ORLANDO, FL
Allocation by class
Portfolio Concentration
Top 3 weight
12.1%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 7.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 43.35K | SH | $28.32M 4.48% | 0.00 | 0.00 | 43.35K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 56.74K | SH | $24.19M 3.83% | 0.00 | 0.00 | 56.74K |
ISHARES TRSOLE | MSCI USA QLT FCT | 124.78K | SH | $23.93M 3.79% | 0.00 | 0.00 | 124.78K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.73K | SH | $20.05M 3.17% | 0.00 | 0.00 | 34.73K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 343.99K | SH | $17.86M 2.83% | 0.00 | 0.00 | 343.99K |
ISHARES TRSOLE | CORE US AGGBD ET | 176.05K | SH | $17.48M 2.77% | 0.00 | 0.00 | 176.05K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 341.73K | SH | $17.29M 2.74% | 0.00 | 0.00 | 341.73K |
ISHARES TRSOLE | MSCI USA MIN VOL | 182.45K | SH | $16.92M 2.68% | 0.00 | 0.00 | 182.45K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 302.65K | SH | $15.91M 2.52% | 0.00 | 0.00 | 302.65K |
ISHARES TRSOLE | CORE UNIVRSL USD | 337.98K | SH | $15.61M 2.47% | 0.00 | 0.00 | 337.98K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 272.32K | SH | $14.49M 2.29% | 0.00 | 0.00 | 272.32K |
BROWN & BROWN INCSOLE | COM | 201.70K | SH | $13.15M 2.08% | 0.00 | 0.00 | 201.70K |
ISHARES TRSOLE | CORE MSCI EAFE | 141.68K | SH | $12.83M 2.03% | 0.00 | 0.00 | 141.68K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 76.50K | SH | $11.33M 1.79% | 0.00 | 0.00 | 76.50K |
ISHARES TRSOLE | MSCI INTL QUALTY | 232.46K | SH | $10.75M 1.70% | 0.00 | 0.00 | 232.46K |
NVIDIA CORPORATIONSOLE | COM | 57.86K | SH | $10.09M 1.60% | 0.00 | 0.00 | 57.86K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.44K | SH | $10.04M 1.59% | 0.00 | 0.00 | 15.44K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 98.46K | SH | $9.40M 1.49% | 0.00 | 0.00 | 98.46K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 110.96K | SH | $8.94M 1.42% | 0.00 | 0.00 | 110.96K |
ISHARES TRSOLE | RUS 1000 ETF | 24.92K | SH | $8.89M 1.41% | 0.00 | 0.00 | 24.92K |
APPLE INCSOLE | COM | 34.99K | SH | $8.88M 1.41% | 0.00 | 0.00 | 34.99K |
PROCTER & GAMBLE COSOLE | COM | 54.47K | SH | $7.87M 1.25% | 0.00 | 0.00 | 54.47K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 16.82K | SH | $7.35M 1.16% | 0.00 | 0.00 | 16.82K |
ISHARES TRSOLE | CORE S&P TTL STK | 50.50K | SH | $7.19M 1.14% | 0.00 | 0.00 | 50.50K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 15.17K | SH | $7.03M 1.11% | 0.00 | 0.00 | 15.17K |