TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
6.3%
Top 10 weight
14.5%
Voting Authority Distribution
Total shares with voting rights: 68.48M
Full voting authority
68.48M
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 | 485.26K | SH | $123.15M 2.55% | 485.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | cs | 651.84K | SH | $113.68M 2.36% | 651.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | cs | 330.87K | SH | $68.91M 1.43% | 330.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | cs | 174.80K | SH | $64.71M 1.34% | 174.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 219.62K | SH | $63.00M 1.31% | 219.62K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | cs | 88.76K | SH | $57.72M 1.20% | 88.76K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | cs | 131.78K | SH | $57.56M 1.19% | 131.78K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | cs | 94.75K | SH | $54.69M 1.13% | 94.75K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | mc | 566.85K | SH | $49.97M 1.04% | 566.85K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 556.11K | SH | $48.21M 1.00% | 556.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | cs | 165.77K | SH | $47.67M 0.99% | 165.77K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | cs | 539.85K | SH | $41.32M 0.86% | 539.85K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 343.15K | SH | $38.81M 0.80% | 343.15K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | cs | 825.85K | SH | $37.70M 0.78% | 825.85K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | mc | 406.72K | SH | $35.73M 0.74% | 406.72K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 54.20K | SH | $35.41M 0.73% | 54.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | mc | 57.41K | SH | $34.30M 0.71% | 57.41K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 354.09K | SH | $33.79M 0.70% | 354.09K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 152.74K | SH | $32.25M 0.67% | 152.74K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | cs | 30.88K | SH | $30.77M 0.64% | 30.88K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | mc | 157.24K | SH | $30.18M 0.63% | 157.24K | 0.00 | 0.00 |
ISHARES TRSOLE | cs | 94.03K | SH | $29.91M 0.62% | 94.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | cs | 90.84K | SH | $28.12M 0.58% | 90.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | cs | 951.49K | SH | $27.72M 0.57% | 951.49K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | cs | 161.09K | SH | $27.33M 0.57% | 161.09K | 0.00 | 0.00 |