ST. PETERSBURG, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
40.8%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 114.31K | SH | $9.46M 6.34% | 0.00 | 0.00 | 114.31K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 29.81K | SH | $8.56M 5.74% | 0.00 | 0.00 | 29.81K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 34.45K | SH | $6.61M 4.43% | 0.00 | 0.00 | 34.45K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 83.82K | SH | $6.47M 4.34% | 0.00 | 0.00 | 83.82K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 114.51K | SH | $5.50M 3.69% | 0.00 | 0.00 | 114.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 82.32K | SH | $5.28M 3.54% | 0.00 | 0.00 | 82.32K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 184.83K | SH | $4.92M 3.30% | 0.00 | 0.00 | 184.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 63.73K | SH | $4.91M 3.29% | 0.00 | 0.00 | 63.73K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 61.41K | SH | $4.59M 3.08% | 0.00 | 0.00 | 61.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.57K | SH | $4.52M 3.03% | 0.00 | 0.00 | 7.57K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 16.32K | SH | $4.20M 2.82% | 0.00 | 0.00 | 16.32K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.83K | SH | $4.15M 2.78% | 0.00 | 0.00 | 15.83K |
ISHARES TRSOLE | EAFE GRWTH ETF | 36.28K | SH | $4.04M 2.71% | 0.00 | 0.00 | 36.28K |
ISHARES TRSOLE | IBOXX HI YD ETF | 49.21K | SH | $3.92M 2.62% | 0.00 | 0.00 | 49.21K |
ISHARES TRSOLE | PFD AND INCM SEC | 127.34K | SH | $3.86M 2.59% | 0.00 | 0.00 | 127.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 35.16K | SH | $3.63M 2.44% | 0.00 | 0.00 | 35.16K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 66.35K | SH | $3.31M 2.22% | 0.00 | 0.00 | 66.35K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 34.05K | SH | $3.19M 2.14% | 0.00 | 0.00 | 34.05K |
ISHARES GOLD TRSOLE | ISHARES NEW | 33.96K | SH | $2.99M 2.01% | 0.00 | 0.00 | 33.96K |
DIGITAL RLTY TR INCSOLE | COM | 15.91K | SH | $2.87M 1.92% | 0.00 | 0.00 | 15.91K |
APPLE INCSOLE | COM | 11.25K | SH | $2.85M 1.91% | 0.00 | 0.00 | 11.25K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 40.66K | SH | $2.80M 1.87% | 0.00 | 0.00 | 40.66K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 15.04K | SH | $2.77M 1.86% | 0.00 | 0.00 | 15.04K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 123.19K | SH | $2.65M 1.77% | 0.00 | 0.00 | 123.19K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 31.66K | SH | $2.51M 1.68% | 0.00 | 0.00 | 31.66K |