SARASOTA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
52.5%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.51K | SH | $41.23M 32.21% | 0.00 | 0.00 | 128.51K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 240.86K | SH | $14.10M 11.02% | 0.00 | 0.00 | 240.86K |
ISHARES TRSOLE | CORE S&P TTL STK | 83.34K | SH | $11.87M 9.27% | 0.00 | 0.00 | 83.34K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 98.52K | SH | $7.60M 5.94% | 0.00 | 0.00 | 98.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 102.30K | SH | $6.56M 5.12% | 0.00 | 0.00 | 102.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.13K | SH | $6.29M 4.92% | 0.00 | 0.00 | 13.13K |
ISHARES TRSOLE | CORE MSCI TOTAL | 56.95K | SH | $4.93M 3.86% | 0.00 | 0.00 | 56.95K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.21K | SH | $3.52M 2.75% | 0.00 | 0.00 | 16.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.41K | SH | $3.52M 2.75% | 0.00 | 0.00 | 5.41K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 25.35K | SH | $2.69M 2.10% | 0.00 | 0.00 | 25.35K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.25K | SH | $2.29M 1.79% | 0.00 | 0.00 | 5.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.09K | SH | $1.98M 1.55% | 0.00 | 0.00 | 10.09K |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.87M | SH | $1.91M 1.49% | 0.00 | 0.00 | 2.87M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 25.04K | SH | $1.88M 1.47% | 0.00 | 0.00 | 25.04K |
APPLE INCSOLE | COM | 6.13K | SH | $1.56M 1.22% | 0.00 | 0.00 | 6.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.12% | 0.00 | 0.00 | 2.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.13K | SH | $1.34M 1.05% | 0.00 | 0.00 | 5.13K |
VANGUARD INSTL INDEX FDSOLE | ULTRA-SHORT TREA | 14.95K | SH | $1.13M 0.88% | 0.00 | 0.00 | 14.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.25K | SH | $1.13M 0.88% | 0.00 | 0.00 | 5.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.73K | SH | $1.03M 0.81% | 0.00 | 0.00 | 1.73K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.32K | SH | $924.8K 0.72% | 0.00 | 0.00 | 1.32K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 8.95K | SH | $641.9K 0.50% | 0.00 | 0.00 | 8.95K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 12.75K | SH | $636.1K 0.50% | 0.00 | 0.00 | 12.75K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.58K | SH | $626.5K 0.49% | 0.00 | 0.00 | 5.58K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 7.93K | SH | $621.9K 0.49% | 0.00 | 0.00 | 7.93K |