TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
10.5%
Top 10 weight
20.6%
Voting Authority Distribution
Total shares with voting rights: 73.78M
Full voting authority
73.78M
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 | COM | 1.07M | SH | $308.24M 5.29% | 1.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 882.65K | SH | $176.61M 3.03% | 882.65K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 174.31K | SH | $128.36M 2.20% | 174.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 147.92K | SH | $101.59M 1.74% | 147.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 405.56K | SH | $96.66M 1.66% | 405.56K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 125.87K | SH | $94.00M 1.61% | 125.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 238.68K | SH | $89.03M 1.53% | 238.68K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 112.28K | SH | $84.08M 1.44% | 112.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 178.66K | SH | $63.13M 1.08% | 178.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 734.22K | SH | $55.65M 0.96% | 734.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 110.60K | SH | $55.34M 0.95% | 110.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 633.44K | SH | $54.56M 0.94% | 633.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 245.27K | SH | $53.45M 0.92% | 245.27K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 142.43K | SH | $52.70M 0.90% | 142.43K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 703.64K | SH | $50.13M 0.86% | 703.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 132.28K | SH | $47.27M 0.81% | 132.28K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 247.69K | SH | $47.19M 0.81% | 247.69K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 332.92K | SH | $45.79M 0.79% | 332.92K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 332.19K | SH | $45.42M 0.78% | 332.19K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 32.41K | SH | $37.41M 0.64% | 32.41K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 113.08K | SH | $37.02M 0.64% | 113.08K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 30.41K | SH | $36.48M 0.63% | 30.41K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 697.75K | SH | $35.23M 0.60% | 697.75K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 46.18K | SH | $33.38M 0.57% | 46.18K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 76.36K | SH | $32.12M 0.55% | 76.36K | 0.00 | 0.00 |