TALLAHASSEE, FL
Allocation by class
Portfolio Concentration
Top 3 weight
23.0%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 1.33M
Full voting authority
1.33M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 89.02K | SH | $17.81M 11.96% | 89.02K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 207.94K | SH | $8.36M 5.61% | 207.94K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.88K | SH | $8.15M 5.47% | 10.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.03K | SH | $6.89M 4.63% | 10.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.23K | SH | $6.72M 4.51% | 23.23K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 19.36K | SH | $4.61M 3.10% | 19.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.20K | SH | $4.00M 2.69% | 11.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.57K | SH | $3.94M 2.65% | 10.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.58K | SH | $3.74M 2.51% | 10.58K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 43.52K | SH | $3.60M 2.42% | 43.52K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 61.10K | SH | $3.56M 2.39% | 61.10K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 2.19K | SH | $2.53M 1.70% | 2.19K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 34.46K | SH | $2.46M 1.65% | 34.46K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.99K | SH | $2.26M 1.52% | 5.99K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 3.12K | SH | $2.26M 1.52% | 3.12K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.95K | SH | $2.22M 1.49% | 3.95K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 24.62K | SH | $1.81M 1.21% | 24.62K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.42K | SH | $1.77M 1.19% | 5.42K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.80K | SH | $1.60M 1.07% | 3.80K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 9.44K | SH | $1.32M 0.89% | 9.44K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 11.61K | SH | $1.31M 0.88% | 11.61K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.08K | SH | $1.30M 0.87% | 1.08K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 620.00 | SH | $1.23M 0.83% | 620.00 | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 2.76K | SH | $1.20M 0.80% | 2.76K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 2K | SH | $1.16M 0.78% | 2K | 0.00 | 0.00 |