CLEARWATER, FL
Allocation by class
Portfolio Concentration
Top 3 weight
23.2%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
1.48M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 373.19K | SH | $8.67M 8.99% | 373.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.45K | SH | $7.48M 7.76% | 11.45K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 19.29K | SH | $6.19M 6.42% | 19.29K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 195.74K | SH | $4.91M 5.10% | 195.74K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 94.34K | SH | $4.43M 4.60% | 94.34K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 28.96K | SH | $3.28M 3.40% | 28.96K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 12.04K | SH | $2.54M 2.64% | 12.04K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 29.01K | SH | $2.24M 2.32% | 29.01K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 28.37K | SH | $1.98M 2.05% | 28.37K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 25.35K | SH | $1.89M 1.96% | 25.35K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 72.28K | SH | $1.79M 1.86% | 72.28K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.67K | SH | $1.73M 1.80% | 2.67K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.35K | SH | $1.61M 1.67% | 6.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.90K | SH | $1.55M 1.61% | 8.90K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 7.68K | SH | $1.47M 1.53% | 7.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.93K | SH | $1.44M 1.50% | 6.93K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.71K | SH | $1.39M 1.44% | 4.71K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.29K | SH | $1.28M 1.33% | 1.29K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.46K | SH | $1.28M 1.33% | 4.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.34K | SH | $1.24M 1.28% | 3.34K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 1.29K | SH | $1.15M 1.20% | 1.29K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 11.32K | SH | $1.14M 1.18% | 11.32K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 10.20K | SH | $1.14M 1.18% | 10.20K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 41.55K | SH | $1.07M 1.11% | 41.55K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 42.27K | SH | $1.05M 1.09% | 42.27K | 0.00 | 0.00 |