MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
65.6%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STK CL CSOLE | Exchange-Traded Equity Securities | 52.07K | SH | $14.94M 7.87% | 0.00 | 0.00 | 52.07K |
APPLE INC COMSOLE | Exchange-Traded Equity Securities | 58.53K | SH | $14.85M 7.83% | 0.00 | 0.00 | 58.53K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 44K | SH | $14.12M 7.44% | 0.00 | 0.00 | 44K |
WALMART INC COMSOLE | Exchange-Traded Equity Securities | 100.21K | SH | $12.48M 6.58% | 0.00 | 0.00 | 100.21K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Exchange-Traded Equity Securities | 25.23K | SH | $12.09M 6.37% | 0.00 | 0.00 | 25.23K |
COSTCO WHOLESALE CORPORATION COMSOLE | Exchange-Traded Equity Securities | 11.70K | SH | $11.66M 6.15% | 0.00 | 0.00 | 11.70K |
JPMORGAN CHASE & CO COMSOLE | Exchange-Traded Equity Securities | 39.21K | SH | $11.53M 6.08% | 0.00 | 0.00 | 39.21K |
AMERICAN EXPRESS CO COMSOLE | Exchange-Traded Equity Securities | 38.04K | SH | $11.51M 6.07% | 0.00 | 0.00 | 38.04K |
NVIDIA CORPORATION COMSOLE | Exchange-Traded Equity Securities | 62.38K | SH | $10.88M 5.74% | 0.00 | 0.00 | 62.38K |
AMAZON COM INC COMSOLE | Exchange-Traded Equity Securities | 49.73K | SH | $10.36M 5.46% | 0.00 | 0.00 | 49.73K |
MICROSOFT CORP COMSOLE | Exchange-Traded Equity Securities | 25.03K | SH | $9.27M 4.88% | 0.00 | 0.00 | 25.03K |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 54.78K | SH | $7.80M 4.11% | 0.00 | 0.00 | 54.78K |
ALPHABET INC CAP STK CL ASOLE | Exchange-Traded Equity Securities | 13.76K | SH | $3.96M 2.09% | 0.00 | 0.00 | 13.76K |
ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETFSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 144.94K | SH | $3.37M 1.78% | 0.00 | 0.00 | 144.94K |
TESLA INC COMSOLE | Exchange-Traded Equity Securities | 7.77K | SH | $2.89M 1.52% | 0.00 | 0.00 | 7.77K |
SPDR GOLD SHARESSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 6.15K | SH | $2.65M 1.40% | 0.00 | 0.00 | 6.15K |
ISHARES GOLD TRUSTSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 26.25K | SH | $2.31M 1.22% | 0.00 | 0.00 | 26.25K |
STATE STREET SPDR S&P 500 ETFSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 3.42K | SH | $2.23M 1.17% | 0.00 | 0.00 | 3.42K |
INVESCO QQQ TRUST SERIES ISOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 3.56K | SH | $2.06M 1.08% | 0.00 | 0.00 | 3.56K |
DISNEY WALT CO COMSOLE | Exchange-Traded Equity Securities | 19.59K | SH | $1.89M 1.00% | 0.00 | 0.00 | 19.59K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | Securities Issued by Registered Investment Companies or Business Development Companies | 23.84K | SH | $1.84M 0.97% | 0.00 | 0.00 | 23.84K |
META PLATFORMS INC CL ASOLE | Exchange-Traded Equity Securities | 2.65K | SH | $1.52M 0.80% | 0.00 | 0.00 | 2.65K |
VANGUARD S&P 500 ETFOTR | Securities Issued by Registered Investment Companies or Business Development Companies | 2.31K | SH | $1.38M 0.73% | 0.00 | 0.00 | 2.31K |
SILICON LABORATORIES INC COMOTR | Exchange-Traded Equity Securities | 6.70K | SH | $1.38M 0.73% | 0.00 | 0.00 | 6.70K |
PALANTIR TECHNOLOGIES INC CL ASOLE | Exchange-Traded Equity Securities | 8.15K | SH | $1.19M 0.63% | 0.00 | 0.00 | 8.15K |