LUTZ, FL
Allocation by class
Portfolio Concentration
Top 3 weight
43.9%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Full voting authority
1.88M
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 INDEX FDSSOLE | GROWTH ETF | 276.07K | SH | $23.78M 15.54% | 276.07K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 331.46K | SH | $23.62M 15.43% | 331.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 90.61K | SH | $19.75M 12.90% | 90.61K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 278.30K | SH | $13.48M 8.81% | 278.30K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 157.08K | SH | $12.24M 8.00% | 157.08K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 133.75K | SH | $7.98M 5.22% | 133.75K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 129.18K | SH | $6.05M 3.95% | 129.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 139.19K | SH | $5.88M 3.84% | 139.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 83.99K | SH | $5.79M 3.78% | 83.99K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 64.95K | SH | $5.35M 3.49% | 64.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.89K | SH | $4.40M 2.87% | 11.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.87K | SH | $3.35M 2.19% | 4.87K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.15K | SH | $2.32M 1.52% | 3.15K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 28.71K | SH | $2.11M 1.38% | 28.71K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.33K | SH | $1.60M 1.04% | 4.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.16K | SH | $1.49M 0.98% | 5.16K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.55K | SH | $1.49M 0.98% | 3.55K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 17.02K | SH | $1.45M 0.95% | 17.02K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 28.98K | SH | $964.6K 0.63% | 28.98K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 9.76K | SH | $858.0K 0.56% | 9.76K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 5.03K | SH | $794.9K 0.52% | 5.03K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $569.6K 0.37% | 6.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.40K | SH | $522.6K 0.34% | 1.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $503.4K 0.33% | 1.01K | 0.00 | 0.00 |
BALL CORPSOLE | COM | 7.93K | SH | $494.9K 0.32% | 7.93K | 0.00 | 0.00 |