ST. PETERSBURG, FL
Allocation by class
Portfolio Concentration
Top 3 weight
7.4%
Top 10 weight
17.8%
Voting Authority Distribution
Total shares with voting rights: 912.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
912.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 9.13M | SH | $2.13B 2.83% | 0.00 | 0.00 | 9.13M |
MICROSOFT CORPSOLE | COM | 4.08M | SH | $1.76B 2.34% | 0.00 | 0.00 | 4.08M |
ISHARES TRSOLE | CORE S&P500 ETF | 2.94M | SH | $1.70B 2.26% | 0.00 | 0.00 | 2.94M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.02M | SH | $1.60B 2.12% | 0.00 | 0.00 | 3.02M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.19M | SH | $1.25B 1.67% | 0.00 | 0.00 | 2.19M |
NVIDIA CORPORATIONSOLE | COM | 9.84M | SH | $1.19B 1.59% | 0.00 | 0.00 | 9.84M |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.30M | SH | $1.12B 1.50% | 0.00 | 0.00 | 2.30M |
AMAZON COM INCSOLE | COM | 5.05M | SH | $941.33M 1.25% | 0.00 | 0.00 | 5.05M |
JPMORGAN CHASE & CO.SOLE | COM | 4.13M | SH | $870.14M 1.16% | 0.00 | 0.00 | 4.13M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.72M | SH | $823.12M 1.10% | 0.00 | 0.00 | 4.72M |
BROADCOM INCSOLE | COM | 4.51M | SH | $778.06M 1.04% | 0.00 | 0.00 | 4.51M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.30M | SH | $652.41M 0.87% | 0.00 | 0.00 | 2.30M |
HOME DEPOT INCSOLE | COM | 1.59M | SH | $642.95M 0.86% | 0.00 | 0.00 | 1.59M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.36M | SH | $623.92M 0.83% | 0.00 | 0.00 | 1.36M |
WALMART INCSOLE | COM | 7.67M | SH | $619.40M 0.82% | 0.00 | 0.00 | 7.67M |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.25M | SH | $593.81M 0.79% | 0.00 | 0.00 | 2.25M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.47M | SH | $563.59M 0.75% | 0.00 | 0.00 | 1.47M |
ALPHABET INCSOLE | CAP STK CL A | 3.39M | SH | $562.98M 0.75% | 0.00 | 0.00 | 3.39M |
ISHARES TRSOLE | CORE MSCI EAFE | 7.11M | SH | $555.27M 0.74% | 0.00 | 0.00 | 7.11M |
ISHARES TRSOLE | CORE DIV GRWTH | 8.61M | SH | $539.92M 0.72% | 0.00 | 0.00 | 8.61M |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 4.03M | SH | $516.11M 0.69% | 0.00 | 0.00 | 4.03M |
UNITEDHEALTH GROUP INCSOLE | COM | 869.71K | SH | $508.50M 0.68% | 0.00 | 0.00 | 869.71K |
ISHARES TRSOLE | CORE US AGGBD ET | 4.98M | SH | $504.62M 0.67% | 0.00 | 0.00 | 4.98M |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 5.89M | SH | $497.97M 0.66% | 0.00 | 0.00 | 5.89M |
EATON CORP PLCSOLE | SHS | 1.45M | SH | $480.90M 0.64% | 0.00 | 0.00 | 1.45M |