ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
17.4%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 5.26M
Full voting authority
5.26M
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 |
|---|---|---|---|---|---|---|---|
COLUMBIA ETF TR ISOLE | MULTI SEC MUNI | 1.06M | SH | $21.75M 9.47% | 1.06M | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 203.80K | SH | $10.26M 4.47% | 203.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 31.48K | SH | $7.99M 3.48% | 31.48K | 0.00 | 0.00 |
ISHARES TRSOLE | US INFRASTRUC | 131.32K | SH | $7.51M 3.27% | 131.32K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 93.22K | SH | $7.51M 3.27% | 93.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 96.04K | SH | $7.45M 3.24% | 96.04K | 0.00 | 0.00 |
LEGG MASON ETF INVTSOLE | FRANKLIN INTL LW | 151.40K | SH | $6.14M 2.67% | 151.40K | 0.00 | 0.00 |
ALPS ETF TRSOLE | ALERIAN MLP | 112.06K | SH | $5.90M 2.57% | 112.06K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 70.89K | SH | $5.30M 2.31% | 70.89K | 0.00 | 0.00 |
ISHARES TRSOLE | GLB INFRASTR ETF | 74.70K | SH | $5.00M 2.18% | 74.70K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 45.94K | SH | $4.59M 2.00% | 45.94K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 36.56K | SH | $4.54M 1.98% | 36.56K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | BDC INCOME ETF | 322.30K | SH | $4.13M 1.80% | 322.30K | 0.00 | 0.00 |
GRAYSCALE ETHEREUM STAKINGSOLE | SHS NEW | 195.47K | SH | $3.88M 1.69% | 195.47K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 73.16K | SH | $3.86M 1.68% | 73.16K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 37.45K | SH | $3.79M 1.65% | 37.45K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 59.44K | SH | $3.70M 1.61% | 59.44K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 50K | SH | $3.01M 1.31% | 50K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 25.86K | SH | $2.86M 1.24% | 25.86K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 33.09K | SH | $2.81M 1.22% | 33.09K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | STRIVE ENHANCED | 134.17K | SH | $2.72M 1.18% | 134.17K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 1.83K | SH | $2.69M 1.17% | 1.83K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 44.37K | SH | $2.62M 1.14% | 44.37K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 48.11K | SH | $2.35M 1.03% | 48.11K | 0.00 | 0.00 |
COLUMBIA ETF TR IISOLE | INDIA CONSMR ETF | 41.73K | SH | $2.29M 1.00% | 41.73K | 0.00 | 0.00 |