FORT LAUDERDALE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
42.6%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 108.98K | SH | $32.57M 16.22% | 0.00 | 0.00 | 108.98K |
ISHARES TRSOLE | MSCI EAFE ETF | 278.59K | SH | $27.06M 13.48% | 0.00 | 0.00 | 278.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 80.84K | SH | $25.94M 12.92% | 0.00 | 0.00 | 80.84K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 306.98K | SH | $19.67M 9.80% | 0.00 | 0.00 | 306.98K |
ISHARES TRSOLE | RUS 1000 ETF | 42.56K | SH | $15.17M 7.56% | 0.00 | 0.00 | 42.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 74.92K | SH | $14.70M 7.32% | 0.00 | 0.00 | 74.92K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 50.52K | SH | $12.53M 6.24% | 0.00 | 0.00 | 50.52K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.53K | SH | $8.81M 4.39% | 0.00 | 0.00 | 13.53K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 110.24K | SH | $8.50M 4.23% | 0.00 | 0.00 | 110.24K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 30.67K | SH | $8.03M 4.00% | 0.00 | 0.00 | 30.67K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 214.13K | SH | $7.59M 3.78% | 0.00 | 0.00 | 214.13K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 86.02K | SH | $7.12M 3.55% | 0.00 | 0.00 | 86.02K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 10.96K | SH | $6.76M 3.37% | 0.00 | 0.00 | 10.96K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 70.97K | SH | $6.30M 3.14% | 0.00 | 0.00 | 70.97K |