ASHEVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
34.9%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 835.66K | SH | $43.76M 14.22% | 0.00 | 0.00 | 835.66K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 109.01K | SH | $33.21M 10.79% | 0.00 | 0.00 | 109.01K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 324.71K | SH | $30.53M 9.92% | 0.00 | 0.00 | 324.71K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 325.54K | SH | $29.33M 9.53% | 0.00 | 0.00 | 325.54K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 503.94K | SH | $25.38M 8.25% | 0.00 | 0.00 | 503.94K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 244.63K | SH | $23.79M 7.73% | 0.00 | 0.00 | 244.63K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 468.71K | SH | $22.90M 7.44% | 0.00 | 0.00 | 468.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 27.95K | SH | $21.40M 6.95% | 0.00 | 0.00 | 27.95K |
NYLIM ACTIVE ETF TRSOLE | MACK MU INSD ETF | 594.62K | SH | $13.24M 4.30% | 0.00 | 0.00 | 594.62K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 19.32K | SH | $7.23M 2.35% | 0.00 | 0.00 | 19.32K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 45.56K | SH | $4.09M 1.33% | 0.00 | 0.00 | 45.56K |
APPLE INCSOLE | COM | 10.96K | SH | $3.65M 1.19% | 0.00 | 0.00 | 10.96K |
NVIDIA CORPORATIONSOLE | COM | 15.81K | SH | $3.61M 1.17% | 0.00 | 0.00 | 15.81K |
2023 ETF SERIES TRUSTSOLE | EAGL CAP SEL ETF | 94.40K | SH | $3.21M 1.04% | 0.00 | 0.00 | 94.40K |
MICROSOFT CORPSOLE | COM | 4.80K | SH | $2.46M 0.80% | 0.00 | 0.00 | 4.80K |
ISHARES TRSOLE | MSCI USA MIN ETF | 22.01K | SH | $2.14M 0.70% | 0.00 | 0.00 | 22.01K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 41.30K | SH | $2.07M 0.67% | 0.00 | 0.00 | 41.30K |
BROADCOM INCSOLE | COM | 5.84K | SH | $2.05M 0.67% | 0.00 | 0.00 | 5.84K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 44.31K | SH | $1.94M 0.63% | 0.00 | 0.00 | 44.31K |
ISHARES TRSOLE | MSCI USA MMENTM | 5.65K | SH | $1.79M 0.58% | 0.00 | 0.00 | 5.65K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 12.03K | SH | $1.45M 0.47% | 0.00 | 0.00 | 12.03K |
INNOVATOR ETFS TRUSTSOLE | GROWTH 100 DUAL | 67.61K | SH | $1.41M 0.46% | 0.00 | 0.00 | 67.61K |
AMAZON COM INCSOLE | COM | 5.42K | SH | $1.35M 0.44% | 0.00 | 0.00 | 5.42K |
COCA COLA COSOLE | COM | 12.90K | SH | $1.11M 0.36% | 0.00 | 0.00 | 12.90K |
SPDR SERIES TRUSTSOLE | ST NUVE HIGH ETF | 47.22K | SH | $1.11M 0.36% | 0.00 | 0.00 | 47.22K |