ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
49.4%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 5.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 269.24K | SH | $90.27M 21.41% | 0.00 | 0.00 | 269.24K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.09M | SH | $80.43M 19.08% | 0.00 | 0.00 | 1.09M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 513.64K | SH | $37.78M 8.96% | 0.00 | 0.00 | 513.64K |
ISHARES GOLD TRSOLE | ISHARES NEW | 378.71K | SH | $30.74M 7.29% | 0.00 | 0.00 | 378.71K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 104.32K | SH | $26.39M 6.26% | 0.00 | 0.00 | 104.32K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 163.24K | SH | $23.04M 5.46% | 0.00 | 0.00 | 163.24K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 449.68K | SH | $20.55M 4.87% | 0.00 | 0.00 | 449.68K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 389.48K | SH | $15.15M 3.59% | 0.00 | 0.00 | 389.48K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 250.34K | SH | $12.64M 3.00% | 0.00 | 0.00 | 250.34K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 135.28K | SH | $12.36M 2.93% | 0.00 | 0.00 | 135.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 278.78K | SH | $9.43M 2.24% | 0.00 | 0.00 | 278.78K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 159.76K | SH | $8.99M 2.13% | 0.00 | 0.00 | 159.76K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.54K | SH | $7.71M 1.83% | 0.00 | 0.00 | 12.54K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 149.49K | SH | $7.28M 1.73% | 0.00 | 0.00 | 149.49K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 89.65K | SH | $6.91M 1.64% | 0.00 | 0.00 | 89.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 213.79K | SH | $5.66M 1.34% | 0.00 | 0.00 | 213.79K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 95.77K | SH | $3.12M 0.74% | 0.00 | 0.00 | 95.77K |
MICROSOFT CORPSOLE | COM | 6.25K | SH | $3.02M 0.72% | 0.00 | 0.00 | 6.25K |
ISHARES TRSOLE | INTERNATIONAL SL | 71.32K | SH | $2.96M 0.70% | 0.00 | 0.00 | 71.32K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 31.26K | SH | $2.94M 0.70% | 0.00 | 0.00 | 31.26K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.76K | SH | $2.39M 0.57% | 0.00 | 0.00 | 4.76K |
APPLE INCSOLE | COM | 6.22K | SH | $1.69M 0.40% | 0.00 | 0.00 | 6.22K |
ISHARES TRSOLE | 20 YR TR BD ETF | 18.94K | SH | $1.65M 0.39% | 0.00 | 0.00 | 18.94K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 57.76K | SH | $1.58M 0.38% | 0.00 | 0.00 | 57.76K |
RTX CORPORATIONSOLE | COM | 5.46K | SH | $1.00M 0.24% | 0.00 | 0.00 | 5.46K |