GAINESVILLE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
39.2%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 26.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
26.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 10.49M | SH | $268.98M 22.55% | 0.00 | 0.00 | 10.49M |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | ETF | 1.27M | SH | $116.88M 9.80% | 0.00 | 0.00 | 1.27M |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 829.41K | SH | $82.34M 6.90% | 0.00 | 0.00 | 829.41K |
ISHARES MSCI ACWI EX U.S. ETFSOLE | ETF | 1.19M | SH | $81.78M 6.85% | 0.00 | 0.00 | 1.19M |
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSOLE | ETF | 1.06M | SH | $62.97M 5.28% | 0.00 | 0.00 | 1.06M |
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFSOLE | ETF | 1.03M | SH | $53.91M 4.52% | 0.00 | 0.00 | 1.03M |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 1.26M | SH | $46.29M 3.88% | 0.00 | 0.00 | 1.26M |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | ETF | 749.74K | SH | $35.17M 2.95% | 0.00 | 0.00 | 749.74K |
VANGUARD LONG-TERM BOND ETFSOLE | ETF | 387.75K | SH | $26.67M 2.24% | 0.00 | 0.00 | 387.75K |
STATE STREET SPDR S&P 500 ESG ETFSOLE | ETF | 412.41K | SH | $26.01M 2.18% | 0.00 | 0.00 | 412.41K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 92.75K | SH | $19.59M 1.64% | 0.00 | 0.00 | 92.75K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 319.37K | SH | $17.26M 1.45% | 0.00 | 0.00 | 319.37K |
INVESCO SENIOR LOAN ETFSOLE | ETF | 817.77K | SH | $16.69M 1.40% | 0.00 | 0.00 | 817.77K |
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFSOLE | ETF | 151.12K | SH | $16.12M 1.35% | 0.00 | 0.00 | 151.12K |
ISHARES CORE 1-5 YEAR USD BOND ETFSOLE | ETF | 307K | SH | $14.88M 1.25% | 0.00 | 0.00 | 307K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 38.63K | SH | $13.78M 1.15% | 0.00 | 0.00 | 38.63K |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 114.34K | SH | $11.12M 0.93% | 0.00 | 0.00 | 114.34K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 77.08K | SH | $8.72M 0.73% | 0.00 | 0.00 | 77.08K |
NVIDIA CORPORATION COMSOLE | Stock | 46.14K | SH | $8.05M 0.67% | 0.00 | 0.00 | 46.14K |
ISHARES MSCI EAFE GROWTH ETFSOLE | ETF | 69.24K | SH | $7.71M 0.65% | 0.00 | 0.00 | 69.24K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 15.78K | SH | $7.56M 0.63% | 0.00 | 0.00 | 15.78K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 11.38K | SH | $7.43M 0.62% | 0.00 | 0.00 | 11.38K |
ISHARES SELECT U.S. REIT ETFSOLE | ETF | 110.42K | SH | $6.83M 0.57% | 0.00 | 0.00 | 110.42K |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 118.13K | SH | $6.68M 0.56% | 0.00 | 0.00 | 118.13K |
VANECK MORNINGSTAR WIDE MOAT ETFSOLE | ETF | 68.99K | SH | $6.67M 0.56% | 0.00 | 0.00 | 68.99K |