BRADENTON, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 4.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS 26 TRM TS | 842.16K | SH | $19.30M 6.15% | 0.00 | 0.00 | 842.16K |
APPLE INCSOLE | COM | 69.12K | SH | $17.54M 5.59% | 0.00 | 0.00 | 69.12K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 720.12K | SH | $16.05M 5.11% | 0.00 | 0.00 | 720.12K |
ALPHABET INCSOLE | CAP STK CL A | 43.20K | SH | $12.42M 3.96% | 0.00 | 0.00 | 43.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.89K | SH | $10.49M 3.34% | 0.00 | 0.00 | 21.89K |
ISHARES TRSOLE | IBONDS DEC2026 | 427.72K | SH | $10.37M 3.30% | 0.00 | 0.00 | 427.72K |
NVIDIA CORPORATIONSOLE | COM | 58.16K | SH | $10.14M 3.23% | 0.00 | 0.00 | 58.16K |
BROADCOM INCSOLE | COM | 32.13K | SH | $9.94M 3.17% | 0.00 | 0.00 | 32.13K |
AMAZON COM INCSOLE | COM | 47.45K | SH | $9.88M 3.15% | 0.00 | 0.00 | 47.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $9.34M 2.97% | 0.00 | 0.00 | 13.00 |
EATON CORP PLCSOLE | SHS | 23.93K | SH | $8.56M 2.73% | 0.00 | 0.00 | 23.93K |
MICROSOFT CORPSOLE | COM | 22.79K | SH | $8.44M 2.69% | 0.00 | 0.00 | 22.79K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.02K | SH | $8.18M 2.61% | 0.00 | 0.00 | 38.02K |
TESLA INCSOLE | COM | 20.45K | SH | $7.60M 2.42% | 0.00 | 0.00 | 20.45K |
ISHARES TRSOLE | IBONDS DEC 2031 | 355.02K | SH | $7.43M 2.37% | 0.00 | 0.00 | 355.02K |
JPMORGAN CHASE & COSOLE | COM | 18.30K | SH | $5.38M 1.72% | 0.00 | 0.00 | 18.30K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 101.80K | SH | $5.17M 1.65% | 0.00 | 0.00 | 101.80K |
NEXTERA ENERGY INCSOLE | COM | 45.49K | SH | $4.23M 1.35% | 0.00 | 0.00 | 45.49K |
HOME DEPOT INCSOLE | COM | 11.68K | SH | $3.84M 1.22% | 0.00 | 0.00 | 11.68K |
LOCKHEED MARTIN CORPSOLE | COM | 6.16K | SH | $3.72M 1.19% | 0.00 | 0.00 | 6.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.84K | SH | $3.48M 1.11% | 0.00 | 0.00 | 10.84K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.94K | SH | $3.47M 1.11% | 0.00 | 0.00 | 7.94K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 38.99K | SH | $3.45M 1.10% | 0.00 | 0.00 | 38.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 22.89K | SH | $3.35M 1.07% | 0.00 | 0.00 | 22.89K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 98.63K | SH | $3.29M 1.05% | 0.00 | 0.00 | 98.63K |