TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 8.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI EAFE ETF | 788.08K | SH | $76.55M 12.26% | 0.00 | 0.00 | 788.08K |
THE BALDWIN INSURANCE GRP INSOLE | COM CL A | 1.72M | SH | $37.68M 6.03% | 0.00 | 0.00 | 1.72M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 116.33K | SH | $37.32M 5.98% | 0.00 | 0.00 | 116.33K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 346.24K | SH | $26.70M 4.28% | 0.00 | 0.00 | 346.24K |
ALPHABET INCSOLE | CAP STK CL A | 57.12K | SH | $16.42M 2.63% | 0.00 | 0.00 | 57.12K |
EXXON MOBIL CORPSOLE | COM | 90.07K | SH | $15.28M 2.45% | 0.00 | 0.00 | 90.07K |
NVIDIA CORPORATIONSOLE | COM | 80.21K | SH | $13.99M 2.24% | 0.00 | 0.00 | 80.21K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 54.81K | SH | $13.59M 2.18% | 0.00 | 0.00 | 54.81K |
APPLE INCSOLE | COM | 49.21K | SH | $12.49M 2.00% | 0.00 | 0.00 | 49.21K |
ISHARES TRSOLE | MSCI ACWI ETF | 83.08K | SH | $11.50M 1.84% | 0.00 | 0.00 | 83.08K |
MICROSOFT CORPSOLE | COM | 27.46K | SH | $10.16M 1.63% | 0.00 | 0.00 | 27.46K |
ALPHABET INCSOLE | CAP STK CL C | 35.34K | SH | $10.14M 1.62% | 0.00 | 0.00 | 35.34K |
AMAZON COM INCSOLE | COM | 45.91K | SH | $9.56M 1.53% | 0.00 | 0.00 | 45.91K |
META PLATFORMS INCSOLE | CL A | 11.24K | SH | $6.43M 1.03% | 0.00 | 0.00 | 11.24K |
JPMORGAN CHASE & COSOLE | COM | 20.25K | SH | $5.96M 0.95% | 0.00 | 0.00 | 20.25K |
ONESTREAM INCSOLE | CL A | 227.22K | SH | $5.46M 0.87% | 0.00 | 0.00 | 227.22K |
MARINEMAX INCSOLE | COM | 180.02K | SH | $4.87M 0.78% | 0.00 | 0.00 | 180.02K |
JOHNSON & JOHNSONSOLE | COM | 19.39K | SH | $4.74M 0.76% | 0.00 | 0.00 | 19.39K |
TALOS ENERGY INCSOLE | COM | 300.08K | SH | $4.73M 0.76% | 0.00 | 0.00 | 300.08K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 71.99K | SH | $4.61M 0.74% | 0.00 | 0.00 | 71.99K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 14.94K | SH | $3.91M 0.63% | 0.00 | 0.00 | 14.94K |
CHEMOURS COSOLE | COM | 170K | SH | $3.75M 0.60% | 0.00 | 0.00 | 170K |
SUNOCO LP/SUNOCO FIN CORPSOLE | COM UT REP LP | 56.80K | SH | $3.69M 0.59% | 0.00 | 0.00 | 56.80K |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.27K | SH | $3.61M 0.58% | 0.00 | 0.00 | 4.27K |
BROADCOM INCSOLE | COM | 10.88K | SH | $3.37M 0.54% | 0.00 | 0.00 | 10.88K |