TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
64.1%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 828.63K
Full voting authority
0.00
shares
Joint voting authority
2.07K
shares
No voting authority
826.57K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | GROWTH ETF | 114.96K | SH | $50.21M 28.92% | 0.00 | 0.00 | 114.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 218.56K | SH | $42.88M 24.70% | 0.00 | 0.00 | 218.56K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 69.46K | SH | $18.19M 10.48% | 0.00 | 0.00 | 69.46K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 19.41K | SH | $11.60M 6.68% | 0.00 | 0.00 | 19.41K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 62.99K | SH | $5.90M 3.40% | 0.00 | 0.00 | 62.99K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 52.96K | SH | $5.81M 3.35% | 0.00 | 0.00 | 52.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 77.89K | SH | $4.99M 2.87% | 0.00 | 0.00 | 77.89K |
NVIDIA CORPORATIONDFND | COM | 16K | SH | $2.79M 1.61% | 0.00 | 510.00 | 15.49K |
APPLE INCDFND | COM | 10.50K | SH | $2.66M 1.53% | 0.00 | 313.00 | 10.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 42.39K | SH | $2.29M 1.32% | 0.00 | 0.00 | 42.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.93K | SH | $1.90M 1.10% | 0.00 | 0.00 | 5.93K |
RAYMOND JAMES FINL INCSOLE | COM | 10.06K | SH | $1.46M 0.84% | 0.00 | 0.00 | 10.06K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.31K | SH | $1.41M 0.81% | 0.00 | 0.00 | 3.31K |
MICROSOFT CORPDFND | COM | 2.93K | SH | $1.08M 0.62% | 0.00 | 153.00 | 2.77K |
AMAZON COM INCDFND | COM | 5.12K | SH | $1.07M 0.61% | 0.00 | 226.00 | 4.89K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 3.52K | SH | $1.04M 0.60% | 0.00 | 0.00 | 3.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.04K | SH | $1.04M 0.60% | 0.00 | 0.00 | 5.04K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 9.51K | SH | $953.0K 0.55% | 0.00 | 0.00 | 9.51K |
ALPHABET INCDFND | CAP STK CL A | 3.28K | SH | $943.2K 0.54% | 0.00 | 276.00 | 3K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.25K | SH | $907.7K 0.52% | 0.00 | 0.00 | 4.25K |
BROADCOM INCDFND | COM | 2.82K | SH | $872.2K 0.50% | 0.00 | 102.00 | 2.72K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.68K | SH | $862.3K 0.50% | 0.00 | 0.00 | 7.68K |
ALPHABET INCDFND | CAP STK CL C | 2.72K | SH | $781.4K 0.45% | 0.00 | 0.00 | 2.72K |
ISHARES TRSOLE | S&P 100 ETF | 2.18K | SH | $693.4K 0.40% | 0.00 | 0.00 | 2.18K |
WALMART INCDFND | COM | 5.57K | SH | $692.1K 0.40% | 0.00 | 84.00 | 5.49K |