SARASOTA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
52.2%
Top 10 weight
78.3%
Voting Authority Distribution
Total shares with voting rights: 3.90M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.90M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 128.11K | SH | $47.95M 33.31% | 0.00 | 0.00 | 128.11K |
ISHARES TRSOLE | CORE S&P TTL STK | 82.41K | SH | $13.70M 9.52% | 0.00 | 0.00 | 82.41K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 233.23K | SH | $13.42M 9.33% | 0.00 | 0.00 | 233.23K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 94.49K | SH | $8.03M 5.58% | 0.00 | 0.00 | 94.49K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 102.30K | SH | $7.22M 5.02% | 0.00 | 0.00 | 102.30K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.14K | SH | $6.54M 4.54% | 0.00 | 0.00 | 13.14K |
ISHARES TRSOLE | CORE MSCI TOTAL | 54.28K | SH | $5.16M 3.58% | 0.00 | 0.00 | 54.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.42K | SH | $4.14M 2.87% | 0.00 | 0.00 | 5.42K |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 16.21K | SH | $3.75M 2.60% | 0.00 | 0.00 | 16.21K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 30.90K | SH | $2.78M 1.93% | 0.00 | 0.00 | 30.90K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 50.70K | SH | $2.74M 1.91% | 0.00 | 0.00 | 50.70K |
VANGUARD INSTL INDEX FDSOLE | ULTR SHOR TR ETF | 30.22K | SH | $2.29M 1.59% | 0.00 | 0.00 | 30.22K |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 9.93K | SH | $2.15M 1.49% | 0.00 | 0.00 | 9.93K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 25.18K | SH | $2.09M 1.45% | 0.00 | 0.00 | 25.18K |
APPLE INCSOLE | COM | 6.15K | SH | $2.05M 1.42% | 0.00 | 0.00 | 6.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.49M 1.04% | 0.00 | 0.00 | 2.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CAP | 5.11K | SH | $1.45M 1.01% | 0.00 | 0.00 | 5.11K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 10.63K | SH | $1.34M 0.93% | 0.00 | 0.00 | 10.63K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 16.07K | SH | $1.22M 0.85% | 0.00 | 0.00 | 16.07K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 16.46K | SH | $1.21M 0.84% | 0.00 | 0.00 | 16.46K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.73K | SH | $1.21M 0.84% | 0.00 | 0.00 | 1.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.70K | SH | $1.10M 0.76% | 0.00 | 0.00 | 4.70K |
FRANKLIN STR PPTYS CORPSOLE | COM | 2.87M | SH | $1.08M 0.75% | 0.00 | 0.00 | 2.87M |
MICROSOFT CORPSOLE | COM | 1.48K | SH | $756.8K 0.53% | 0.00 | 0.00 | 1.48K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 5.55K | SH | $752.3K 0.52% | 0.00 | 0.00 | 5.55K |