BIRMINGHAM, AL
Allocation by class
Portfolio Concentration
Top 3 weight
29.9%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 220.54K | SH | $31.97M 10.68% | 0.00 | 0.00 | 220.54K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 78.44K | SH | $28.82M 9.63% | 0.00 | 0.00 | 78.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 388.95K | SH | $28.64M 9.57% | 0.00 | 0.00 | 388.95K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 153.07K | SH | $28.21M 9.43% | 0.00 | 0.00 | 153.07K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 125.32K | SH | $27.22M 9.10% | 0.00 | 0.00 | 125.32K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 87.78K | SH | $26.53M 8.87% | 0.00 | 0.00 | 87.78K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 97.83K | SH | $25.18M 8.41% | 0.00 | 0.00 | 97.83K |
BARINGS CORPORATE INVSSOLE | COM | 377.53K | SH | $6.51M 2.18% | 0.00 | 0.00 | 377.53K |
APPLE INCSOLE | COM | 25.26K | SH | $6.41M 2.14% | 0.00 | 0.00 | 25.26K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 63.05K | SH | $6.34M 2.12% | 0.00 | 0.00 | 63.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 57.35K | SH | $5.60M 1.87% | 0.00 | 0.00 | 57.35K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 103.12K | SH | $5.57M 1.86% | 0.00 | 0.00 | 103.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 67.27K | SH | $5.54M 1.85% | 0.00 | 0.00 | 67.27K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.78K | SH | $5.06M 1.69% | 0.00 | 0.00 | 7.78K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 61.03K | SH | $4.79M 1.60% | 0.00 | 0.00 | 61.03K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 42.90K | SH | $4.00M 1.34% | 0.00 | 0.00 | 42.90K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 12.97K | SH | $2.46M 0.82% | 0.00 | 0.00 | 12.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.10K | SH | $2.44M 0.82% | 0.00 | 0.00 | 5.10K |
JPMORGAN CHASE & COSOLE | COM | 7.54K | SH | $2.22M 0.74% | 0.00 | 0.00 | 7.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.72% | 0.00 | 0.00 | 3.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 13.60K | SH | $1.98M 0.66% | 0.00 | 0.00 | 13.60K |
PLANET LABS PBCSOLE | COM CL A | 70K | SH | $1.96M 0.65% | 0.00 | 0.00 | 70K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.76K | SH | $1.60M 0.54% | 0.00 | 0.00 | 3.76K |
MICROSOFT CORPSOLE | COM | 4.27K | SH | $1.58M 0.53% | 0.00 | 0.00 | 4.27K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.62K | SH | $1.56M 0.52% | 0.00 | 0.00 | 2.62K |