CORAL GABLES, FL
Allocation by class
Portfolio Concentration
Top 3 weight
7.4%
Top 10 weight
19.0%
Voting Authority Distribution
Total shares with voting rights: 3.93M
Full voting authority
3.93M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 86.04K | SH | $4.30M 2.82% | 86.04K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 84.79K | SH | $3.77M 2.47% | 84.79K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 16.13K | SH | $3.20M 2.10% | 16.13K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 42.32K | SH | $2.78M 1.82% | 42.32K | 0.00 | 0.00 |
ISHARES TRSOLE | GL TIMB FORE ETF | 37.20K | SH | $2.64M 1.73% | 37.20K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.80K | SH | $2.61M 1.72% | 40.80K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 51.89K | SH | $2.61M 1.71% | 51.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.09K | SH | $2.60M 1.70% | 8.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 38.17K | SH | $2.26M 1.48% | 38.17K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 45.99K | SH | $2.21M 1.45% | 45.99K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 62.18K | SH | $2.08M 1.37% | 62.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 45.60K | SH | $2.08M 1.37% | 45.60K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 41.09K | SH | $2.08M 1.36% | 41.09K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 72.57K | SH | $1.93M 1.27% | 72.57K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | AGRIBUSINESS ETF | 22.80K | SH | $1.93M 1.26% | 22.80K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 34.04K | SH | $1.84M 1.21% | 34.04K | 0.00 | 0.00 |
WEYERHAEUSER COSOLE | COM NEW | 74.45K | SH | $1.82M 1.19% | 74.45K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 20.08K | SH | $1.77M 1.16% | 20.08K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 15.52K | SH | $1.68M 1.10% | 15.52K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | INTERNATIONAL HI | 78.13K | SH | $1.68M 1.10% | 78.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.81K | SH | $1.67M 1.09% | 5.81K | 0.00 | 0.00 |
RAYONIER INCSOLE | COM | 78.48K | SH | $1.62M 1.06% | 78.48K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | US INFR DEV ETF | 29.68K | SH | $1.51M 0.99% | 29.68K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | RATE PREFERRED | 69.05K | SH | $1.51M 0.99% | 69.05K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | FTSE INT GVT ETF | 37.79K | SH | $1.50M 0.98% | 37.79K | 0.00 | 0.00 |