WAUCHULA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
24.4%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 9.43M
Full voting authority
9.43M
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 |
|---|---|---|---|---|---|---|---|
State Street SPDR Port S&P 500 Large Cap ETFSOLE | Com | 1.19M | SH | $104.21M 13.60% | 1.19M | 0.00 | 0.00 |
Vanguard Dividend Appreciation ETFSOLE | Com | 181.56K | SH | $42.96M 5.61% | 181.56K | 0.00 | 0.00 |
iShares 0-5 Year Investment Grade ETFSOLE | Com | 788.53K | SH | $39.72M 5.19% | 788.53K | 0.00 | 0.00 |
Vanguard High Dividend Yield ETFSOLE | Com | 249.04K | SH | $39.36M 5.14% | 249.04K | 0.00 | 0.00 |
Vanguard Growth ETFSOLE | Com | 424.15K | SH | $36.54M 4.77% | 424.15K | 0.00 | 0.00 |
State Street SPDR Intermediate Corp Bond ETFSOLE | Com | 796.22K | SH | $26.64M 3.48% | 796.22K | 0.00 | 0.00 |
State Street SPDR Port S&P 600 Small Cap ETFSOLE | Com | 456.25K | SH | $26.31M 3.43% | 456.25K | 0.00 | 0.00 |
State Street SPDR Port S&P 400 Mid Cap ETFSOLE | Com | 317.01K | SH | $21.42M 2.80% | 317.01K | 0.00 | 0.00 |
Apple IncSOLE | Com | 70.61K | SH | $20.43M 2.67% | 70.61K | 0.00 | 0.00 |
Vanguard Intermediate-Term Corporate Bond ETFSOLE | Com | 240.67K | SH | $19.89M 2.60% | 240.67K | 0.00 | 0.00 |
Invesco S&P 500 Equal Weight ETFSOLE | Com | 84.36K | SH | $17.95M 2.34% | 84.36K | 0.00 | 0.00 |
iShares MSCI USA Equal Weighted ETFSOLE | Com | 143.14K | SH | $16.34M 2.13% | 143.14K | 0.00 | 0.00 |
State Street Technology Select Sector SPDRSOLE | Com | 59.07K | SH | $11.25M 1.47% | 59.07K | 0.00 | 0.00 |
Vanguard Short-Term Bond ETFSOLE | Com | 142.02K | SH | $11.06M 1.44% | 142.02K | 0.00 | 0.00 |
Microsoft CorporationSOLE | Com | 29.08K | SH | $10.85M 1.42% | 29.08K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 28.91K | SH | $10.70M 1.40% | 28.91K | 0.00 | 0.00 |
iShares Core Dividend Growth ETFSOLE | Com | 126.95K | SH | $9.62M 1.26% | 126.95K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Com | 23.76K | SH | $8.49M 1.11% | 23.76K | 0.00 | 0.00 |
Vanguard Ultra-Short Bond ETFSOLE | Com | 161.98K | SH | $8.06M 1.05% | 161.98K | 0.00 | 0.00 |
Invesco QQQ Trust ETFSOLE | Com | 10.50K | SH | $7.73M 1.01% | 10.50K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | Com | 10.07K | SH | $7.52M 0.98% | 10.07K | 0.00 | 0.00 |
Visa IncSOLE | Com | 20.45K | SH | $7.01M 0.92% | 20.45K | 0.00 | 0.00 |
Eli Lilly and CoSOLE | Com | 5.65K | SH | $6.78M 0.89% | 5.65K | 0.00 | 0.00 |
Vanguard Mega Cap ETFSOLE | Com | 23.11K | SH | $6.32M 0.83% | 23.11K | 0.00 | 0.00 |
Corning IncorporatedSOLE | Com | 21.73K | SH | $5.55M 0.72% | 21.73K | 0.00 | 0.00 |