TAMPA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
37.1%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Full voting authority
3.46M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 498.79K | SH | $31.96M 15.44% | 498.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 984.58K | SH | $22.86M 11.05% | 984.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 111.65K | SH | $21.90M 10.58% | 111.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 47.02K | SH | $20.54M 9.92% | 47.02K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 285.94K | SH | $13.74M 6.64% | 285.94K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 244.96K | SH | $12.22M 5.90% | 244.96K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 149.34K | SH | $11.52M 5.56% | 149.34K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 158.38K | SH | $8.56M 4.14% | 158.38K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 23.34K | SH | $7.49M 3.62% | 23.34K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 140.77K | SH | $6.38M 3.08% | 140.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 33.89K | SH | $6.24M 3.02% | 33.89K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 21.68K | SH | $5.58M 2.69% | 21.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 24.25K | SH | $5.27M 2.54% | 24.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 17.04K | SH | $5.15M 2.49% | 17.04K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 200.23K | SH | $4.96M 2.39% | 200.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 177.99K | SH | $4.56M 2.20% | 177.99K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 41.84K | SH | $3.08M 1.49% | 41.84K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 68.14K | SH | $1.98M 0.96% | 68.14K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 16.82K | SH | $1.79M 0.86% | 16.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 51.79K | SH | $1.71M 0.82% | 51.79K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 58.19K | SH | $1.69M 0.82% | 58.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 33.53K | SH | $1.68M 0.81% | 33.53K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 6.04K | SH | $1.30M 0.63% | 6.04K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 34.38K | SH | $1.06M 0.51% | 34.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.37K | SH | $895.6K 0.43% | 1.37K | 0.00 | 0.00 |