ALPHARETTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
19.8%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Full voting authority
1.46M
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 |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 103.99K | SH | $8.38M 7.52% | 103.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 71.31K | SH | $7.08M 6.35% | 71.31K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 88.02K | SH | $6.59M 5.91% | 88.02K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 56.77K | SH | $6.27M 5.62% | 56.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 118.60K | SH | $6.26M 5.61% | 118.60K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 100.14K | SH | $6.01M 5.39% | 100.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 69.90K | SH | $5.78M 5.19% | 69.90K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 77.95K | SH | $5.74M 5.15% | 77.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.46K | SH | $5.19M 4.66% | 20.46K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 44.49K | SH | $5.17M 4.64% | 44.49K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 14.80K | SH | $4.42M 3.97% | 14.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 122.11K | SH | $3.25M 2.91% | 122.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 68.39K | SH | $3.17M 2.84% | 68.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.01K | SH | $2.89M 2.59% | 9.01K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 56.53K | SH | $2.72M 2.44% | 56.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 47.94K | SH | $2.43M 2.18% | 47.94K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 22.28K | SH | $1.75M 1.57% | 22.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 48.10K | SH | $1.69M 1.51% | 48.10K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 20.41K | SH | $1.57M 1.41% | 20.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.55K | SH | $1.19M 1.07% | 4.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.47K | SH | $1.18M 1.06% | 2.47K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 3.20K | SH | $1.14M 1.02% | 3.20K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 11.18K | SH | $1.08M 0.97% | 11.18K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 19.41K | SH | $1.05M 0.94% | 19.41K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 4.59K | SH | $1.00M 0.90% | 4.59K | 0.00 | 0.00 |