OCALA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 82.46K | SH | $6.80M 7.61% | 0.00 | 0.00 | 82.46K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.29K | SH | $6.52M 7.29% | 0.00 | 0.00 | 11.29K |
NVIDIA CORPORATIONSOLE | COM | 28.46K | SH | $4.96M 5.56% | 0.00 | 0.00 | 28.46K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 62.88K | SH | $3.72M 4.17% | 0.00 | 0.00 | 62.88K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 78.29K | SH | $3.67M 4.11% | 0.00 | 0.00 | 78.29K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 111.91K | SH | $3.27M 3.65% | 0.00 | 0.00 | 111.91K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 15.48K | SH | $3.04M 3.40% | 0.00 | 0.00 | 15.48K |
APPLE INCSOLE | COM | 11.65K | SH | $2.96M 3.31% | 0.00 | 0.00 | 11.65K |
SPDR GOLD TRSOLE | GOLD SHS | 6.85K | SH | $2.95M 3.30% | 0.00 | 0.00 | 6.85K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.57K | SH | $2.87M 3.21% | 0.00 | 0.00 | 6.57K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 94.23K | SH | $2.70M 3.02% | 0.00 | 0.00 | 94.23K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 48.92K | SH | $2.36M 2.65% | 0.00 | 0.00 | 48.92K |
MICROSOFT CORPSOLE | COM | 4.79K | SH | $1.77M 1.99% | 0.00 | 0.00 | 4.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.13K | SH | $1.66M 1.86% | 0.00 | 0.00 | 55.13K |
WALMART INCSOLE | COM | 13.31K | SH | $1.65M 1.85% | 0.00 | 0.00 | 13.31K |
AMAZON COM INCSOLE | COM | 6.81K | SH | $1.42M 1.59% | 0.00 | 0.00 | 6.81K |
ISHARES TRSOLE | MBS ETF | 14.62K | SH | $1.39M 1.55% | 0.00 | 0.00 | 14.62K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.72K | SH | $1.35M 1.51% | 0.00 | 0.00 | 14.72K |
EXXON MOBIL CORPSOLE | COM | 7.93K | SH | $1.35M 1.51% | 0.00 | 0.00 | 7.93K |
CATERPILLAR INCSOLE | COM | 1.72K | SH | $1.22M 1.36% | 0.00 | 0.00 | 1.72K |
TESLA INCSOLE | COM | 3.20K | SH | $1.19M 1.33% | 0.00 | 0.00 | 3.20K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE JAPAN ETF | 28.22K | SH | $1.02M 1.14% | 0.00 | 0.00 | 28.22K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 7.28K | SH | $952.7K 1.07% | 0.00 | 0.00 | 7.28K |
ISHARES TRSOLE | TIPS BD ETF | 8.35K | SH | $921.4K 1.03% | 0.00 | 0.00 | 8.35K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 34.69K | SH | $912.3K 1.02% | 0.00 | 0.00 | 34.69K |