TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
25.1%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 8.21M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.21M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI EAFE ETF | 787.61K | SH | $81.82M 12.28% | 0.00 | 0.00 | 787.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 116.32K | SH | $43.04M 6.46% | 0.00 | 0.00 | 116.32K |
THE BALDWIN INSURANCE GRP INSOLE | COM CL A | 1.58M | SH | $42.07M 6.31% | 0.00 | 0.00 | 1.58M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 344.22K | SH | $29.43M 4.42% | 0.00 | 0.00 | 344.22K |
ALPHABET INCSOLE | CAP STK CL A | 58.58K | SH | $20.93M 3.14% | 0.00 | 0.00 | 58.58K |
NVIDIA CORPORATIONSOLE | COM | 84.94K | SH | $17.00M 2.55% | 0.00 | 0.00 | 84.94K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 54.81K | SH | $16.47M 2.47% | 0.00 | 0.00 | 54.81K |
APPLE INCSOLE | COM | 51.14K | SH | $14.80M 2.22% | 0.00 | 0.00 | 51.14K |
ISHARES TRSOLE | MSCI ACWI ETF | 83.08K | SH | $13.04M 1.96% | 0.00 | 0.00 | 83.08K |
EXXON MOBIL CORPSOLE | COM | 90.08K | SH | $12.32M 1.85% | 0.00 | 0.00 | 90.08K |
ALPHABET INCSOLE | CAP STK CL C | 34.81K | SH | $12.30M 1.85% | 0.00 | 0.00 | 34.81K |
AMAZON COM INCSOLE | COM | 48.39K | SH | $11.53M 1.73% | 0.00 | 0.00 | 48.39K |
MICROSOFT CORPSOLE | COM | 28.37K | SH | $10.58M 1.59% | 0.00 | 0.00 | 28.37K |
META PLATFORMS INCSOLE | CL A | 16.47K | SH | $9.28M 1.39% | 0.00 | 0.00 | 16.47K |
MARINEMAX INCSOLE | COM | 180.02K | SH | $6.59M 0.99% | 0.00 | 0.00 | 180.02K |
JPMORGAN CHASE & COSOLE | COM | 19.98K | SH | $6.54M 0.98% | 0.00 | 0.00 | 19.98K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 83.99K | SH | $5.98M 0.90% | 0.00 | 0.00 | 83.99K |
JOHNSON & JOHNSONSOLE | COM | 19K | SH | $4.83M 0.72% | 0.00 | 0.00 | 19K |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.30K | SH | $4.82M 0.72% | 0.00 | 0.00 | 8.30K |
BROADCOM INCSOLE | COM | 12.58K | SH | $4.75M 0.71% | 0.00 | 0.00 | 12.58K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.04K | SH | $4.56M 0.68% | 0.00 | 0.00 | 15.04K |
GOLDMAN SACHS GROUP INCSOLE | COM | 4K | SH | $4.05M 0.61% | 0.00 | 0.00 | 4K |
CITIGROUP INCSOLE | COM NEW | 28.02K | SH | $3.92M 0.59% | 0.00 | 0.00 | 28.02K |
CHEMOURS COSOLE | COM | 190.01K | SH | $3.90M 0.59% | 0.00 | 0.00 | 190.01K |
TALOS ENERGY INCSOLE | COM | 300.10K | SH | $3.87M 0.58% | 0.00 | 0.00 | 300.10K |