MIAMI, FL
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Full voting authority
3.35M
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 |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 61.49K | SH | $22.76M 6.33% | 61.49K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 231.43K | SH | $18.35M 5.11% | 231.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 89.52K | SH | $17.56M 4.89% | 89.52K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 220.87K | SH | $14.15M 3.94% | 220.87K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 166.44K | SH | $13.05M 3.63% | 166.44K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 158.06K | SH | $12.10M 3.37% | 158.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 37.39K | SH | $10.73M 2.99% | 37.39K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 198.64K | SH | $10.48M 2.92% | 198.64K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 123.96K | SH | $8.47M 2.36% | 123.96K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 148.90K | SH | $8.42M 2.34% | 148.90K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.24K | SH | $8.31M 2.31% | 28.24K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 97.09K | SH | $8.03M 2.24% | 97.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.72K | SH | $7.66M 2.13% | 11.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.65K | SH | $6.40M 1.78% | 14.65K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 32.10K | SH | $6.16M 1.71% | 32.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 16.93K | SH | $5.72M 1.59% | 16.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.75K | SH | $5.65M 1.57% | 57.75K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 52.91K | SH | $5.28M 1.47% | 52.91K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 46.97K | SH | $4.86M 1.35% | 46.97K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 43.74K | SH | $4.83M 1.34% | 43.74K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 68.99K | SH | $4.81M 1.34% | 68.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.02K | SH | $4.57M 1.27% | 18.02K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 8.48K | SH | $4.56M 1.27% | 8.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 20.31K | SH | $4.41M 1.23% | 20.31K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 31.25K | SH | $4.35M 1.21% | 31.25K | 0.00 | 0.00 |