MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
31.6%
Top 10 weight
54.9%
Voting Authority Distribution
Total shares with voting rights: 23.37M
Full voting authority
23.37M
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 | 825.92K | SH | $493.53M 21.12% | 825.92K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.75M | SH | $128.76M 5.51% | 1.75M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 177.62K | SH | $115.83M 4.96% | 177.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 1.05M | SH | $103.82M 4.44% | 1.05M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 932.86K | SH | $91.17M 3.90% | 932.86K | 0.00 | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 736.21K | SH | $81.25M 3.48% | 736.21K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 945.10K | SH | $77.90M 3.33% | 945.10K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 115.90K | SH | $66.89M 2.86% | 115.90K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.17M | SH | $63.00M 2.70% | 1.17M | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 2.88M | SH | $60.83M 2.60% | 2.88M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 1.05M | SH | $52.17M 2.23% | 1.05M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 108.81K | SH | $52.14M 2.23% | 108.81K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 755.34K | SH | $46.27M 1.98% | 755.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 179.78K | SH | $45.63M 1.95% | 179.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EURO | 631.24K | SH | $44.36M 1.90% | 631.24K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 612.12K | SH | $42.70M 1.83% | 612.12K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EQUAL WEITE | 369.07K | SH | $37.56M 1.61% | 369.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 125.08K | SH | $35.92M 1.54% | 125.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 103.31K | SH | $33.14M 1.42% | 103.31K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 625.20K | SH | $30.28M 1.30% | 625.20K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 153.29K | SH | $29.42M 1.26% | 153.29K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLB X MLP ENRG I | 372.62K | SH | $27.55M 1.18% | 372.62K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 175.66K | SH | $22.44M 0.96% | 175.66K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI CDA ETF | 396.22K | SH | $21.71M 0.93% | 396.22K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 104.92K | SH | $18.30M 0.78% | 104.92K | 0.00 | 0.00 |