BIRMINGHAM, AL
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
72.2%
Voting Authority Distribution
Total shares with voting rights: 2.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 219.09K | SH | $35.81M 10.70% | 0.00 | 0.00 | 219.09K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 391.05K | SH | $34.38M 10.27% | 0.00 | 0.00 | 391.05K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 86.08K | SH | $31.48M 9.40% | 0.00 | 0.00 | 86.08K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 154.01K | SH | $30.43M 9.09% | 0.00 | 0.00 | 154.01K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 98.92K | SH | $30.30M 9.05% | 0.00 | 0.00 | 98.92K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 124.52K | SH | $30.26M 9.04% | 0.00 | 0.00 | 124.52K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 393.71K | SH | $28.90M 8.63% | 0.00 | 0.00 | 393.71K |
APPLE INCSOLE | COM | 23.73K | SH | $6.87M 2.05% | 0.00 | 0.00 | 23.73K |
BARINGS CORPORATE INVSSOLE | COM | 386.99K | SH | $6.80M 2.03% | 0.00 | 0.00 | 386.99K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 55.92K | SH | $6.47M 1.93% | 0.00 | 0.00 | 55.92K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 102.78K | SH | $6.13M 1.83% | 0.00 | 0.00 | 102.78K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 59.58K | SH | $6.01M 1.79% | 0.00 | 0.00 | 59.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 67.77K | SH | $6.00M 1.79% | 0.00 | 0.00 | 67.77K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.75K | SH | $5.79M 1.73% | 0.00 | 0.00 | 7.75K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 63.04K | SH | $4.91M 1.47% | 0.00 | 0.00 | 63.04K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 43.40K | SH | $4.06M 1.21% | 0.00 | 0.00 | 43.40K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 13.02K | SH | $2.88M 0.86% | 0.00 | 0.00 | 13.02K |
APPLIED MATLS INCSOLE | COM | 3.80K | SH | $2.75M 0.82% | 0.00 | 0.00 | 3.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.05K | SH | $2.53M 0.75% | 0.00 | 0.00 | 5.05K |
JPMORGAN CHASE & COSOLE | COM | 7.36K | SH | $2.41M 0.72% | 0.00 | 0.00 | 7.36K |
DELL TECHNOLOGIES INCSOLE | CL C | 5.46K | SH | $2.35M 0.70% | 0.00 | 0.00 | 5.46K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 13.87K | SH | $2.28M 0.68% | 0.00 | 0.00 | 13.87K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.25M 0.67% | 0.00 | 0.00 | 3.00 |
PLANET LABS PBCSOLE | COM CL A | 60K | SH | $1.99M 0.59% | 0.00 | 0.00 | 60K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 15.04K | SH | $1.87M 0.56% | 0.00 | 0.00 | 15.04K |