AVENTURA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
56.3%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Full voting authority
0.00
shares
Joint voting authority
139.81K
shares
No voting authority
2.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 315.80K | SH | $116.86M 31.32% | 0.00 | 331.00 | 315.47K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 696.07K | SH | $70.07M 18.78% | 0.00 | 0.00 | 696.07K |
SPDR GOLD TRDFND | GOLD SHS | 63.27K | SH | $23.31M 6.25% | 0.00 | 373.00 | 62.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 289.03K | SH | $20.59M 5.52% | 0.00 | 0.00 | 289.03K |
ISHARES TRSOLE | CORE MSCI EAFE | 144.09K | SH | $13.92M 3.73% | 0.00 | 0.00 | 144.09K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 113.26K | SH | $10.92M 2.93% | 0.00 | 0.00 | 113.26K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 160.68K | SH | $9.59M 2.57% | 0.00 | 525.00 | 160.16K |
ISHARES GOLD TRSOLE | ISHARES NEW | 125.82K | SH | $9.50M 2.55% | 0.00 | 0.00 | 125.82K |
APPLE INCDFND | COM | 31.76K | SH | $9.19M 2.46% | 0.00 | 9.40K | 22.35K |
ISHARES TRDFND | LATN AMER 40 ETF | 218.06K | SH | $7.36M 1.97% | 0.00 | 904.00 | 217.15K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.33K | SH | $6.24M 1.67% | 0.00 | 0.00 | 8.33K |
NVIDIA CORPORATIONDFND | COM | 25.55K | SH | $5.11M 1.37% | 0.00 | 19.09K | 6.45K |
MICROSOFT CORPDFND | COM | 12.26K | SH | $4.57M 1.23% | 0.00 | 5.42K | 6.84K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 51.81K | SH | $4.17M 1.12% | 0.00 | 0.00 | 51.81K |
ALPHABET INCDFND | CAP STK CL A | 10.64K | SH | $3.80M 1.02% | 0.00 | 5.74K | 4.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.52K | SH | $3.79M 1.02% | 0.00 | 0.00 | 5.52K |
ADVANCED MICRO DEVICES INCDFND | COM | 5.86K | SH | $3.41M 0.91% | 0.00 | 1.07K | 4.79K |
ALPHABET INCDFND | CAP STK CL C | 8.08K | SH | $2.85M 0.76% | 0.00 | 947.00 | 7.13K |
AMAZON COM INCDFND | COM | 11.30K | SH | $2.69M 0.72% | 0.00 | 7.05K | 4.25K |
ELI LILLY & CODFND | COM | 2.14K | SH | $2.57M 0.69% | 0.00 | 437.00 | 1.71K |
META PLATFORMS INCDFND | CL A | 3.23K | SH | $1.82M 0.49% | 0.00 | 1.60K | 1.63K |
MASTERCARD INCORPORATEDDFND | CL A | 3.20K | SH | $1.64M 0.44% | 0.00 | 496.00 | 2.71K |
JPMORGAN CHASE & CODFND | COM | 4.68K | SH | $1.53M 0.41% | 0.00 | 1.80K | 2.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.50M 0.40% | 0.00 | 0.00 | 2.00 |
MICRON TECHNOLOGY INCDFND | COM | 1.28K | SH | $1.47M 0.40% | 0.00 | 1.07K | 209.00 |