ASHEVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
81.7%
Voting Authority Distribution
Total shares with voting rights: 4.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 713.05K | SH | $32.17M 13.68% | 0.00 | 0.00 | 713.05K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 533.73K | SH | $27.01M 11.49% | 0.00 | 0.00 | 533.73K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 312.37K | SH | $26.50M 11.27% | 0.00 | 0.00 | 312.37K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 307.99K | SH | $24.82M 10.55% | 0.00 | 0.00 | 307.99K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 234.13K | SH | $20.57M 8.75% | 0.00 | 0.00 | 234.13K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 451.76K | SH | $19.22M 8.17% | 0.00 | 0.00 | 451.76K |
ISHARES TRSOLE | CORE S&P500 ETF | 28.96K | SH | $18.92M 8.04% | 0.00 | 0.00 | 28.96K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUNI | 555.40K | SH | $13.17M 5.60% | 0.00 | 0.00 | 555.40K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.80K | SH | $6.03M 2.57% | 0.00 | 0.00 | 18.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.54K | SH | $3.79M 1.61% | 0.00 | 0.00 | 49.54K |
2023 ETF SERIES TRUSTSOLE | EAGLE CAPITAL SE | 94.40K | SH | $2.87M 1.22% | 0.00 | 0.00 | 94.40K |
APPLE INCSOLE | COM | 9K | SH | $2.29M 0.97% | 0.00 | 0.00 | 9K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 46.36K | SH | $2.14M 0.91% | 0.00 | 0.00 | 46.36K |
ISHARES TRSOLE | MSCI USA MIN VOL | 23.05K | SH | $2.14M 0.91% | 0.00 | 0.00 | 23.05K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 45.21K | SH | $2.06M 0.88% | 0.00 | 0.00 | 45.21K |
NVIDIA CORPORATIONSOLE | COM | 10.20K | SH | $1.78M 0.76% | 0.00 | 0.00 | 10.20K |
BROADCOM INCSOLE | COM | 5.67K | SH | $1.75M 0.75% | 0.00 | 0.00 | 5.67K |
MICROSOFT CORPSOLE | COM | 4.33K | SH | $1.60M 0.68% | 0.00 | 0.00 | 4.33K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS US | 13.23K | SH | $1.43M 0.61% | 0.00 | 0.00 | 13.23K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S EQT | 35.81K | SH | $1.41M 0.60% | 0.00 | 0.00 | 35.81K |
ISHARES TRSOLE | MSCI USA MMENTM | 5.79K | SH | $1.39M 0.59% | 0.00 | 0.00 | 5.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 44.87K | SH | $1.11M 0.47% | 0.00 | 0.00 | 44.87K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL AGGREGTE BD | 51.51K | SH | $1.04M 0.44% | 0.00 | 0.00 | 51.51K |
COCA COLA COSOLE | COM | 13.56K | SH | $1.03M 0.44% | 0.00 | 0.00 | 13.56K |
AMAZON COM INCSOLE | COM | 4.52K | SH | $940.8K 0.40% | 0.00 | 0.00 | 4.52K |