homewood"}]},{"state":"Arizona","offices":1,"addresses":[{"street":"510 N Humphreys ST","city":"Flagstaff"}]},{"state":"California","offices":4,"addresses":[{"street":"38 Keyes Ave","city":"San Francisco"},{"street":"3150 Crow Canyon Place, #200","city":"San Ramon"},{"street":"160 S E Street","city":"Exeter"},{"street":"620 Coolidge DR","city":"Folsom"}]},{"state":"Florida","offices":2,"addresses":[{"street":"305 Douglas Ave","city":"Altamonte SPG"},{"street":"1877 South Federal Highway","city":"Boca Raton"}]},{"state":"Indiana","offices":1,"addresses":[{"street":"11595 N. Meridian ST. Suite 870","city":"Carmel"}]},{"state":"Iowa","offices":1,"addresses":[{"street":"1200 Valley West DR Ste 403","city":"W Des Moines"}]},{"state":"Louisiana","offices":1,"addresses":[{"street":"610 Belle Terre BLVD","city":"Laplace"}]},{"state":"Maine","offices":1,"addresses":[{"street":"99 Fort Fairfield RD","city":"Presque Isle"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"641 Cepi Drive","city":"Chesterfield"}]},{"state":"Nebraska","offices":4,"addresses":[{"street":"5900 O Street","city":"Lincoln","headquarters":true},{"street":"440 Regency Pkwy Drive","city":"Omaha"},{"street":"6355 S 56th ST","city":"Lincoln"},{"street":"390 N Cotner BLVD","city":"Lincoln"}]},{"state":"New York","offices":2,"addresses":[{"street":"19607 Nys Route 3","city":"Watertown"},{"street":"425 Broadhollow RD Ste 405","city":"Melville"}]},{"state":"Ohio","offices":4,"addresses":[{"street":"615 High ST","city":"Worthington"},{"street":"1070 Commerce DR BLDG 3","city":"Perrysburg"},{"street":"2222 Centennial RD","city":"Toledo"},{"street":"221 E 4th Street","city":"Cincinnati"}]},{"state":"Pennsylvania","offices":3,"addresses":[{"street":"1730 Philadelphia Street","city":"Indiana"},{"street":"Foster Plaza Building #11, 1st Floor","city":"Pittsburgh"},{"street":"1260 Valley Forge RD","city":"Phoenixville"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"1755 N. Kirby Parkway","city":"Memphis"}]},{"state":"Texas","offices":1,"addresses":[{"street":"17300 Preston RD","city":"Dallas"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"13880 Braddock Road Ste 211","city":"Centreville"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-335-9858","stateRegisteredReps":426,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1000","assetMix":[{"label":"Exchange-traded equity securities","percent":54},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":38},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317245/PDF/317245.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ameritas Advisory Services have?","answer":"Ameritas Advisory Services has 29,718 clients and manages $13.7 billion for them, as of October 2026. They include 28,459 other individuals, 904 high-net-worth individuals and 202 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ameritas Advisory Services offer?","answer":"Ameritas Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ameritas Advisory Services use?","answer":"Ameritas Advisory Services’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $6,419,193,868 and Charles Schwab & Co., Inc. (Westlake, TX), with $3,133,512,999. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ameritas Advisory Services have?","answer":"Ameritas Advisory Services has 426 investment adviser representatives registered with state securities authorities, out of 797 employees, and 366 perform investment advisory functions. 422 are registered representatives of a broker-dealer and 348 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ameritas Advisory Services invest in?","answer":"At the end of its last fiscal year, Ameritas Advisory Services’ separately managed accounts held 54% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ameritas Advisory Services?","answer":"Ameritas Advisory Services is owned through a chain of holding companies by Ameritas Mutual Holding Company. Its direct owner is Ameritas Life Insurance Corp. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ameritas Advisory Services get paid?","answer":"Ameritas Advisory Services is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/ameritas-advisory-services-317245/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1901275/000190127526000010/0001901275-26-000010-index.html","totalValue":4955703042,"positionCount":1942,"top10Share":0.17486813589424918,"top10":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":124513131,"shares":430305,"shareType":"SH","priorValue":77002723,"priorShares":303411},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":112675254,"shares":2231635,"shareType":"SH","priorValue":51547552,"priorShares":1023378},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":91140466,"shares":765951,"shareType":"SH","priorValue":41937519,"priorShares":428327},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":89709972,"shares":119791,"shareType":"SH","priorValue":31430264,"priorShares":48117},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":87963623,"shares":708413,"shareType":"SH","priorValue":40053637,"priorShares":93934},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":74471429,"shares":99725,"shareType":"SH","priorValue":29826743,"priorShares":45863},{"issuer":"WISDOMTREE TR","titleOfClass":"ITL HDG QTLY DIV","cusip":"97717X594","value":73414378,"shares":1401573,"shareType":"SH","priorValue":46850944,"priorShares":973021},{"issuer":"COLUMBIA ETF TR I","titleOfClass":"RESH ENHNC COR","cusip":"19761L706","value":72780851,"shares":1681628,"shareType":"SH","priorValue":27334400,"priorShares":701242},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"DIVID ETF RISI","cusip":"316092832","value":70889363,"shares":1092623,"shareType":"SH","priorValue":42185402,"priorShares":717397},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":69036086,"shares":1517610,"shareType":"SH","priorValue":35691616,"priorShares":782368}],"positionsListed":200,"positions":[{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":124513131,"shares":430305,"shareType":"SH","priorValue":77002723,"priorShares":303411},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":112675254,"shares":2231635,"shareType":"SH","priorValue":51547552,"priorShares":1023378},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":91140466,"shares":765951,"shareType":"SH","priorValue":41937519,"priorShares":428327},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":89709972,"shares":119791,"shareType":"SH","priorValue":31430264,"priorShares":48117},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":87963623,"shares":708413,"shareType":"SH","priorValue":40053637,"priorShares":93934},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":74471429,"shares":99725,"shareType":"SH","priorValue":29826743,"priorShares":45863},{"issuer":"WISDOMTREE TR","titleOfClass":"ITL HDG QTLY DIV","cusip":"97717X594","value":73414378,"shares":1401573,"shareType":"SH","priorValue":46850944,"priorShares":973021},{"issuer":"COLUMBIA ETF TR I","titleOfClass":"RESH ENHNC COR","cusip":"19761L706","value":72780851,"shares":1681628,"shareType":"SH","priorValue":27334400,"priorShares":701242},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"DIVID ETF RISI","cusip":"316092832","value":70889363,"shares":1092623,"shareType":"SH","priorValue":42185402,"priorShares":717397},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":69036086,"shares":1517610,"shareType":"SH","priorValue":35691616,"priorShares":782368},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":66023449,"shares":96131,"shareType":"SH","priorValue":42602191,"priorShares":71295},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":65886717,"shares":192185,"shareType":"SH","priorValue":30498484,"priorShares":127082},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":62654015,"shares":313129,"shareType":"SH","priorValue":33391446,"priorShares":191465},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":57489062,"shares":481000,"shareType":"SH","priorValue":21296390,"priorShares":30523},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":53826101,"shares":1092250,"shareType":"SH","priorValue":16621918,"priorShares":390736},{"issuer":"STARBOARD INVT TR","titleOfClass":"ADAPTIVE ALPHA","cusip":"85521B742","value":51877858,"shares":1496765,"shareType":"SH","priorValue":25422970,"priorShares":955033},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":48728524,"shares":716491,"shareType":"SH","priorValue":13036357,"priorShares":224069},{"issuer":"PGIM ETF TR","titleOfClass":"AAA CLO ETF","cusip":"69344A834","value":48084275,"shares":937864,"shareType":"SH","priorValue":15606336,"priorShares":304930},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":47776551,"shares":219229,"shareType":"SH","priorValue":15558089,"priorShares":79297},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":45803639,"shares":123780,"shareType":"SH","priorValue":18021737,"priorShares":56176},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":40045027,"shares":1262852,"shareType":"SH","priorValue":18590855,"priorShares":605960},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":39579726,"shares":132369,"shareType":"SH","priorValue":24138596,"priorShares":88637},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":38561531,"shares":77063,"shareType":"SH","priorValue":19505038,"priorShares":40703},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":38121913,"shares":769363,"shareType":"SH","priorValue":20447867,"priorShares":413088},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INDUSTRIAL ETF","cusip":"92204A603","value":37442624,"shares":103898,"shareType":"SH","priorValue":22924995,"priorShares":73426},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":37338873,"shares":484229,"shareType":"SH","priorValue":19118507,"priorShares":283111},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":37109271,"shares":99483,"shareType":"SH","priorValue":26138069,"priorShares":70611},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":37012552,"shares":459384,"shareType":"SH","priorValue":14476591,"priorShares":50409},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ENERGY ETF","cusip":"92204A306","value":34445806,"shares":229440,"shareType":"SH","priorValue":27676793,"priorShares":159944},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":34423932,"shares":144432,"shareType":"SH","priorValue":16900614,"priorShares":81148},{"issuer":"VANGUARD WORLD FD","titleOfClass":"UTILITIES ETF","cusip":"92204A876","value":33032603,"shares":168766,"shareType":"SH","priorValue":22729720,"priorShares":114715},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":33025604,"shares":342483,"shareType":"SH","priorValue":20742625,"priorShares":233851},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":32924895,"shares":172816,"shareType":"SH","priorValue":16836373,"priorShares":126685},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MATERIALS ETF","cusip":"92204A801","value":32479238,"shares":141961,"shareType":"SH","priorValue":22534064,"priorShares":100000},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":32398072,"shares":376110,"shareType":"SH","priorValue":10574752,"priorShares":24210},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM STP ETF","cusip":"92204A207","value":31588099,"shares":140086,"shareType":"SH","priorValue":21061890,"priorShares":93779},{"issuer":"VANGUARD WORLD FD","titleOfClass":"COMM SRVC ETF","cusip":"92204A884","value":31525023,"shares":171378,"shareType":"SH","priorValue":17586504,"priorShares":97790},{"issuer":"PIMCO ETF TR","titleOfClass":"1-5 US TIP IDX","cusip":"72201R205","value":29994457,"shares":562327,"shareType":"SH","priorValue":19753228,"priorShares":365080},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":28143957,"shares":596270,"shareType":"SH","priorValue":4302850,"priorShares":107063},{"issuer":"VANGUARD WORLD FD","titleOfClass":"CONSUM DIS ETF","cusip":"92204A108","value":27939109,"shares":70445,"shareType":"SH","priorValue":17383564,"priorShares":48418},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":27847561,"shares":472633,"shareType":"SH","priorValue":17810620,"priorShares":350534},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":26710390,"shares":25083,"shareType":"SH","priorValue":9208530,"priorShares":12998},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":26610610,"shares":70445,"shareType":"SH","priorValue":19119001,"priorShares":61772},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":26441452,"shares":62866,"shareType":"SH","priorValue":14258843,"priorShares":38356},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":26314113,"shares":261390,"shareType":"SH","priorValue":7795074,"priorShares":77440},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":26164271,"shares":86317,"shareType":"SH","priorValue":13659273,"priorShares":52151},{"issuer":"VANGUARD WORLD FD","titleOfClass":"FINANCIALS ETF","cusip":"92204A405","value":25995715,"shares":197536,"shareType":"SH","priorValue":16052972,"priorShares":132878},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":24234522,"shares":150022,"shareType":"SH","priorValue":1635709,"priorShares":14590},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":23951156,"shares":109152,"shareType":"SH","priorValue":20467817,"priorShares":106709},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":23737271,"shares":160052,"shareType":"SH","priorValue":8710454,"priorShares":70070},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":23469218,"shares":170648,"shareType":"SH","priorValue":8702480,"priorShares":76938},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":23394133,"shares":167544,"shareType":"SH","priorValue":1276475,"priorShares":28925},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":23163069,"shares":76453,"shareType":"SH","priorValue":6858869,"priorShares":28865},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":23159648,"shares":97877,"shareType":"SH","priorValue":11042844,"priorShares":51348},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":22987264,"shares":318031,"shareType":"SH","priorValue":9800003,"priorShares":159817},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":22619032,"shares":246825,"shareType":"SH","priorValue":13999965,"priorShares":152771},{"issuer":"ISHARES TR","titleOfClass":"MSCI INTL QUALTY","cusip":"46434V456","value":21192567,"shares":427701,"shareType":"SH","priorValue":6384030,"priorShares":138093},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":20831472,"shares":146299,"shareType":"SH","priorValue":11589779,"priorShares":95633},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":20720120,"shares":409731,"shareType":"SH","priorValue":9308191,"priorShares":183920},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":20354217,"shares":35039,"shareType":"SH","priorValue":3010668,"priorShares":14800},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":20028831,"shares":548284,"shareType":"SH","priorValue":3964193,"priorShares":117388},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":18906304,"shares":151541,"shareType":"SH","priorValue":6391864,"priorShares":57861},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"BLOOMBERG SIX MN","cusip":"09789C788","value":18897230,"shares":375690,"shareType":"SH","priorValue":6610544,"priorShares":131344},{"issuer":"VANECK MERK GOLD ETF","titleOfClass":"GOLD SHS","cusip":"921078101","value":18780215,"shares":486660,"shareType":"SH","priorValue":11306964,"priorShares":250987},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":18484687,"shares":419820,"shareType":"SH","priorValue":11958263,"priorShares":292879},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":18083241,"shares":51179,"shareType":"SH","priorValue":6140830,"priorShares":21407},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":17808749,"shares":34091,"shareType":"SH","priorValue":10225466,"priorShares":22076},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":17441196,"shares":342320,"shareType":"SH","priorValue":2315686,"priorShares":49907},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"LOW VOLITY ETF","cusip":"316092824","value":17364873,"shares":254114,"shareType":"SH","priorValue":6887951,"priorShares":106641},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"WTR ETF","cusip":"33733B100","value":17290458,"shares":157875,"shareType":"SH","priorValue":11430187,"priorShares":110833},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":16785463,"shares":46969,"shareType":"SH","priorValue":19001180,"priorShares":66077},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":16525789,"shares":13778,"shareType":"SH","priorValue":6021838,"priorShares":6547},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"GLOBAL SEL EQUIT","cusip":"46654Q740","value":16523132,"shares":232001,"shareType":"SH","priorValue":4269294,"priorShares":65410},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":16376281,"shares":24968,"shareType":"SH","priorValue":5469020,"priorShares":14265},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":16372564,"shares":103604,"shareType":"SH","priorValue":9270255,"priorShares":62595},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":16309255,"shares":49825,"shareType":"SH","priorValue":9873817,"priorShares":33566},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":15940015,"shares":140738,"shareType":"SH","priorValue":9828940,"priorShares":79087},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":15534717,"shares":42170,"shareType":"SH","priorValue":10239234,"priorShares":23796},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":15463459,"shares":140385,"shareType":"SH","priorValue":5906119,"priorShares":57762},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR ENH NEW","cusip":"33739Q408","value":15292401,"shares":256025,"shareType":"SH","priorValue":8393561,"priorShares":140408},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":15258659,"shares":151361,"shareType":"SH","priorValue":9823893,"priorShares":97682},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":15176988,"shares":197875,"shareType":"SH","priorValue":8611303,"priorShares":111574},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":14949991,"shares":296803,"shareType":"SH","priorValue":1433815,"priorShares":34920},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":14405525,"shares":12480,"shareType":"SH","priorValue":1320682,"priorShares":3909},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":14165221,"shares":83256,"shareType":"SH","priorValue":1945555,"priorShares":13416},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":13624967,"shares":24188,"shareType":"SH","priorValue":10122911,"priorShares":17693},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"LONG TERM BOND","cusip":"921937793","value":13412929,"shares":194588,"shareType":"SH","priorValue":7594246,"priorShares":110414},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":13123519,"shares":387811,"shareType":"SH","priorValue":7736639,"priorShares":265590},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":12876153,"shares":256344,"shareType":"SH","priorValue":12907537,"priorShares":258409},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":11889863,"shares":135250,"shareType":"SH","priorValue":19552821,"priorShares":53214},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":11387740,"shares":282644,"shareType":"SH","priorValue":13646301,"priorShares":339968},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BL 12 ETF","cusip":"78468R523","value":11321377,"shares":113920,"shareType":"SH","priorValue":8065071,"priorShares":81105},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":11247547,"shares":17610,"shareType":"SH","priorValue":676580,"priorShares":2501},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"VEST LADDERED","cusip":"33733E690","value":11098705,"shares":533848,"shareType":"SH"},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG INTL","cusip":"67092P805","value":10967715,"shares":274056,"shareType":"SH","priorValue":5915468,"priorShares":163818},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":10304010,"shares":132255,"shareType":"SH","priorValue":5247937,"priorShares":66929},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":10241183,"shares":135126,"shareType":"SH","priorValue":1485341,"priorShares":21165},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":10176269,"shares":35016,"shareType":"SH","priorValue":942359,"priorShares":3787},{"issuer":"SPROTT ASSET MANAGEMENT LP","titleOfClass":"PHYSICAL GOLD TR","cusip":"85207H104","value":10113966,"shares":335233,"shareType":"SH","priorValue":6458727,"priorShares":182244},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":10094679,"shares":13228,"shareType":"SH","priorValue":599670,"priorShares":1536},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":9697276,"shares":83117,"shareType":"SH","priorValue":2266023,"priorShares":15491},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":9539048,"shares":81211,"shareType":"SH","priorValue":3650001,"priorShares":47042},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":9297746,"shares":38352,"shareType":"SH","priorValue":1820182,"priorShares":8519},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":9263792,"shares":19398,"shareType":"SH","priorValue":3649837,"priorShares":10800},{"issuer":"CAPITAL GROUP GBL GROWTH EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14020X104","value":9226493,"shares":217966,"shareType":"SH","priorValue":3212832,"priorShares":96279},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":9225375,"shares":113809,"shareType":"SH","priorValue":2866097,"priorShares":41976},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":9056610,"shares":147911,"shareType":"SH"},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":8998753,"shares":26229,"shareType":"SH","priorValue":3254748,"priorShares":10769},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":8948472,"shares":167355,"shareType":"SH","priorValue":7102437,"priorShares":104233},{"issuer":"ISHARES GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":8828344,"shares":116916,"shareType":"SH","priorValue":4678806,"priorShares":53072},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":8820376,"shares":111608,"shareType":"SH","priorValue":9273307,"priorShares":116984},{"issuer":"WISDOMTREE TR","titleOfClass":"BLMBG US BULL","cusip":"97717W471","value":8724860,"shares":326163,"shareType":"SH","priorValue":1058598,"priorShares":40205},{"issuer":"NEOS ETF TRUST","titleOfClass":"NEOS S&P 500 HI","cusip":"78433H303","value":8614575,"shares":162264,"shareType":"SH","priorValue":3116123,"priorShares":63118},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":8541620,"shares":119882,"shareType":"SH","priorValue":7856406,"priorShares":122603},{"issuer":"ISHARES TR","titleOfClass":"SYSTEMATIC BD ET","cusip":"46435U796","value":8434773,"shares":95076,"shareType":"SH","priorValue":796016,"priorShares":8944},{"issuer":"FIRST TR EXCHANGE-TRADED ALP","titleOfClass":"COM SHS","cusip":"33734K109","value":8430678,"shares":60274,"shareType":"SH","priorValue":579262,"priorShares":4751},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":8391018,"shares":95483,"shareType":"SH","priorValue":3483404,"priorShares":45511},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":8390007,"shares":134888,"shareType":"SH","priorValue":1535755,"priorShares":24549},{"issuer":"WISDOMTREE TR","titleOfClass":"US LARGECAP FUND","cusip":"97717W588","value":8352690,"shares":107375,"shareType":"SH","priorValue":1150378,"priorShares":16890},{"issuer":"SEAGATE TECHNOLOGY HLDNGS PL","titleOfClass":"ORD SHS","cusip":"G7997R103","value":8261589,"shares":8561,"shareType":"SH","priorValue":947276,"priorShares":2418},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":8247041,"shares":32773,"shareType":"SH","priorValue":3737791,"priorShares":17186},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":8217953,"shares":165085,"shareType":"SH","priorValue":5188131,"priorShares":104158},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":8209574,"shares":61610,"shareType":"SH","priorValue":4383158,"priorShares":39566},{"issuer":"ISHARES TR","titleOfClass":"GLOBAL 100 ETF","cusip":"464287572","value":8136375,"shares":59564,"shareType":"SH","priorValue":7422495,"priorShares":61358},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":8135832,"shares":160613,"shareType":"SH","priorValue":4478959,"priorShares":89597},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 3000 ETF","cusip":"464287689","value":8032097,"shares":18837,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":7976452,"shares":11032,"shareType":"SH","priorValue":1231999,"priorShares":3605},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US QUALITY GROW","cusip":"025072307","value":7864300,"shares":66618,"shareType":"SH","priorValue":2255058,"priorShares":21471},{"issuer":"MARVELL TECHNOLOGY INC","titleOfClass":"COM","cusip":"573874104","value":7734648,"shares":25965,"shareType":"SH","priorValue":435566,"priorShares":4397},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":7671613,"shares":17704,"shareType":"SH","priorValue":558507,"priorShares":2614},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"QUALITY DIVRSFED","cusip":"025072406","value":7624815,"shares":109821,"shareType":"SH","priorValue":1091344,"priorShares":16677},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR CONV ETF","cusip":"78464A359","value":7615987,"shares":70636,"shareType":"SH","priorValue":611079,"priorShares":6677},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":7572721,"shares":8095,"shareType":"SH","priorValue":5177921,"priorShares":5196},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":7553331,"shares":3322,"shareType":"SH","priorValue":313858,"priorShares":494},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":7508618,"shares":45298,"shareType":"SH","priorValue":5580902,"priorShares":26974},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"SMIT UNCO BD ETF","cusip":"33740F888","value":7398025,"shares":297348,"shareType":"SH","priorValue":1360306,"priorShares":54917},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP DIV","cusip":"78464A763","value":7370871,"shares":48435,"shareType":"SH","priorValue":5221574,"priorShares":35779},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":7291963,"shares":39367,"shareType":"SH","priorValue":2115598,"priorShares":13081},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":7284845,"shares":73599,"shareType":"SH","priorValue":699281,"priorShares":7044},{"issuer":"ISHARES TR","titleOfClass":"CONV BD ETF","cusip":"46435G102","value":7257684,"shares":59616,"shareType":"SH"},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":7241772,"shares":49385,"shareType":"SH","priorValue":5454643,"priorShares":37764},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"BUYWRIT INCM ETF","cusip":"33738R308","value":7226629,"shares":303003,"shareType":"SH","priorValue":924682,"priorShares":40291},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":7213860,"shares":28600,"shareType":"SH","priorValue":4334591,"priorShares":23893},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":6994892,"shares":65069,"shareType":"SH","priorValue":6333961,"priorShares":64383},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"SHORT TERM ETF","cusip":"46138G888","value":6987409,"shares":66187,"shareType":"SH"},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":6947114,"shares":119366,"shareType":"SH","priorValue":8977490,"priorShares":153357},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":6921035,"shares":28483,"shareType":"SH","priorValue":7357893,"priorShares":33868},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":6863726,"shares":76179,"shareType":"SH","priorValue":899191,"priorShares":11959},{"issuer":"ISHARES TR","titleOfClass":"CORE 40 MODE ETF","cusip":"464289875","value":6839046,"shares":137083,"shareType":"SH","priorValue":3595662,"priorShares":75906},{"issuer":"PRINCIPAL EXCHANGE TRADED FD","titleOfClass":"US MEGA CP ETF","cusip":"74255Y870","value":6818396,"shares":91983,"shareType":"SH"},{"issuer":"ISHARES U S ETF TR","titleOfClass":"INFLATION HEDG","cusip":"46431W580","value":6767743,"shares":257513,"shareType":"SH","priorValue":1010327,"priorShares":38658},{"issuer":"WISDOMTREE TR","titleOfClass":"US VALUE FD","cusip":"97717W547","value":6753461,"shares":66393,"shareType":"SH","priorValue":1688075,"priorShares":17820},{"issuer":"ISHARES TR","titleOfClass":"MSCI ACWI ETF","cusip":"464288257","value":6719408,"shares":42807,"shareType":"SH","priorValue":1802054,"priorShares":13023},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQT MK","cusip":"25434V203","value":6718988,"shares":162885,"shareType":"SH","priorValue":401483,"priorShares":10305},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST SHOR CORP ETF","cusip":"78464A474","value":6668550,"shares":222211,"shareType":"SH","priorValue":1725130,"priorShares":57370},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":6667530,"shares":30801,"shareType":"SH","priorValue":3646930,"priorShares":18324},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG MIDCP","cusip":"67092P409","value":6584543,"shares":140216,"shareType":"SH","priorValue":2982990,"priorShares":72614},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":6566773,"shares":19256,"shareType":"SH","priorValue":1039675,"priorShares":6485},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":6552811,"shares":151896,"shareType":"SH","priorValue":1323453,"priorShares":33565},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":6518660,"shares":25667,"shareType":"SH","priorValue":3050327,"priorShares":12479},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":6420371,"shares":30175,"shareType":"SH","priorValue":1040368,"priorShares":5421},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":6399324,"shares":121383,"shareType":"SH","priorValue":797077,"priorShares":24191},{"issuer":"PACER FDS TR","titleOfClass":"EMRG MKT CASH","cusip":"69374H865","value":6341649,"shares":239109,"shareType":"SH","priorValue":4410605,"priorShares":165377},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG SMLCP","cusip":"67092P607","value":6339642,"shares":121636,"shareType":"SH","priorValue":3770621,"priorShares":83680},{"issuer":"BANK OF AMER CORP","titleOfClass":"7.25%CNV PFD L","cusip":"060505682","value":6327698,"shares":5044,"shareType":"SH","priorValue":4573207,"priorShares":3838},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":6319910,"shares":70338,"shareType":"SH","priorValue":2764983,"priorShares":44113},{"issuer":"STATE STR SPDR S&P MIDCAP 40","titleOfClass":"UTSER1 S&PDCRP","cusip":"78467Y107","value":6265098,"shares":8908,"shareType":"SH","priorValue":1220189,"priorShares":1978},{"issuer":"DIREXION SHARES ETF TRUST","titleOfClass":"NASDAQ 100 EQ WT","cusip":"25459Y207","value":6251914,"shares":51241,"shareType":"SH","priorValue":729910,"priorShares":7408},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"EATO VANC BD ETF","cusip":"61774R841","value":6234879,"shares":122952,"shareType":"SH","priorValue":3299975,"priorShares":65024},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST MAR DIVID ETF","cusip":"78463X533","value":6182622,"shares":150952,"shareType":"SH","priorValue":1610955,"priorShares":40804},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":6173081,"shares":116232,"shareType":"SH","priorValue":3028860,"priorShares":49443},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":6107125,"shares":17316,"shareType":"SH","priorValue":4029710,"priorShares":12252},{"issuer":"NEOS ETF TRUST","titleOfClass":"NASDAQ 100 HIGH","cusip":"78433H675","value":5999960,"shares":105652,"shareType":"SH","priorValue":1695687,"priorShares":34125},{"issuer":"WELLS FARGO & CO","titleOfClass":"PERP PFD CNV A","cusip":"949746804","value":5894915,"shares":5095,"shareType":"SH","priorValue":4389000,"priorShares":3800},{"issuer":"ASTERA LABS INC","titleOfClass":"COM","cusip":"04626A103","value":5892844,"shares":12200,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":5862039,"shares":95380,"shareType":"SH","priorValue":2356953,"priorShares":42452},{"issuer":"LEGG MASON ETF INVT","titleOfClass":"FRANKLIN INTL LW","cusip":"52468L505","value":5847652,"shares":144084,"shareType":"SH","priorValue":1726112,"priorShares":42578},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US QUALITY VAL","cusip":"025072208","value":5834783,"shares":83699,"shareType":"SH","priorValue":3208741,"priorShares":49349},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":5822305,"shares":116773,"shareType":"SH","priorValue":2208549,"priorShares":44295},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":5799537,"shares":11384,"shareType":"SH","priorValue":1853782,"priorShares":3067},{"issuer":"ISHARES TR","titleOfClass":"ULTRA SHORT DUR","cusip":"46434V878","value":5794496,"shares":114561,"shareType":"SH","priorValue":3783345,"priorShares":74740},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":5740620,"shares":15360,"shareType":"SH","priorValue":1798953,"priorShares":6339},{"issuer":"CAPITAL GROUP INTL FOCUS EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14019W109","value":5721127,"shares":165255,"shareType":"SH","priorValue":2926152,"priorShares":99225},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":5717074,"shares":95779,"shareType":"SH","priorValue":4619426,"priorShares":85466},{"issuer":"CAPITAL GROUP CORE BALANCED","titleOfClass":"SHS","cusip":"14021D107","value":5686368,"shares":149799,"shareType":"SH","priorValue":424547,"priorShares":12338},{"issuer":"ALPS ETF TR","titleOfClass":"OSHARES US QUALT","cusip":"00162Q387","value":5649669,"shares":96857,"shareType":"SH","priorValue":3161221,"priorShares":56785},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":5571389,"shares":67409,"shareType":"SH","priorValue":3696276,"priorShares":44668},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":5555391,"shares":19755,"shareType":"SH","priorValue":2985415,"priorShares":12317},{"issuer":"EA SERIES TRUST","titleOfClass":"ALPHA ARCH 1-3","cusip":"02072L565","value":5488828,"shares":46877,"shareType":"SH"},{"issuer":"WISDOMTREE TR","titleOfClass":"FLOATNG RAT TREA","cusip":"97717Y527","value":5435280,"shares":107950,"shareType":"SH","priorValue":3769571,"priorShares":74882},{"issuer":"CAPITAL GROUP DIVIDEND GROWE","titleOfClass":"SHS ETF","cusip":"14021L109","value":5431346,"shares":144797,"shareType":"SH","priorValue":3257362,"priorShares":90734},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"MSCI INFO TECH I","cusip":"316092808","value":5426445,"shares":19001,"shareType":"SH","priorValue":1981414,"priorShares":9524},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":5416091,"shares":23853,"shareType":"SH","priorValue":427507,"priorShares":2025},{"issuer":"GLOBAL X FDS","titleOfClass":"DEFENSE TECH ETF","cusip":"37960A529","value":5363378,"shares":89824,"shareType":"SH","priorValue":1094903,"priorShares":15456},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR RATE ETF","cusip":"78468R200","value":5302066,"shares":171866,"shareType":"SH","priorValue":8849773,"priorShares":287517},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":5199093,"shares":35477,"shareType":"SH","priorValue":2742027,"priorShares":18639},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":5112667,"shares":14119,"shareType":"SH","priorValue":2075395,"priorShares":5899},{"issuer":"DELL TECHNOLOGIES INC","titleOfClass":"CL C","cusip":"24703L202","value":5086014,"shares":11788,"shareType":"SH","priorValue":302725,"priorShares":1844},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":5077690,"shares":94715,"shareType":"SH","priorValue":2471262,"priorShares":50056},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":5043184,"shares":16785,"shareType":"SH","priorValue":4239987,"priorShares":17097}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}