ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 32.92M
Full voting authority
46.71K
shares
Joint voting authority
0.00
shares
No voting authority
32.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 2.46M | SH | $90.30M 4.93% | 0.00 | 0.00 | 2.46M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 2.40M | SH | $77.22M 4.22% | 6.17K | 0.00 | 2.39M |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 1.91M | SH | $65.65M 3.59% | 0.00 | 0.00 | 1.91M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 1.45M | SH | $58.41M 3.19% | 0.00 | 0.00 | 1.45M |
ISHARES INCSOLE | MSCI EMRG CHN | 644.73K | SH | $50.71M 2.77% | 0.00 | 0.00 | 644.73K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 631.12K | SH | $47.43M 2.59% | 0.00 | 0.00 | 631.12K |
PACER FDS TRSOLE | US CASH COWS 100 | 717.18K | SH | $44.87M 2.45% | 0.00 | 0.00 | 717.18K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 1.27M | SH | $37.51M 2.05% | 0.00 | 0.00 | 1.27M |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 388.91K | SH | $36.42M 1.99% | 0.00 | 0.00 | 388.91K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 433.80K | SH | $34.97M 1.91% | 0.00 | 0.00 | 433.80K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 660.55K | SH | $33.27M 1.82% | 0.00 | 0.00 | 660.55K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.18M | SH | $31.02M 1.69% | 0.00 | 0.00 | 1.18M |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 326.61K | SH | $27.60M 1.51% | 0.00 | 0.00 | 326.61K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 952.11K | SH | $25.00M 1.37% | 0.00 | 0.00 | 952.11K |
APPLE INCSOLE | COM | 97.55K | SH | $24.76M 1.35% | 0.00 | 0.00 | 97.55K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 906.15K | SH | $24.60M 1.34% | 0.00 | 0.00 | 906.15K |
PROSHARES TRSOLE | DJ BRKFLD GLB | 386.50K | SH | $23.18M 1.27% | 2.20K | 0.00 | 384.30K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 463.32K | SH | $22.92M 1.25% | 0.00 | 0.00 | 463.32K |
ALPS ETF TRSOLE | ALERIAN MLP | 410.47K | SH | $21.61M 1.18% | 1.22K | 0.00 | 409.25K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 132.08K | SH | $21.61M 1.18% | 463.00 | 0.00 | 131.62K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 960.23K | SH | $21.45M 1.17% | 0.00 | 0.00 | 960.23K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 32.71K | SH | $21.27M 1.16% | 56.00 | 0.00 | 32.65K |
ISHARES TRSOLE | US DIGITAL INFRA | 210.42K | SH | $20.58M 1.12% | 39.00 | 0.00 | 210.38K |
MICROSOFT CORPSOLE | COM | 55.46K | SH | $20.53M 1.12% | 6.40K | 0.00 | 49.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 91.69K | SH | $19.72M 1.08% | 0.00 | 0.00 | 91.69K |