OCALA, FL
Allocation by class
Portfolio Concentration
Top 3 weight
26.4%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 1.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 172.78K | SH | $15.83M 16.15% | 0.00 | 0.00 | 172.78K |
NVIDIA CORPORATIONSOLE | COM | 27.96K | SH | $5.60M 5.71% | 0.00 | 0.00 | 27.96K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.10K | SH | $4.49M 4.58% | 0.00 | 0.00 | 6.10K |
SPDR SERIES TRUSTSOLE | ST STR P400MID | 59.53K | SH | $4.02M 4.10% | 0.00 | 0.00 | 59.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 45.17K | SH | $4.00M 4.08% | 0.00 | 0.00 | 45.17K |
SSGA ACTIVE TRSOLE | ST ST SH DU ETF | 156.63K | SH | $3.92M 4.00% | 0.00 | 0.00 | 156.63K |
APPLE INCSOLE | COM | 11.46K | SH | $3.32M 3.38% | 0.00 | 0.00 | 11.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 12.09K | SH | $2.64M 2.69% | 0.00 | 0.00 | 12.09K |
SPDR GOLD TRSOLE | GOLD SHS | 6.50K | SH | $2.39M 2.44% | 0.00 | 0.00 | 6.50K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 42.08K | SH | $2.18M 2.22% | 0.00 | 0.00 | 42.08K |
SPDR SERIES TRUSTSOLE | ST SHO TREAS ETF | 63.59K | SH | $1.84M 1.88% | 0.00 | 0.00 | 63.59K |
ADVANCED MICRO DEVICES INCSOLE | COM | 3.16K | SH | $1.83M 1.87% | 0.00 | 0.00 | 3.16K |
CATERPILLAR INCSOLE | COM | 1.72K | SH | $1.83M 1.87% | 0.00 | 0.00 | 1.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 20.79K | SH | $1.79M 1.83% | 0.00 | 0.00 | 20.79K |
MICROSOFT CORPSOLE | COM | 4.74K | SH | $1.77M 1.80% | 0.00 | 0.00 | 4.74K |
AMAZON COM INCSOLE | COM | 6.66K | SH | $1.59M 1.62% | 0.00 | 0.00 | 6.66K |
SPDR SERIES TRUSTSOLE | ST INTER ETF | 52.61K | SH | $1.49M 1.52% | 0.00 | 0.00 | 52.61K |
ISHARES TRSOLE | MBS ETF | 15.20K | SH | $1.44M 1.47% | 0.00 | 0.00 | 15.20K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 24.50K | SH | $1.41M 1.44% | 0.00 | 0.00 | 24.50K |
WALMART INCSOLE | COM | 12.31K | SH | $1.39M 1.42% | 0.00 | 0.00 | 12.31K |
TESLA INCSOLE | COM | 3.17K | SH | $1.33M 1.36% | 0.00 | 0.00 | 3.17K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.55K | SH | $1.16M 1.18% | 0.00 | 0.00 | 1.55K |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE JAPAN ETF | 28.23K | SH | $1.12M 1.14% | 0.00 | 0.00 | 28.23K |
MICRON TECHNOLOGY INCSOLE | COM | 835.00 | SH | $963.8K 0.98% | 0.00 | 0.00 | 835.00 |
HOME DEPOT INCSOLE | COM | 2.67K | SH | $940.7K 0.96% | 0.00 | 0.00 | 2.67K |