Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies S&P Annual PTP with Cap Indexed Annuities | Other securities | — | $500K | $605K | 29.4% | |
| First Trust Enhanced ETF Short Maturity Stocks, Options, and ETFs | Other securities | — | $68K | $68K | 3.3% | |
| Goldman Sachs ETF Trust ETF Activebeta US Large Cap Equity ETF Stocks, Options, and ETFs | Other securities | — | $47K | $66K | 3.2% | |
| First Trust ETF FD VII ETF TCW Opportunistic FDX Income ETF Stocks, Options, and ETFs | Other securities | — | $66K | $64K | 3.1% | |
| First Trust Mid Cap ETF Core Alphadex Fund Stocks, Options, and ETFs | Other securities | — | $51K | $61K | 3.0% | |
| First Trust Rising ETF Dividend Achievers Stocks, Options, and ETFs | Other securities | — | $50K | $59K | 2.9% | |
| 10 First Trust Capital Stocks, Options, and ETFs | Common Stock | — | $47K | $56K | 2.7% | |
| First Trust Health Careetf Alphadex Fund Stocks, Options, and ETFs | Other securities | — | $49K | $45K | 2.2% | |
| Goldman Sachs International Equity Class Mutual Funds | Other securities | — | $36K | $35K | 1.7% | |
| First Trust Fund IV ETF Senior Loan Fund Stocks, Options, and ETFs | Common Collective Trusts | — | $36K | $35K | 1.7% | |
| FT CBOE Vest S&P 500 ETF Dividend Aristocrats Target Income ETF Stocks, Options, and ETFs | Other securities | — | $38K | $35K | 1.7% | |
| FORTHEYEARENDED DECEMBER 31 | Other securities | — | — | $31K | 1.5% | |
| First Trust Exchange ETF Traded FD IV Stocks, Options, and ETFs | Other securities | — | $29K | $28K | 1.4% | |
| AMG Funds Yacktman Fund Mutual Funds | Other securities | — | $27K | $28K | 1.3% | |
| Invesco QQQ TR ETF Unit Ser 1 Stocks, Options, and ETFs | Other securities | — | $21K | $26K | 1.2% | |
| First Trust Merger Arbitrage Fund Class I VARBX Mutual Funds | Other securities | — | $25K | $25K | 1.2% | |
| Global X Funds ETF Global X Artificial Intelligence & Tech Stocks, Options, and ETFs | Other securities | — | $22K | $23K | 1.1% | |
| Raytheon Tech Corp SR Unsecured Callable Bonds | Common Stock | — | $22K | $22K | 1.1% | |
| Pfizer Inc SR Unsecured Note Bonds | Common Stock | — | $22K | $22K | 1.1% | |
| JP Morgan Chase & Co Stocks, Options, and ETFs | Common Stock | — | $13K | $22K | 1.1% | |
| Toyota Motor Credit Corp Medium Term Note Bonds | Common Stock | — | $21K | $22K | 1.1% | |
| Chevron Corporation Stocks, Options, and ETFs | Common Stock | — | $21K | $19K | 0.9% | |
| Visa Inc Class A Stocks, Options, and ETFs | Common Stock | — | $16K | $19K | 0.9% | |
| Palo Alto Networks Stocks, Options, and ETFs | Other securities | — | $16K | $18K | 0.9% | |
| Berkshire Hathaway Inc Stocks, Options, and ETFs | Common Stock | — | $11K | $18K | 0.9% | |
| Registered Investment Companies Microsoft Corp Stocks, Options, and ETFs | Common Stock | — | $12K | $17K | 0.8% | |
| Phillips 66 Stocks, Options, and ETFs | Other securities | — | $13K | $17K | 0.8% | |
| Nextera Energy Inc. Stocks, Options, and ETFs | Common Stock | — | $18K | $17K | 0.8% | |
| Duke Energy Corp Stocks, Options, and ETFs | Common Stock | — | $15K | $15K | 0.7% | |
| Union Pacific Corp Stocks, Options, and ETFs | Common Stock | — | $13K | $14K | 0.7% | |
| Adobe Systems Inc Stocks, Options, and ETFs | Common Stock | — | $16K | $13K | 0.6% | |
| 11 Eli Lilly & Co Stocks, Options, and ETFs | Common Stock | — | $4K | $13K | 0.6% | |
| Amgen Inc Stocks, Options, and ETFs | Common Stock | — | $15K | $13K | 0.6% | |
| Amazon Inc Stocks, Options, and ETFs | Common Stock | — | $8K | $13K | 0.6% | |
| Danaher Corp Stocks, Options, and ETFs | Common Stock | — | $14K | $13K | 0.6% | |
| Illionois Tool Works Inc Stocks, Options, and ETFs | Common Stock | — | $9K | $12K | 0.6% | |
| First Trust Emerging ETF Markets Alphadex Fund Stocks, Options, and ETFs | Other securities | — | $14K | $12K | 0.6% | |
| Lincoln National Corp SR Unsecured Callable Bonds | Common Stock | — | $11K | $12K | 0.6% | |
| Exxon Mobil Corporation SR Unsecured Callable Bonds | Common Stock | — | $11K | $12K | 0.6% | |
| Metlife Inc SR Unsecured Note Bonds | Common Stock | — | $11K | $11K | 0.5% | |
| Automatic Data Processing SR Unsecured Callable Bonds | Other securities | — | $11K | $11K | 0.5% | |
| Dexcom Inc Stocks, Options, and ETFs | Common Stock | — | $16K | $11K | 0.5% | |
| Berkshire Hathaway Inc SR Unsecured Note Callable Bonds | Common Stock | — | $11K | $11K | 0.5% | |
| Bristol-Myers Squibb Co SR Unsecured Callable Bonds | Common Stock | — | $11K | $11K | 0.5% | |
| International Buisness Machine Corp Stocks, Options, and ETFs | Common Stock | — | $6K | $10K | 0.5% | |
| Aflac Inc Stocks, Options, and ETFs | Common Stock | — | $5K | $10K | 0.5% | |
| Cisco Systems Inc Stocks, Options, and ETFs | Common Stock | — | $8K | $10K | 0.5% | |
| Caterpillar Inc Stocks, Options, and ETFs | Common Stock | — | $6K | $9K | 0.5% | |
| Apple Inc Stocks, Options, and ETFs | Common Stock | — | $5K | $9K | 0.4% | |
| Air Products & Chemicals Inc Stocks, Options, and ETFs | Common Stock | — | $8K | $9K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
