MOUNT PLEASANT, SC
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
30.8%
Voting Authority Distribution
Total shares with voting rights: 7.48M
Full voting authority
16.36K
shares
Joint voting authority
0.00
shares
No voting authority
7.46M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 58.80K | SH | $38.41M 5.31% | 113.00 | 0.00 | 58.69K |
NVIDIA CORPORATIONSOLE | COM | 204.45K | SH | $35.66M 4.93% | 0.00 | 0.00 | 204.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 192.01K | SH | $25.52M 3.53% | 0.00 | 0.00 | 192.01K |
APPLE INCSOLE | COM | 81.44K | SH | $20.67M 2.86% | 0.00 | 0.00 | 81.44K |
ALPHABET INCSOLE | CAP STK CL C | 70.70K | SH | $20.28M 2.80% | 0.00 | 0.00 | 70.70K |
AMAZON COM INCSOLE | COM | 89.25K | SH | $18.59M 2.57% | 0.00 | 0.00 | 89.25K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 78.18K | SH | $16.81M 2.33% | 0.00 | 0.00 | 78.18K |
ISHARES TRSOLE | CORE S&P MCP ETF | 235.20K | SH | $15.88M 2.20% | 371.00 | 0.00 | 234.83K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 196.54K | SH | $15.84M 2.19% | 994.00 | 0.00 | 195.54K |
ALPHABET INCSOLE | CAP STK CL A | 51.13K | SH | $14.70M 2.03% | 0.00 | 0.00 | 51.13K |
MICROSOFT CORPSOLE | COM | 39.55K | SH | $14.64M 2.02% | 0.00 | 0.00 | 39.55K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 314.44K | SH | $12.22M 1.69% | 0.00 | 0.00 | 314.44K |
ISHARES TRSOLE | CORE MSCI EAFE | 125.12K | SH | $11.33M 1.57% | 0.00 | 0.00 | 125.12K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 95.66K | SH | $10.49M 1.45% | 576.00 | 0.00 | 95.08K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 99.37K | SH | $9.73M 1.35% | 0.00 | 0.00 | 99.37K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 16.11K | SH | $9.30M 1.29% | 0.00 | 0.00 | 16.11K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 24.60K | SH | $9.04M 1.25% | 0.00 | 0.00 | 24.60K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 175.39K | SH | $8.83M 1.22% | 0.00 | 0.00 | 175.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 111.75K | SH | $8.55M 1.18% | 0.00 | 0.00 | 111.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 213.11K | SH | $8.30M 1.15% | 1.35K | 0.00 | 211.76K |
BROADCOM INCSOLE | COM | 23.45K | SH | $7.26M 1.00% | 0.00 | 0.00 | 23.45K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 7.27K | SH | $7.24M 1.00% | 0.00 | 0.00 | 7.27K |
SPDR GOLD TRSOLE | GOLD SHS | 16.49K | SH | $7.09M 0.98% | 0.00 | 0.00 | 16.49K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 142.16K | SH | $7.02M 0.97% | 0.00 | 0.00 | 142.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.11K | SH | $6.76M 0.94% | 0.00 | 0.00 | 14.11K |