TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
6.8%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 80.80M
Full voting authority
80.80M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | cs | 465.27K | SH | $154.94M 2.64% | 465.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 662.74K | SH | $151.36M 2.58% | 662.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 184.21K | SH | $94.48M 1.61% | 184.21K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 119.24K | SH | $88.21M 1.51% | 119.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 962.54K | SH | $86.73M 1.48% | 962.54K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 339.39K | SH | $84.56M 1.44% | 339.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 190.69K | SH | $64.98M 1.11% | 190.69K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 78.04K | SH | $59.51M 1.02% | 78.04K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 168.96K | SH | $58.13M 0.99% | 168.96K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 636.58K | SH | $57.14M 0.98% | 636.58K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | cs | 79.62K | SH | $48.71M 0.83% | 79.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 68.29K | SH | $47.86M 0.82% | 68.29K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 915.17K | SH | $45.95M 0.78% | 915.17K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | cs | 110.52K | SH | $43.91M 0.75% | 110.52K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 408.97K | SH | $39.77M 0.68% | 408.97K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 51.90K | SH | $39.75M 0.68% | 51.90K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 436.49K | SH | $38.98M 0.67% | 436.49K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 750.21K | SH | $38.43M 0.66% | 750.21K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 258.25K | SH | $36.74M 0.63% | 258.25K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | mc | 1.54M | SH | $36.52M 0.62% | 1.54M | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | cs | 287.05K | SH | $36.07M 0.62% | 287.05K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 156.32K | SH | $35.68M 0.61% | 156.32K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | mc | 749.89K | SH | $35.57M 0.61% | 749.89K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | cs | 47.42K | SH | $34.39M 0.59% | 47.42K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 950.92K | SH | $34.17M 0.58% | 950.92K | 0.00 | 0.00 |