ASHEVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 4.46M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 815.51K | SH | $42.15M 14.01% | 0.00 | 0.00 | 815.51K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 108.26K | SH | $32.80M 10.90% | 0.00 | 0.00 | 108.26K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 321.93K | SH | $31.06M 10.33% | 0.00 | 0.00 | 321.93K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 324.61K | SH | $28.96M 9.63% | 0.00 | 0.00 | 324.61K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 500.11K | SH | $25.29M 8.41% | 0.00 | 0.00 | 500.11K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 243.49K | SH | $23.28M 7.74% | 0.00 | 0.00 | 243.49K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 467.99K | SH | $23.06M 7.67% | 0.00 | 0.00 | 467.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 28.73K | SH | $21.51M 7.15% | 0.00 | 0.00 | 28.73K |
NEW YORK LIFE INVTS ACTIVE ESOLE | MACK MU INSD ETF | 555.56K | SH | $13.45M 4.47% | 0.00 | 0.00 | 555.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.41K | SH | $6.81M 2.27% | 0.00 | 0.00 | 18.41K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 48.72K | SH | $4.28M 1.42% | 0.00 | 0.00 | 48.72K |
2023 ETF SERIES TRUSTSOLE | EAGL CAP SEL ETF | 94.40K | SH | $3.04M 1.01% | 0.00 | 0.00 | 94.40K |
APPLE INCSOLE | COM | 10.42K | SH | $3.01M 1.00% | 0.00 | 0.00 | 10.42K |
NVIDIA CORPORATIONSOLE | COM | 14.06K | SH | $2.81M 0.94% | 0.00 | 0.00 | 14.06K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 44.17K | SH | $2.23M 0.74% | 0.00 | 0.00 | 44.17K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 46.84K | SH | $2.15M 0.72% | 0.00 | 0.00 | 46.84K |
ISHARES TRSOLE | MSCI USA MIN ETF | 22.09K | SH | $2.13M 0.71% | 0.00 | 0.00 | 22.09K |
BROADCOM INCSOLE | COM | 5.62K | SH | $2.12M 0.71% | 0.00 | 0.00 | 5.62K |
ISHARES TRSOLE | MSCI USA MMENTM | 5.75K | SH | $1.97M 0.66% | 0.00 | 0.00 | 5.75K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 12.87K | SH | $1.64M 0.54% | 0.00 | 0.00 | 12.87K |
MICROSOFT CORPSOLE | COM | 4K | SH | $1.49M 0.50% | 0.00 | 0.00 | 4K |
SPDR SERIES TRUSTSOLE | ST NUVE HIGH ETF | 48.29K | SH | $1.23M 0.41% | 0.00 | 0.00 | 48.29K |
FIRST TR EXCHNG TRADED FD VISOLE | U S EQUITY BUF | 38.42K | SH | $1.17M 0.39% | 0.00 | 0.00 | 38.42K |
AMAZON COM INCSOLE | COM | 4.86K | SH | $1.16M 0.39% | 0.00 | 0.00 | 4.86K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL AGGREGTE BD | 51.66K | SH | $1.06M 0.35% | 0.00 | 0.00 | 51.66K |