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ETF Holdings

Name Assets
ProShares UltraPro QQQ $30,024,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $25,334,000
SPDR Bloomberg Barclays International Treasury Bond ETF $25,079,000
iShares 20+ Year Treasury Bond ETF $24,987,000
SPDR Bloomberg Barclays High Yield Bond ETF $24,562,000
iShares Nasdaq Biotechnology ETF $20,196,000
SPDR S&P MidCap 400 ETF $18,504,000
Vanguard Total Bond Market Index Fund $16,796,000
iShares 1-3 Year Treasury Bond ETF $14,920,000
Vanguard Total Stock Market Index Fund $13,625,000
iShares Core US Aggregate Bond ETF $12,911,000
iShares MSCI EAFE ETF $12,143,000
SPDR Dow Jones Global Real Estate ETF $12,000,000
iShares Core S&P Small-Cap ETF $11,815,000
SPDR S&P 500 ETF Trust $11,582,000
SPDR Bloomberg Barclays Intermediate Term Treasury ETF $11,302,000
iShares MSCI Emerging Markets ETF $9,382,000
iShares MBS ETF $9,129,000
iShares 7-10 Year Treasury Bond ETF $9,044,000
iShares Core S&P 500 ETF $8,666,000
iShares 3-7 Year Treasury Bond ETF $8,367,000
iShares S&P Small-Cap 600 Growth ETF $8,225,000
Vanguard Value Index Fund $8,056,000
First Trust Large Cap Value AlphaDEX Fund $5,821,000
Vanguard Emerging Markets Stock Index Fund $5,469,000
Vanguard Growth Index Fund $5,366,000
PowerShares Dynamic Large Cap Growth Portfolio $4,805,000
iShares Short Treasury Bond ETF $4,659,000
First Trust Large Cap Core AlphaDEX Fund $4,505,000
Vanguard Small-Cap Index Fund $4,192,000
PowerShares Dynamic Pharmaceuticals Portfolio $3,699,000
Energy Select Sector SPDR Fund $3,074,000
SPDR MSCI ACWI ex-US ETF $2,718,000
Vanguard Dividend Appreciation Index Fund $2,708,000
iShares iBoxx $ High Yield Corporate Bond ETF $2,574,000
Vanguard FTSE All-World ex US Index Fund $2,396,000
iShares US Preferred Stock ETF $2,241,000
SPDR S&P Dividend ETF $2,071,000
iShares TIPS Bond ETF $1,960,000
iShares Russell 1000 Growth ETF $1,937,000
Vanguard Tax-Managed International Fund $1,839,000
Vanguard Short-Term Bond Index Fund $1,817,000
Vanguard Short-Term Corporate Bond Index Fund $1,622,000
Vanguard European Stock Index Fund $1,582,000
iShares S&P 500 Growth ETF $1,554,000
iShares Russell 1000 Value ETF $1,430,000
iShares Intermediate Credit Bond ETF $1,337,000
PowerShares Preferred Portfolio $1,310,000
SPDR Gold Shares $1,310,000
PowerShares Financial Preferred Portfolio $1,270,000
iShares Core S&P Mid-Cap ETF $1,268,000
Vanguard Mid-Cap Value Index Fund $1,232,000
iShares JPMorgan USD Emerging Markets Bond ETF $1,190,000
First Trust NYSE Arca Biotechnology Index Fund $1,149,000
Vanguard REIT Index Fund $1,144,000
iShares 10+ Year Credit Bond ETF $1,125,000
iShares 1-3 Year Credit Bond ETF $1,113,000
Vanguard Small-Cap Growth Index Fund $1,094,000
iShares Silver Trust $1,076,000
First Trust Health Care AlphaDEX Fund $1,068,000
Guggenheim S&P 500 Equal Weight Consumer Staples ETF $971,000
Guggenheim S&P 500 Equal Weight ETF $940,000
iShares US Utilities ETF $902,000
Vanguard Mid-Cap Growth Index Fund $827,000
Vanguard Mid-Cap Index Fund $790,000
First Trust Dow Jones Internet Index Fund $777,000
First Trust Mid Cap Core AlphaDEX Fund $764,000
Vanguard Small-Cap Value Index Fund $763,000
iShares Russell 2000 ETF $751,000
iShares US Financials ETF $718,000
iShares Russell Mid-Cap ETF $695,000
iShares Select Dividend ETF $656,000
PowerShares DWA Momentum Portfolio $654,000
First Trust Consumer Staples AlphaDEX Fund $626,000
Technology Select Sector SPDR Fund $626,000
iShares US Real Estate ETF $621,000
iShares Russell 3000 ETF $617,000
Vanguard Pacific Stock Index Fund $610,000
Guggenheim S&P MidCap 400 Pure Growth ETF $609,000
iShares National Muni Bond ETF $601,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $584,000
First Trust Consumer Discretionary AlphaDEX Fund $582,000
iShares S&P Mid-Cap 400 Growth ETF $579,000
Vanguard Energy Index Fund $534,000
WisdomTree MidCap Earnings Fund $533,000
VanEck Vectors High-Yield Municipal Index ETF $519,000
iShares Morningstar Large-Cap Growth ETF $512,000
Vanguard Mega Cap Growth Index Fund $484,000
Health Care Select Sector SPDR Fund $473,000
PowerShares FTSE RAFI US 1000 Portfolio $467,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $458,000
Financial Select Sector SPDR Fund $444,000
SPDR Dow Jones Industrial Average ETF Trust $421,000
WisdomTree Europe SmallCap Dividend Fund $404,000
First Trust Value Line Dividend Index Fund $322,000
iShares MSCI EAFE Value ETF $322,000
Utilities Select Sector SPDR Fund $319,000
SPDR S&P Regional Banking ETF $308,000
VanEck Vectors Gold Miners ETF $304,000
iShares Global Healthcare ETF $299,000
Consumer Discretionary Select Sector SPDR Fund $235,000
Vanguard Health Care Index Fund $233,000
Vanguard Information Technology Index Fund $226,000
iShares Cohen & Steers REIT ETF $222,000
iShares Global Tech ETF $210,000
SPDR S&P International Small Cap ETF $206,000
iShares International Select Dividend ETF $205,000
iShares Gold Trust $169,000
PowerShares International Dividend Achievers Portfolio $163,000
iPath Exchange Traded Notes S&P GSCI Crude Oil Total Return Index Medium-Term Notes Series A $96,000
First Trust Natural Gas ETF $88,000



    Last updated on June 30, 2018
      • $11.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 60K
      • $186.3K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types


    Current Advisors

    # of advisors


    name start date
    Curt R. Christensen, CFP®
    August 2006
    John Joseph Barry
    October 2002
    Bryan Karsner, CFP®, ChFC®
    April 2016
    Don Unger, MSFS
    November 2012
    Robert Marvin Herman
    January 2004

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Directed Services LLC Dual Registrant $38,420,650,959
      Midwestern United Life Insurance Company -- --
      Pomona Capital IAR $5,394,336,947
      Reliastar Life Insurance Company -- --
      Reliastar Life Insurance Company of New York -- --
      Security Life of Denver Insurance Company -- --
      Voya Alternative Asset Management LLC IAR $12,273,934,585
      Voya America Equities, Inc. Broker-Dealer --
      Voya Financial Partners, LLC Dual Registrant $273,362,138
      Voya Insurance and Annuity Company -- --
      Voya Investment Management (Uk) Limited Dual Registrant $52,750,000
      Voya Investment Management Co. LLC IAR $91,829,458,274
      Voya Investment Management LLC IAR $89,892,265,108
      Voya Investments Distributor, LLC Broker-Dealer --
      Voya Investments, LLC IAR $51,877,543,848
      Voya Retirement Advisors, LLC IAR $11,292,737,070
      Voya Retirement Insurance and Annuity Company -- --



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Kristin Henderson Hultgren Chief Financial Officer March, 2010 less than 5%
        Daniel Paul Burkott Chief Compliance Officer July, 2016 less than 5%
        Thomas William Halloran President And Director November, 2013 less than 5%
        Dennis John Miles Vp, Participant Service And Sales Solutions May, 2017 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions