FORT LAUDERDALE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
42.9%
Top 10 weight
87.5%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.59M
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 | $37.48M 16.70% | 0.00 | 0.00 | 108.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 80.84K | SH | $29.92M 13.33% | 0.00 | 0.00 | 80.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 278.59K | SH | $28.94M 12.90% | 0.00 | 0.00 | 278.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 306.98K | SH | $21.87M 9.75% | 0.00 | 0.00 | 306.98K |
ISHARES TRSOLE | RUS 1000 ETF | 42.56K | SH | $17.43M 7.77% | 0.00 | 0.00 | 42.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 74.92K | SH | $16.33M 7.28% | 0.00 | 0.00 | 74.92K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 50.52K | SH | $15.18M 6.76% | 0.00 | 0.00 | 50.52K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 121.05K | SH | $10.43M 4.65% | 0.00 | 0.00 | 121.05K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 110.24K | SH | $9.42M 4.20% | 0.00 | 0.00 | 110.24K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 30.67K | SH | $9.30M 4.14% | 0.00 | 0.00 | 30.67K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 10.96K | SH | $7.71M 3.44% | 0.00 | 0.00 | 10.96K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 86.02K | SH | $7.11M 3.17% | 0.00 | 0.00 | 86.02K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 70.97K | SH | $6.84M 3.05% | 0.00 | 0.00 | 70.97K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 214.13K | SH | $6.46M 2.88% | 0.00 | 0.00 | 214.13K |