TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
8.4%
Top 10 weight
18.4%
Voting Authority Distribution
Total shares with voting rights: 134.07M
Full voting authority
134.07M
shares
Joint voting authority
0.00
shares
No voting authority
1.74K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 543.61K | SH | $373.36M 3.18% | 543.61K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.14M | SH | $324.60M 2.76% | 1.13M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.47M | SH | $294.01M 2.50% | 1.46M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 648.82K | SH | $242.02M 2.06% | 644.82K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 242.75K | SH | $181.28M 1.54% | 234.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 722.68K | SH | $172.24M 1.47% | 720.98K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 213.81K | SH | $157.45M 1.34% | 203.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 437.58K | SH | $156.38M 1.33% | 437.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 199.81K | SH | $149.63M 1.27% | 199.81K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 303.52K | SH | $114.65M 0.98% | 303.32K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 290.15K | SH | $107.37M 0.91% | 290.15K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 91.35K | SH | $105.44M 0.90% | 91.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 483.37K | SH | $105.34M 0.90% | 483.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 283.89K | SH | $100.31M 0.85% | 283.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.07M | SH | $92.46M 0.79% | 1.07M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 479.79K | SH | $91.41M 0.78% | 479.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 277.04K | SH | $90.68M 0.77% | 277.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 932.38K | SH | $90.05M 0.77% | 932.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 542.14K | SH | $80.40M 0.68% | 542.14K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 136.63K | SH | $76.96M 0.65% | 136.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 638.92K | SH | $72.36M 0.62% | 638.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 713.09K | SH | $70.58M 0.60% | 713.09K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 1.32M | SH | $65.48M 0.56% | 1.32M | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 1.44M | SH | $65.31M 0.56% | 1.44M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.09M | SH | $65.24M 0.56% | 1.09M | 0.00 | 0.00 |