CLEARWATER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
14.0%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Full voting authority
2.46M
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 S&P500 ETF | 14.30K | SH | $11.13M 5.13% | 14.30K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.41K | SH | $9.61M 4.43% | 12.41K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 125.54K | SH | $9.57M 4.41% | 125.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 20.77K | SH | $7.90M 3.64% | 20.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 27.94K | SH | $6.64M 3.06% | 27.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.82K | SH | $6.60M 3.04% | 19.82K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 31.98K | SH | $6.42M 2.96% | 31.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 209.37K | SH | $6.24M 2.88% | 209.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.57K | SH | $6.07M 2.80% | 11.57K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 241.31K | SH | $5.75M 2.65% | 241.31K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 50.99K | SH | $5.35M 2.47% | 50.99K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.90K | SH | $5.24M 2.42% | 4.90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.17K | SH | $5.17M 2.38% | 8.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.33K | SH | $3.35M 1.55% | 13.33K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 6.14K | SH | $3.33M 1.53% | 6.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 29.36K | SH | $2.95M 1.36% | 29.36K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 50.77K | SH | $2.92M 1.35% | 50.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.38K | SH | $2.90M 1.34% | 8.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.26K | SH | $2.83M 1.31% | 8.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 89.72K | SH | $2.74M 1.26% | 89.72K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.59K | SH | $2.41M 1.11% | 8.59K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 22.34K | SH | $2.23M 1.03% | 22.34K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 25.52K | SH | $2.19M 1.01% | 25.52K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 91.54K | SH | $2.18M 1.01% | 91.54K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.01K | SH | $2.13M 0.98% | 9.01K | 0.00 | 0.00 |