ST. PETERSBURG, FL
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRUSTSOLE | UNIT SER 1 | 20.47K | SH | $11.81M 6.36% | 0.00 | 0.00 | 20.47K |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 25.83K | SH | $11.28M 6.08% | 0.00 | 0.00 | 25.83K |
APPLE INCORPORATEDSOLE | COM | 38.99K | SH | $9.90M 5.33% | 0.00 | 0.00 | 38.99K |
VANGUARD LARGE-CAP ETFSOLE | LARGE CAP ETF | 28.64K | SH | $8.56M 4.61% | 0.00 | 0.00 | 28.64K |
STATE STREET SPDR S&P 500 ETF TRUSTSOLE | TR UNIT | 10.21K | SH | $6.64M 3.58% | 0.00 | 0.00 | 10.21K |
VANGUARD VALUE ETFSOLE | VALUE ETF | 27.02K | SH | $5.30M 2.86% | 0.00 | 0.00 | 27.02K |
VANGUARD TOTAL WORLD STOCK ETFSOLE | TT WRLD ST ETF | 34.67K | SH | $4.80M 2.58% | 0.00 | 0.00 | 34.67K |
MICROSOFT CORPORATIONSOLE | COM | 11.44K | SH | $4.24M 2.28% | 0.00 | 0.00 | 11.44K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 18.91K | SH | $4.07M 2.19% | 0.00 | 0.00 | 18.91K |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETFSOLE | UT SER 1 | 7.95K | SH | $3.68M 1.98% | 0.00 | 0.00 | 7.95K |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.65K | SH | $3.67M 1.98% | 0.00 | 0.00 | 7.65K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 10.83K | SH | $3.47M 1.87% | 0.00 | 0.00 | 10.83K |
ISHARES GOLD TR ISHARES NEWSOLE | ISHARES NEW | 38.02K | SH | $3.35M 1.81% | 0.00 | 0.00 | 38.02K |
ISHARES TR CORE S&P MCP ETFSOLE | CORE S&P MCP ETF | 43.52K | SH | $2.94M 1.58% | 0.00 | 0.00 | 43.52K |
NVIDIA CORPORATIONSOLE | COM | 15.78K | SH | $2.75M 1.48% | 0.00 | 0.00 | 15.78K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | SHRT TRM CORP BD | 34.23K | SH | $2.71M 1.46% | 0.00 | 0.00 | 34.23K |
ISHARES TR CORE S&P SCP ETFSOLE | CORE S&P SCP ETF | 20.42K | SH | $2.54M 1.37% | 0.00 | 0.00 | 20.42K |
JOHNSON & JOHNSONSOLE | COM | 10.33K | SH | $2.52M 1.36% | 0.00 | 0.00 | 10.33K |
FIRST TRUST DOW JONES INTERNET INDEX FUNDSOLE | DJ INTERNT IDX | 10.68K | SH | $2.50M 1.35% | 0.00 | 0.00 | 10.68K |
FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUNDSOLE | SHS | 10.87K | SH | $2.35M 1.26% | 0.00 | 0.00 | 10.87K |
ISHARES TR SP SMCP600VL ETFSOLE | SP SMCP600VL ETF | 17.07K | SH | $2.02M 1.09% | 0.00 | 0.00 | 17.07K |
ISHARES BIOTECHNOLOGY ETFSOLE | ISHARES BIOTECH | 10.80K | SH | $1.82M 0.98% | 0.00 | 0.00 | 10.80K |
VANGUARD HEALTH CARE ETFSOLE | HEALTH CAR ETF | 6.42K | SH | $1.75M 0.94% | 0.00 | 0.00 | 6.42K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | FTSE EMR MKT ETF | 32.05K | SH | $1.73M 0.93% | 0.00 | 0.00 | 32.05K |
ISHARES TR S&P SML 600 GWTSOLE | S&P SML 600 GWT | 11.85K | SH | $1.71M 0.92% | 0.00 | 0.00 | 11.85K |