NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
8.8%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 235.54M
Full voting authority
235.54M
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 | 2.78M | SH | $706.00M 3.49% | 2.78M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 851.15K | SH | $556.88M 2.75% | 851.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.78M | SH | $526.00M 2.60% | 7.78M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.41M | SH | $522.97M 2.58% | 1.41M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.64M | SH | $460.23M 2.27% | 2.64M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 3.92M | SH | $389.10M 1.92% | 3.92M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 9.11M | SH | $355.04M 1.75% | 9.11M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 3.30M | SH | $299.42M 1.48% | 3.30M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 883.59K | SH | $273.52M 1.35% | 883.59K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 936.62K | SH | $265.32M 1.31% | 936.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.26M | SH | $261.80M 1.29% | 1.26M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 908.51K | SH | $260.75M 1.29% | 908.51K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 308.32K | SH | $200.47M 0.99% | 308.32K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 3.96M | SH | $190.62M 0.94% | 3.96M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 760.73K | SH | $185.98M 0.92% | 760.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 303.74K | SH | $181.33M 0.90% | 303.74K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.36M | SH | $169.30M 0.84% | 1.36M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 280.86K | SH | $160.73M 0.79% | 280.86K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 171.70K | SH | $157.93M 0.78% | 171.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 321.08K | SH | $140.50M 0.69% | 321.08K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.98M | SH | $138.53M 0.68% | 1.98M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 665.71K | SH | $127.89M 0.63% | 665.71K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 570.78K | SH | $122.74M 0.61% | 570.78K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 714.95K | SH | $121.29M 0.60% | 714.95K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 401.13K | SH | $121.13M 0.60% | 401.13K | 0.00 | 0.00 |