ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
30.2%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 2.63M
Full voting authority
2.63M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 70.95K | SH | $37.3K 18.53% | 70.95K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 160.97K | SH | $13.2K 6.54% | 160.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.48K | SH | $10.4K 5.15% | 11.48K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | INFLATION ALLOCA | 359.05K | SH | $9.7K 4.83% | 359.05K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 76.83K | SH | $8.1K 4.01% | 76.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 67.48K | SH | $7.4K 3.69% | 67.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 24.22K | SH | $6.1K 3.01% | 24.22K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 85.03K | SH | $4.9K 2.43% | 85.03K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 65.46K | SH | $4.2K 2.09% | 65.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 64.28K | SH | $3.7K 1.85% | 64.28K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 8.25K | SH | $3.5K 1.72% | 8.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.13K | SH | $3.5K 1.72% | 15.13K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 19.80K | SH | $3.4K 1.69% | 19.80K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 25.68K | SH | $3.0K 1.49% | 25.68K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.09K | SH | $3.0K 1.49% | 4.09K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | COM | 28.76K | SH | $2.9K 1.45% | 28.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 34.93K | SH | $2.6K 1.29% | 34.93K | 0.00 | 0.00 |
ELI LILLY & COMPANYSOLE | COM | 3.21K | SH | $2.5K 1.24% | 3.21K | 0.00 | 0.00 |
DISNEY WALT COMPANYSOLE | COM | 15.73K | SH | $1.9K 0.96% | 15.73K | 0.00 | 0.00 |
KINDER MORGAN INCORPORATED DELSOLE | COM | 99.92K | SH | $1.8K 0.91% | 99.92K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 10.19K | SH | $1.8K 0.89% | 10.19K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TR BTCSOLE | SHS REP COM UT | 27.90K | SH | $1.8K 0.88% | 27.90K | 0.00 | 0.00 |
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIALSOLE | COM | 48.22K | SH | $1.6K 0.82% | 48.22K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 15.24K | SH | $1.6K 0.79% | 15.24K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | COM | 3.23K | SH | $1.6K 0.78% | 3.23K | 0.00 | 0.00 |