NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
49.6%
Top 10 weight
87.5%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 108.90K | SH | $65.07M 24.14% | 0.00 | 0.00 | 108.90K |
ISHARES TRSOLE | INTL DIV GRWTH | 443.51K | SH | $37.15M 13.78% | 0.00 | 0.00 | 443.51K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.51K | SH | $31.46M 11.67% | 0.00 | 0.00 | 54.51K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 61.32K | SH | $17.61M 6.53% | 0.00 | 0.00 | 61.32K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 65.51K | SH | $17.16M 6.37% | 0.00 | 0.00 | 65.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 80.68K | SH | $15.83M 5.87% | 0.00 | 0.00 | 80.68K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 147.50K | SH | $15.26M 5.66% | 0.00 | 0.00 | 147.50K |
ISHARES TRSOLE | CORE 40/60 MODER | 274.87K | SH | $13.02M 4.83% | 0.00 | 0.00 | 274.87K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 178.75K | SH | $12.20M 4.53% | 0.00 | 0.00 | 178.75K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 142.75K | SH | $11.05M 4.10% | 0.00 | 0.00 | 142.75K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 23.97K | SH | $9.19M 3.41% | 0.00 | 0.00 | 23.97K |
PGIM ETF TRSOLE | TOTAL RETURN BON | 181.91K | SH | $7.55M 2.80% | 0.00 | 0.00 | 181.91K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 206.88K | SH | $5.42M 2.01% | 0.00 | 0.00 | 206.88K |
JPMORGAN CHASE & COSOLE | COM | 4.77K | SH | $1.40M 0.52% | 0.00 | 0.00 | 4.77K |
APPLE INCSOLE | COM | 5.21K | SH | $1.32M 0.49% | 0.00 | 0.00 | 5.21K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.81K | SH | $1.18M 0.44% | 0.00 | 0.00 | 1.81K |
ALPHABET INCSOLE | CAP STK CL A | 3.69K | SH | $1.06M 0.39% | 0.00 | 0.00 | 3.69K |
MICROSOFT CORPSOLE | COM | 2.48K | SH | $917.0K 0.34% | 0.00 | 0.00 | 2.48K |
AMAZON COM INCSOLE | COM | 3.54K | SH | $738.1K 0.27% | 0.00 | 0.00 | 3.54K |
HOME DEPOT INCSOLE | COM | 1.59K | SH | $523.2K 0.19% | 0.00 | 0.00 | 1.59K |
HCA HEALTHCARE INCSOLE | COM | 1.06K | SH | $502.2K 0.19% | 0.00 | 0.00 | 1.06K |
VISA INCSOLE | COM CL A | 1.63K | SH | $494.0K 0.18% | 0.00 | 0.00 | 1.63K |
BLACKROCK INCSOLE | COM | 486.00 | SH | $467.0K 0.17% | 0.00 | 0.00 | 486.00 |
NVIDIA CORPORATIONSOLE | COM | 2.44K | SH | $425.9K 0.16% | 0.00 | 0.00 | 2.44K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 876.00 | SH | $419.8K 0.16% | 0.00 | 0.00 | 876.00 |