NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
9.0%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 259.86M
Full voting authority
259.86M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 2.97M | SH | $858.36M 3.52% | 2.97M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 936.47K | SH | $702.01M 2.88% | 936.47K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 8.34M | SH | $643.05M 2.64% | 8.34M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.99M | SH | $598.37M 2.46% | 2.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.52M | SH | $566.30M 2.32% | 1.52M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 4.25M | SH | $420.91M 1.73% | 4.25M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 9.83M | SH | $405.60M 1.66% | 9.83M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 956.18K | SH | $361.22M 1.48% | 956.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 959.15K | SH | $342.92M 1.41% | 959.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 3.43M | SH | $331.32M 1.36% | 3.43M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.36M | SH | $322.13M 1.32% | 1.36M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 935.96K | SH | $306.30M 1.26% | 935.96K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 336.53K | SH | $251.29M 1.03% | 336.53K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 214.60K | SH | $248.56M 1.02% | 214.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 353.19K | SH | $241.14M 0.99% | 353.19K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 180.75K | SH | $216.99M 0.89% | 180.75K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 4.33M | SH | $209.57M 0.86% | 4.33M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 809.87K | SH | $205.70M 0.84% | 809.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.16M | SH | $186.05M 0.76% | 2.16M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.12M | SH | $175.33M 0.72% | 2.12M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 303.17K | SH | $170.62M 0.70% | 303.17K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.44M | SH | $162.85M 0.67% | 1.44M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 423.38K | SH | $150.70M 0.62% | 423.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 434.73K | SH | $149.22M 0.61% | 434.73K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 607.17K | SH | $143.60M 0.59% | 607.17K | 0.00 | 0.00 |