LUTZ, FL
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
72.4%
Voting Authority Distribution
Total shares with voting rights: 5.15M
Full voting authority
481.00
shares
Joint voting authority
0.00
shares
No voting authority
5.14M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 46.60K | SH | $30.44M 12.91% | 0.00 | 0.00 | 46.60K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 389.77K | SH | $24.98M 10.59% | 0.00 | 0.00 | 389.77K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 241.65K | SH | $23.66M 10.03% | 0.00 | 0.00 | 241.65K |
ISHARES TRSOLE | IBONDS DEC 2032 | 549.79K | SH | $13.89M 5.89% | 0.00 | 0.00 | 549.79K |
ISHARES TRSOLE | IBONDS DEC 2034 | 532.39K | SH | $13.87M 5.88% | 0.00 | 0.00 | 532.39K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 92.20K | SH | $13.66M 5.79% | 0.00 | 0.00 | 92.20K |
ISHARES TRSOLE | IBONDS DEC 2030 | 621.04K | SH | $13.59M 5.76% | 0.00 | 0.00 | 621.04K |
ISHARES TRSOLE | IBONDS DEC 2031 | 629.51K | SH | $13.18M 5.59% | 0.00 | 0.00 | 629.51K |
ISHARES TRSOLE | IBONDS DEC 2033 | 492.75K | SH | $12.74M 5.40% | 0.00 | 0.00 | 492.75K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 74.61K | SH | $10.81M 4.59% | 0.00 | 0.00 | 74.61K |
ISHARES TRSOLE | IBDS DEC28 ETF | 333.18K | SH | $8.44M 3.58% | 0.00 | 0.00 | 333.18K |
ISHARES TRSOLE | IBONDS DEC 29 | 356.76K | SH | $8.30M 3.52% | 0.00 | 0.00 | 356.76K |
ISHARES TRSOLE | IBONDS 27 ETF | 338.04K | SH | $8.19M 3.47% | 0.00 | 0.00 | 338.04K |
ISHARES TRSOLE | CORE S&P MCP ETF | 73.76K | SH | $4.98M 2.11% | 0.00 | 0.00 | 73.76K |
ISHARES TRSOLE | CORE S&P SCP ETF | 37.69K | SH | $4.68M 1.99% | 0.00 | 0.00 | 37.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.87M 1.22% | 0.00 | 0.00 | 4.00 |
MICROSOFT CORPSOLE | COM | 4.72K | SH | $1.75M 0.74% | 0.00 | 0.00 | 4.72K |
APPLE INCSOLE | COM | 6.09K | SH | $1.55M 0.66% | 0.00 | 0.00 | 6.09K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.58K | SH | $1.03M 0.44% | 0.00 | 0.00 | 1.58K |
ISHARES TRSOLE | IBONDS DEC 2029 | 37.12K | SH | $941.0K 0.40% | 0.00 | 0.00 | 37.12K |
ISHARES TRSOLE | IBONDS DEC 2030 | 36.24K | SH | $936.1K 0.40% | 0.00 | 0.00 | 36.24K |
NETFLIX INC.SOLE | COM | 9.61K | SH | $923.5K 0.39% | 0.00 | 0.00 | 9.61K |
NVIDIA CORPORATIONSOLE | COM | 5.07K | SH | $883.7K 0.37% | 0.00 | 0.00 | 5.07K |
ISHARES TRSOLE | MSCI USA QLT FCT | 4.39K | SH | $842.4K 0.36% | 0.00 | 0.00 | 4.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.62K | SH | $776.8K 0.33% | 0.00 | 0.00 | 1.62K |