SAINT PETERSBURG, FL
Allocation by class
Portfolio Concentration
Top 3 weight
17.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Full voting authority
991.33K
shares
Joint voting authority
0.00
shares
No voting authority
56.34K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | Exchange Traded Fund | 135.02K | SH | $10.88M 7.22% | 131.29K | 0.00 | 3.73K |
APPLE INCOTR | Common Stock | 26.94K | SH | $7.80M 5.17% | 26.23K | 0.00 | 709.00 |
MICROSOFT CORPSOLE | Common Stock | 18.99K | SH | $7.08M 4.70% | 18.61K | 0.00 | 383.00 |
NVIDIA CORPORATIONSOLE | Common Stock | 34.63K | SH | $6.93M 4.60% | 33.91K | 0.00 | 712.00 |
VANGUARD TAX-MANAGED FDSOTR | Exchange Traded Fund | 96.03K | SH | $6.84M 4.54% | 95.09K | 0.00 | 939.00 |
ISHARES TROTR | Exchange Traded Fund | 70.09K | SH | $6.77M 4.49% | 66.27K | 0.00 | 3.82K |
ALPHABET INCSOLE | Common Stock | 15.51K | SH | $5.54M 3.68% | 15.26K | 0.00 | 255.00 |
DIMENSIONAL ETF TRUSTSOLE | Exchange Traded Fund | 58.26K | SH | $4.80M 3.18% | 58.26K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | Exchange Traded Fund | 47.09K | SH | $4.54M 3.02% | 47.09K | 0.00 | 0.00 |
AMAZON COM INCOTR | Common Stock | 18.50K | SH | $4.41M 2.93% | 17.55K | 0.00 | 946.00 |
BROADCOM INCOTR | Common Stock | 9.19K | SH | $3.47M 2.30% | 8.43K | 0.00 | 758.00 |
JPMORGAN CHASE & COSOLE | Common Stock | 9.82K | SH | $3.22M 2.13% | 9.22K | 0.00 | 606.00 |
ALPHABET INCOTR | Common Stock | 8.85K | SH | $3.13M 2.08% | 8.44K | 0.00 | 417.00 |
VISA INCSOLE | Common Stock | 7.74K | SH | $2.65M 1.76% | 7.34K | 0.00 | 400.00 |
ABBVIE INCOTR | Common Stock | 10.46K | SH | $2.63M 1.75% | 10.06K | 0.00 | 403.00 |
EXXON MOBIL CORPSOLE | Common Stock | 17.54K | SH | $2.40M 1.59% | 17.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | Common Stock | 2.04K | SH | $2.18M 1.44% | 1.99K | 0.00 | 53.00 |
UNION PAC CORPSOLE | Common Stock | 7.76K | SH | $2.11M 1.40% | 7.65K | 0.00 | 117.00 |
BERKSHIRE HATHAWAY INC DELOTR | Common Stock | 4.03K | SH | $2.01M 1.34% | 4.02K | 0.00 | 7.00 |
EATON CORP PLCOTR | Common Stock | 4.50K | SH | $1.92M 1.27% | 4.16K | 0.00 | 339.00 |
CISCO SYS INCSOLE | Common Stock | 14.61K | SH | $1.72M 1.14% | 13.79K | 0.00 | 819.00 |
BOOKING HOLDINGS INCSOLE | Common Stock | 9.59K | SH | $1.71M 1.13% | 9.59K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 2.99K | SH | $1.68M 1.12% | 2.87K | 0.00 | 125.00 |
MERCK & CO INCOTR | Common Stock | 12.28K | SH | $1.58M 1.05% | 12.28K | 0.00 | 0.00 |
WALMART INCSOLE | Common Stock | 13.23K | SH | $1.50M 0.99% | 11.95K | 0.00 | 1.29K |