PENSACOLA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
24.7%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 2.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 282.68K | SH | $26.64M 9.79% | 0.00 | 0.00 | 282.68K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 277.98K | SH | $20.77M 7.64% | 0.00 | 0.00 | 277.98K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 222.53K | SH | $19.74M 7.26% | 0.00 | 0.00 | 222.53K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 382.36K | SH | $19.10M 7.02% | 0.00 | 0.00 | 382.36K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 105.34K | SH | $15.60M 5.74% | 0.00 | 0.00 | 105.34K |
ISHARES TRSOLE | PFD AND INCM SEC | 504.45K | SH | $15.30M 5.62% | 0.00 | 0.00 | 504.45K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 70.89K | SH | $15.25M 5.60% | 0.00 | 0.00 | 70.89K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 84.30K | SH | $14.59M 5.36% | 0.00 | 0.00 | 84.30K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 73.44K | SH | $14.55M 5.35% | 0.00 | 0.00 | 73.44K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 121.16K | SH | $10.72M 3.94% | 0.00 | 0.00 | 121.16K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 14.72K | SH | $10.27M 3.78% | 0.00 | 0.00 | 14.72K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.36K | SH | $9.28M 3.41% | 0.00 | 0.00 | 19.36K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 140.84K | SH | $9.25M 3.40% | 0.00 | 0.00 | 140.84K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 26.04K | SH | $7.87M 2.89% | 0.00 | 0.00 | 26.04K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 68.99K | SH | $7.57M 2.78% | 0.00 | 0.00 | 68.99K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 29.16K | SH | $7.51M 2.76% | 0.00 | 0.00 | 29.16K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 38.83K | SH | $7.15M 2.63% | 0.00 | 0.00 | 38.83K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 32.34K | SH | $7.03M 2.58% | 0.00 | 0.00 | 32.34K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 59.76K | SH | $5.60M 2.06% | 0.00 | 0.00 | 59.76K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 31.73K | SH | $4.63M 1.70% | 0.00 | 0.00 | 31.73K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 50.80K | SH | $4.20M 1.55% | 0.00 | 0.00 | 50.80K |
APPLE INCSOLE | COM | 12.37K | SH | $3.14M 1.15% | 0.00 | 0.00 | 12.37K |
SOUTHERN COSOLE | COM | 18.38K | SH | $1.77M 0.65% | 0.00 | 0.00 | 18.38K |
NVIDIA CORPORATIONSOLE | COM | 6.26K | SH | $1.09M 0.40% | 0.00 | 0.00 | 6.26K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.77K | SH | $1.02M 0.38% | 0.00 | 0.00 | 1.77K |