SARASOTA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
52.4%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 128.06K | SH | $47.39M 33.21% | 0.00 | 0.00 | 128.06K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 239.35K | SH | $13.93M 9.76% | 0.00 | 0.00 | 239.35K |
ISHARES TRSOLE | CORE S&P TTL STK | 82.19K | SH | $13.50M 9.46% | 0.00 | 0.00 | 82.19K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 95.51K | SH | $8.17M 5.72% | 0.00 | 0.00 | 95.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 102.30K | SH | $7.29M 5.11% | 0.00 | 0.00 | 102.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.13K | SH | $6.57M 4.60% | 0.00 | 0.00 | 13.13K |
ISHARES TRSOLE | CORE MSCI TOTAL | 54.28K | SH | $5.18M 3.63% | 0.00 | 0.00 | 54.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.42K | SH | $4.05M 2.84% | 0.00 | 0.00 | 5.42K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.21K | SH | $3.94M 2.76% | 0.00 | 0.00 | 16.21K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 50.70K | SH | $2.85M 2.00% | 0.00 | 0.00 | 50.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.51K | SH | $2.71M 1.90% | 0.00 | 0.00 | 31.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.09K | SH | $2.20M 1.54% | 0.00 | 0.00 | 10.09K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 25.32K | SH | $2.12M 1.49% | 0.00 | 0.00 | 25.32K |
APPLE INCSOLE | COM | 6.13K | SH | $1.77M 1.24% | 0.00 | 0.00 | 6.13K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.13K | SH | $1.56M 1.09% | 0.00 | 0.00 | 5.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.50M 1.05% | 0.00 | 0.00 | 2.00 |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.87M | SH | $1.48M 1.04% | 0.00 | 0.00 | 2.87M |
VANGUARD WORLD FDSOLE | INF TECH ETF | 10.61K | SH | $1.27M 0.89% | 0.00 | 0.00 | 10.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.73K | SH | $1.19M 0.83% | 0.00 | 0.00 | 1.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.78K | SH | $1.13M 0.79% | 0.00 | 0.00 | 4.78K |
VANGUARD INSTL INDEX FDSOLE | ULTR SHOR TR ETF | 14.95K | SH | $1.13M 0.79% | 0.00 | 0.00 | 14.95K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 13.29K | SH | $1.01M 0.71% | 0.00 | 0.00 | 13.29K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 11.03K | SH | $851.9K 0.60% | 0.00 | 0.00 | 11.03K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.59K | SH | $738.9K 0.52% | 0.00 | 0.00 | 5.59K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 8.95K | SH | $736.9K 0.52% | 0.00 | 0.00 | 8.95K |