Institutional Manager · CIK 0002090165
INVESTED ADVISORS
STATE COLLEGE, PA · File #028-25801
Latest AUM
$96.6M
Positions
134
Top-10 Concentration
49.5%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287226 | 52,112 | $5.2M | 7.42% |
| 2 | ISHARES TR | 464288158 | 43,193 | $4.6M | 6.57% |
| 3 | ISHARES TR | 464287200 | 6,036 | $4.1M | 5.90% |
| 4 | APPLE INC | AAPL | 13,084 | $3.6M | 5.07% |
| 5 | ISHARES TR | 464287614 | 6,665 | $3.2M | 4.50% |
| 6 | ISHARES TR | 464287598 | 14,934 | $3.1M | 4.48% |
| 7 | ISHARES TR | 464288240 | 44,065 | $3.0M | 4.22% |
| 8 | ISHARES TR | 46432F859 | 59,542 | $2.9M | 4.14% |
| 9 | MICROSOFT CORP | MSFT | 5,534 | $2.7M | 3.82% |
| 10 | ABRDN ETFS | 003261104 | 119,502 | $2.3M | 3.33% |
| 11 | ALPHABET INC | GOOG | 5,813 | $1.8M | 2.60% |
| 12 | SPDR SERIES TRUST | 78464A854 | 22,200 | $1.8M | 2.54% |
| 13 | JOHNSON & JOHNSON | JNJ | 7,690 | $1.6M | 2.27% |
| 14 | ISHARES TR | 464288414 | 14,786 | $1.6M | 2.26% |
| 15 | ISHARES TR | 46429B663 | 12,169 | $1.5M | 2.11% |
| 16 | NVIDIA CORPORATION | NVDA | 7,687 | $1.4M | 2.04% |
| 17 | ISHARES TR | 464288448 | 34,939 | $1.4M | 1.97% |
| 18 | BROADCOM INC | AVGO | 3,971 | $1.4M | 1.96% |
| 19 | WISDOMTREE TR | WT | 41,008 | $1.4M | 1.96% |
| 20 | SPDR SERIES TRUST | 78464A870 | 8,888 | $1.1M | 1.55% |