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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 Sept. 6, 2019
      • $13.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 75K
      • $179.5K
        Estimated Average Account Balance


    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    John Joseph Barry
    October 2002
    Curt R. Christensen, CFP®
    August 2006
    Don Unger, MSFS
    November 2012
    Bryan Karsner, CFP®, ChFC®
    April 2016
    James Lee Johnson
    January 2001

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Midwestern United Life Insurance Company -- --
      Pomona Capital IAR $5,790,151,468
      Reliastar Life Insurance Company -- --
      Reliastar Life Insurance Company of New York -- --
      Security Life of Denver Insurance Company -- --
      Voya Alternative Asset Management LLC IAR $21,545,810,674
      Voya America Equities, Inc. Broker-Dealer --
      Voya Financial Partners, LLC Dual Registrant $311,548,377
      Voya Institutional Trust Company -- --
      Voya Investment Management (Uk) Limited Dual Registrant $52,750,000
      Voya Investment Management Co. LLC IAR $108,248,624,160
      Voya Investment Management LLC IAR $59,366,716,629
      Voya Investments Distributor, LLC Broker-Dealer --
      Voya Investments, LLC IAR $81,799,454,754
      Voya Retirement Advisors, LLC IAR $16,130,621,150
      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%
        Kay Ann Kemp Vice President, Field Operations May, 2016 less than 5%
          Source: SEC


          Types of Compensation Arrangements

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