COLUMBIA, SC
Allocation by class
Portfolio Concentration
Top 3 weight
29.7%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 8.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ETF SER SOLUTIONSSOLE | DISTILLATE US | 1.42M | SH | $85.17M 10.53% | 0.00 | 0.00 | 1.42M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 223.44K | SH | $82.68M 10.22% | 0.00 | 0.00 | 223.44K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 705.45K | SH | $72.07M 8.91% | 0.00 | 0.00 | 705.45K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 221.44K | SH | $53.81M 6.65% | 0.00 | 0.00 | 221.44K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 547.92K | SH | $39.04M 4.83% | 0.00 | 0.00 | 547.92K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 443.77K | SH | $37.94M 4.69% | 0.00 | 0.00 | 443.77K |
UNION PAC CORPSOLE | COM | 81.88K | SH | $22.27M 2.75% | 0.00 | 0.00 | 81.88K |
AMAZON COM INCSOLE | COM | 93.24K | SH | $22.22M 2.75% | 0.00 | 0.00 | 93.24K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.48K | SH | $20.25M 2.50% | 0.00 | 0.00 | 29.48K |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 383.52K | SH | $19.44M 2.40% | 0.00 | 0.00 | 383.52K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 212.10K | SH | $17.56M 2.17% | 0.00 | 0.00 | 212.10K |
APPLE INCSOLE | COM | 51.50K | SH | $14.90M 1.84% | 0.00 | 0.00 | 51.50K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 389.22K | SH | $13.63M 1.69% | 0.00 | 0.00 | 389.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.75K | SH | $11.05M 1.37% | 0.00 | 0.00 | 14.75K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL SILVER | 565.26K | SH | $10.67M 1.32% | 0.00 | 0.00 | 565.26K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 46.66K | SH | $10.17M 1.26% | 0.00 | 0.00 | 46.66K |
ALPHABET INCSOLE | CAP STK CL C | 27.17K | SH | $9.60M 1.19% | 0.00 | 0.00 | 27.17K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 159.64K | SH | $9.53M 1.18% | 0.00 | 0.00 | 159.64K |
MICROSOFT CORPSOLE | COM | 20.71K | SH | $7.72M 0.95% | 0.00 | 0.00 | 20.71K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 300.04K | SH | $7.24M 0.90% | 0.00 | 0.00 | 300.04K |
JPMORGAN CHASE & COSOLE | COM | 21.70K | SH | $7.10M 0.88% | 0.00 | 0.00 | 21.70K |
NVIDIA CORPORATIONSOLE | COM | 34.56K | SH | $6.91M 0.85% | 0.00 | 0.00 | 34.56K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.35K | SH | $6.47M 0.80% | 0.00 | 0.00 | 21.35K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.07K | SH | $5.28M 0.65% | 0.00 | 0.00 | 7.07K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 170.88K | SH | $5.16M 0.64% | 0.00 | 0.00 | 170.88K |