MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
31.7%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Full voting authority
0.00
shares
Joint voting authority
2.31M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 277.21K | SH | $39.44M 12.61% | 0.00 | 277.21K | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 155.67K | SH | $35.54M 11.36% | 0.00 | 155.67K | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 115.11K | SH | $24.11M 7.71% | 0.00 | 115.11K | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.18K | SH | $23.83M 7.62% | 0.00 | 32.18K | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 60.60K | SH | $21.63M 6.92% | 0.00 | 60.60K | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 99.51K | SH | $15.13M 4.84% | 0.00 | 99.51K | 0.00 |
AMAZON COM INCSOLE | COM | 38.16K | SH | $9.51M 3.04% | 0.00 | 38.16K | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 53.26K | SH | $8.56M 2.74% | 0.00 | 53.26K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 34.62K | SH | $7.91M 2.53% | 0.00 | 34.62K | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 69.59K | SH | $7.23M 2.31% | 0.00 | 69.59K | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 52.33K | SH | $7.20M 2.30% | 0.00 | 52.33K | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 6.62K | SH | $5.96M 1.91% | 0.00 | 6.62K | 0.00 |
APPLE INCSOLE | COM | 13.93K | SH | $4.64M 1.48% | 0.00 | 13.93K | 0.00 |
TESLA INCSOLE | COM | 12.09K | SH | $4.29M 1.37% | 0.00 | 12.09K | 0.00 |
ISHARES TRSOLE | GLOBAL 100 ETF | 29.30K | SH | $4.22M 1.35% | 0.00 | 29.30K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 9.45K | SH | $3.13M 1.00% | 0.00 | 9.45K | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR CONV ETF | 30.42K | SH | $3.08M 0.98% | 0.00 | 30.42K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 48.26K | SH | $2.86M 0.92% | 0.00 | 48.26K | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.45K | SH | $2.64M 0.84% | 0.00 | 3.45K | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 28.78K | SH | $2.59M 0.83% | 0.00 | 28.78K | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 53.94K | SH | $2.34M 0.75% | 0.00 | 53.94K | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.45K | SH | $2.21M 0.71% | 0.00 | 4.45K | 0.00 |
MICROSOFT CORPSOLE | COM | 4.17K | SH | $2.14M 0.68% | 0.00 | 4.17K | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 44.04K | SH | $2.08M 0.67% | 0.00 | 44.04K | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 7.04K | SH | $1.96M 0.63% | 0.00 | 7.04K | 0.00 |