ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
54.2%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | UIE | 152.22K | SH | $86.47M 33.21% | 0.00 | 0.00 | 152.22K |
VANGUARD FTSE DEVELOPEDSOLE | UIE | 499.75K | SH | $28.49M 10.94% | 0.00 | 0.00 | 499.75K |
VANGUARD MUNI BND TAXSOLE | UIE | 533.22K | SH | $26.14M 10.04% | 0.00 | 0.00 | 533.22K |
VANGUARD TOTAL BONDSOLE | UIE | 281.94K | SH | $20.76M 7.97% | 0.00 | 0.00 | 281.94K |
VANGUARD EXTENDED MARKETSOLE | UIE | 103.02K | SH | $19.85M 7.62% | 0.00 | 0.00 | 103.02K |
VANGUARD INFORMATIONSOLE | UIE | 17.24K | SH | $11.44M 4.39% | 0.00 | 0.00 | 17.24K |
VANGUARD FTSE EMERGINGSOLE | UIE | 197.69K | SH | $9.78M 3.76% | 0.00 | 0.00 | 197.69K |
VANGUARD TOTALSOLE | UIE | 183.38K | SH | $9.08M 3.49% | 0.00 | 0.00 | 183.38K |
ISHARES SHORT TERM NTNLSOLE | UIE | 83.46K | SH | $8.87M 3.41% | 0.00 | 0.00 | 83.46K |
VAG ITM-TERM CORPORATESOLE | UIE | 64.25K | SH | $5.33M 2.05% | 0.00 | 0.00 | 64.25K |
VANGUARD SHORT-TERM BONDSOLE | UIE | 42.05K | SH | $3.31M 1.27% | 0.00 | 0.00 | 42.05K |
APPLE INCSOLE | COM | 11.86K | SH | $2.43M 0.93% | 0.00 | 0.00 | 11.86K |
VANGUARD INTER-TERMSOLE | UIE | 40.42K | SH | $2.42M 0.93% | 0.00 | 0.00 | 40.42K |
SPDR S&P 500 ETFSOLE | UIE | 3.68K | SH | $2.27M 0.87% | 0.00 | 0.00 | 3.68K |
GLOBAL PMTS INCSOLE | COM | 24.57K | SH | $1.97M 0.76% | 0.00 | 0.00 | 24.57K |
NVIDIA CORPSOLE | COM | 12K | SH | $1.90M 0.73% | 0.00 | 0.00 | 12K |
MICROSOFT CORPSOLE | COM | 3.81K | SH | $1.89M 0.73% | 0.00 | 0.00 | 3.81K |
SCHWAB INTERNATIONALSOLE | UIE | 84.75K | SH | $1.87M 0.72% | 0.00 | 0.00 | 84.75K |
VANGUARD TOTAL STOCKSOLE | UIE | 4.75K | SH | $1.44M 0.55% | 0.00 | 0.00 | 4.75K |
AMAZON COM INCSOLE | COM | 6.24K | SH | $1.37M 0.53% | 0.00 | 0.00 | 6.24K |
WISDOMTREE FLOATING RATESOLE | UIE | 20.82K | SH | $1.05M 0.40% | 0.00 | 0.00 | 20.82K |
AFLAC INCSOLE | COM | 9.65K | SH | $1.02M 0.39% | 0.00 | 0.00 | 9.65K |
META PLATFORMS INCSOLE | COM | 1.27K | SH | $940.7K 0.36% | 0.00 | 0.00 | 1.27K |
BERKSHIRE HATHAWAYSOLE | COM | 1.84K | SH | $895.8K 0.34% | 0.00 | 0.00 | 1.84K |
SCHWAB EMERGING MARKETSSOLE | UIE | 21.20K | SH | $639.0K 0.25% | 0.00 | 0.00 | 21.20K |