RALEIGH, NC
Allocation by class
Portfolio Concentration
Top 3 weight
47.4%
Top 10 weight
88.0%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 98.47K | SH | $36.44M 18.11% | 0.00 | 0.00 | 98.47K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 790.07K | SH | $35.05M 17.42% | 0.00 | 0.00 | 790.07K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 302.41K | SH | $23.90M 11.88% | 0.00 | 0.00 | 302.41K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 90.04K | SH | $19.62M 9.75% | 0.00 | 0.00 | 90.04K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 235.15K | SH | $16.75M 8.33% | 0.00 | 0.00 | 235.15K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.61K | SH | $12.31M 6.12% | 0.00 | 0.00 | 40.61K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 145.41K | SH | $11.72M 5.82% | 0.00 | 0.00 | 145.41K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 130.46K | SH | $11.15M 5.54% | 0.00 | 0.00 | 130.46K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 140.93K | SH | $8.20M 4.08% | 0.00 | 0.00 | 140.93K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 22.24K | SH | $1.82M 0.91% | 0.00 | 0.00 | 22.24K |
AMAZON COM INCSOLE | COM | 6.77K | SH | $1.61M 0.80% | 0.00 | 0.00 | 6.77K |
ELI LILLY & COSOLE | COM | 801.00 | SH | $960.6K 0.48% | 0.00 | 0.00 | 801.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 2.29K | SH | $787.2K 0.39% | 0.00 | 0.00 | 2.29K |
APPLE INCSOLE | COM | 2.63K | SH | $759.8K 0.38% | 0.00 | 0.00 | 2.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 994.00 | SH | $744.1K 0.37% | 0.00 | 0.00 | 994.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 2.52K | SH | $709.2K 0.35% | 0.00 | 0.00 | 2.52K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.79K | SH | $661.1K 0.33% | 0.00 | 0.00 | 2.79K |
TEXAS INSTRS INCSOLE | COM | 2.13K | SH | $633.4K 0.31% | 0.00 | 0.00 | 2.13K |
GSK PLCSOLE | SPONSORED ADR | 11.36K | SH | $595.4K 0.30% | 0.00 | 0.00 | 11.36K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 2.40K | SH | $580.7K 0.29% | 0.00 | 0.00 | 2.40K |
ALPHABET INCSOLE | CAP STK CL A | 1.56K | SH | $556.4K 0.28% | 0.00 | 0.00 | 1.56K |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 13.99K | SH | $539.6K 0.27% | 0.00 | 0.00 | 13.99K |
MERCK & CO INCSOLE | COM | 3.80K | SH | $487.8K 0.24% | 0.00 | 0.00 | 3.80K |
JOHNSON & JOHNSONSOLE | COM | 1.70K | SH | $432.7K 0.22% | 0.00 | 0.00 | 1.70K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 8.78K | SH | $370.8K 0.18% | 0.00 | 0.00 | 8.78K |