CLEARWATER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Full voting authority
2.47M
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 | 14.31K | SH | $10.84M 5.06% | 14.31K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 120.46K | SH | $9.35M 4.37% | 120.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.40K | SH | $9.35M 4.36% | 12.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.37K | SH | $7.58M 3.54% | 20.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.78K | SH | $6.25M 2.92% | 19.78K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 32.75K | SH | $6.08M 2.84% | 32.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 208.19K | SH | $6.07M 2.84% | 208.19K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.63K | SH | $5.85M 2.73% | 28.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 50.99K | SH | $5.79M 2.70% | 50.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 230.21K | SH | $5.54M 2.59% | 230.21K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.90K | SH | $4.85M 2.27% | 4.90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.20K | SH | $4.50M 2.10% | 8.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.57K | SH | $4.45M 2.08% | 11.57K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 37.16K | SH | $3.73M 1.74% | 37.16K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 6.14K | SH | $3.67M 1.71% | 6.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.39K | SH | $3.30M 1.54% | 13.39K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 51.66K | SH | $3.00M 1.40% | 51.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.35K | SH | $2.99M 1.40% | 8.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.28K | SH | $2.94M 1.38% | 8.28K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.58K | SH | $2.94M 1.37% | 8.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 89.31K | SH | $2.66M 1.24% | 89.31K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 24.14K | SH | $2.41M 1.13% | 24.14K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 25.64K | SH | $2.19M 1.02% | 25.64K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.02K | SH | $2.15M 1.01% | 9.02K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 11.31K | SH | $2.05M 0.96% | 11.31K | 0.00 | 0.00 |