MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
33.3%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 25.25M
Full voting authority
25.25M
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 | S&P 500 ETF SHS | 812.21K | SH | $557.83M 21.43% | 812.21K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.42M | SH | $177.29M 6.81% | 2.42M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 176.11K | SH | $131.73M 5.06% | 176.11K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 1.13M | SH | $123.91M 4.76% | 1.13M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 1.05M | SH | $103.90M 3.99% | 1.05M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 863.65K | SH | $99.92M 3.84% | 863.65K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 118.08K | SH | $86.95M 3.34% | 118.08K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 971.48K | SH | $86.01M 3.30% | 971.48K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.18M | SH | $70.27M 2.70% | 1.18M | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 3.30M | SH | $67.45M 2.59% | 3.30M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.15M | SH | $58.34M 2.24% | 1.15M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 108.66K | SH | $54.37M 2.09% | 108.66K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 606.53K | SH | $50.24M 1.93% | 606.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EURO | 621.87K | SH | $46.75M 1.80% | 621.87K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 156.56K | SH | $45.30M 1.74% | 156.56K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 775.29K | SH | $41.18M 1.58% | 775.29K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EQUAL WEITE | 360.05K | SH | $41.11M 1.58% | 360.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 503.87K | SH | $40.60M 1.56% | 503.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.83K | SH | $36.20M 1.39% | 97.83K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 160.85K | SH | $34.23M 1.31% | 160.85K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLB X MLP ENRG I | 382.92K | SH | $28.21M 1.08% | 382.92K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 636.86K | SH | $27.83M 1.07% | 636.86K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 175.14K | SH | $27.72M 1.06% | 175.14K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI CDA ETF | 396.38K | SH | $22.85M 0.88% | 396.38K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 143.69K | SH | $20.56M 0.79% | 143.69K | 0.00 | 0.00 |