CLEARWATER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
13.3%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 16.61M
Full voting authority
16.61M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE DIV GRWTH | 1.40M | SH | $98.49M 7.08% | 1.40M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 173.30K | SH | $49.71M 3.58% | 173.30K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 798.53K | SH | $36.45M 2.62% | 798.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 96.07K | SH | $35.56M 2.56% | 96.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 69.62K | SH | $33.36M 2.40% | 69.62K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 622.12K | SH | $33.11M 2.38% | 622.12K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 GR ETF | 133.03K | SH | $33.10M 2.38% | 133.03K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 135.98K | SH | $32.14M 2.31% | 135.98K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 104.45K | SH | $30.73M 2.21% | 104.45K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 175.31K | SH | $29.74M 2.14% | 175.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 140.72K | SH | $29.31M 2.11% | 140.72K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 135.44K | SH | $29.13M 2.09% | 135.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 100.84K | SH | $28.96M 2.08% | 100.84K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 343.95K | SH | $27.38M 1.97% | 343.95K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 155.06K | SH | $25.64M 1.84% | 155.06K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 237.32K | SH | $24.55M 1.77% | 237.32K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 69.88K | SH | $22.23M 1.60% | 69.88K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 141.20K | SH | $21.57M 1.55% | 141.20K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 416.33K | SH | $20.80M 1.50% | 416.33K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 59.58K | SH | $20.36M 1.46% | 59.58K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 193.40K | SH | $18.18M 1.31% | 193.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.40K | SH | $17.61M 1.27% | 69.40K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 131.51K | SH | $17.36M 1.25% | 131.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 60.03K | SH | $17.26M 1.24% | 60.03K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 198.24K | SH | $17.18M 1.24% | 198.24K | 0.00 | 0.00 |