GAINESVILLE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
64.5%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | ETF | 125.15K | SH | $46.84M 32.83% | 0.00 | 0.00 | 125.15K |
VANGUARD CORE BOND ETFSOLE | ETF | 384.50K | SH | $28.31M 19.84% | 0.00 | 0.00 | 384.50K |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 199.51K | SH | $16.95M 11.88% | 0.00 | 0.00 | 199.51K |
VANGUARD CORE TAX-EXEMPT BOND ETFSOLE | ETF | 170.67K | SH | $12.21M 8.56% | 0.00 | 0.00 | 170.67K |
VANGUARD ESG U.S. STOCK ETFSOLE | ETF | 29.02K | SH | $3.93M 2.76% | 0.00 | 0.00 | 29.02K |
ISHARES ESG AWARE US AGGREGATE BOND ETFSOLE | ETF | 66.59K | SH | $3.01M 2.11% | 0.00 | 0.00 | 66.59K |
USA COMPRESSION PARTNERS LP COM UNIT LTDPARSOLE | Stock | 92.06K | SH | $2.29M 1.60% | 0.00 | 0.00 | 92.06K |
CRAWFORD & CO CL ASOLE | Stock | 130.69K | SH | $1.63M 1.14% | 0.00 | 0.00 | 130.69K |
VANGUARD S&P 500 ETFSOLE | ETF | 2.09K | PRN | $1.46M 1.02% | 0.00 | 0.00 | 2.09K |
APPLE INC COMSOLE | Stock | 3.81K | PRN | $1.27M 0.89% | 0.00 | 0.00 | 3.81K |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 15.45K | SH | $1.25M 0.88% | 0.00 | 0.00 | 15.45K |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 11.37K | SH | $1.02M 0.72% | 0.00 | 0.00 | 11.37K |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 6.34K | PRN | $984.0K 0.69% | 0.00 | 0.00 | 6.34K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 3.91K | PRN | $911.9K 0.64% | 0.00 | 0.00 | 3.91K |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 5.27K | PRN | $857.1K 0.60% | 0.00 | 0.00 | 5.27K |
AMAZON COM INC COMSOLE | Stock | 3.16K | PRN | $787.1K 0.55% | 0.00 | 0.00 | 3.16K |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFSOLE | ETF | 15.19K | SH | $767.9K 0.54% | 0.00 | 0.00 | 15.19K |
ENERGY TRANSFER L P COM UT LTD PTNSOLE | Stock | 37.26K | SH | $736.6K 0.52% | 0.00 | 0.00 | 37.26K |
ISHARES MSCI USA MOMENTUM FACTOR ETFSOLE | ETF | 2.21K | PRN | $702.1K 0.49% | 0.00 | 0.00 | 2.21K |
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 14.10K | SH | $700.6K 0.49% | 0.00 | 0.00 | 14.10K |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 4.16K | PRN | $691.2K 0.48% | 0.00 | 0.00 | 4.16K |
ARES CAPITAL CORP COMSOLE | CEF | 36.14K | SH | $690.4K 0.48% | 0.00 | 0.00 | 36.14K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 800.00 | PRN | $612.7K 0.43% | 0.00 | 0.00 | 800.00 |
CORNERSTONE TOTAL RETURN FD COMSOLE | CEF | 87.69K | SH | $540.2K 0.38% | 0.00 | 0.00 | 87.69K |
MICROSOFT CORP COMSOLE | Stock | 1.04K | PRN | $532.9K 0.37% | 0.00 | 0.00 | 1.04K |