CHATTANOOGA, TN
Allocation by class
Portfolio Concentration
Top 3 weight
11.5%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Full voting authority
1.67M
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 |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & COSOLE | COM | 26.86K | SH | $7.90M 3.96% | 26.86K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.83K | SH | $7.78M 3.90% | 31.83K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S & P 500 ETF SHS | 12.13K | SH | $7.25M 3.64% | 12.13K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 41.23K | SH | $7.00M 3.51% | 41.23K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 90.08K | SH | $6.85M 3.43% | 90.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.38K | SH | $6.81M 3.41% | 18.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 138.06K | SH | $6.76M 3.39% | 138.06K | 0.00 | 0.00 |
JP MORGAN EXCHANGE-TRADED FSOLE | ULTRA SHRT INC | 125.58K | SH | $6.36M 3.19% | 125.58K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 29.31K | SH | $6.07M 3.04% | 29.31K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 27.42K | SH | $5.96M 2.99% | 27.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.05K | SH | $5.48M 2.75% | 19.05K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.98K | SH | $4.82M 2.42% | 18.98K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 36.44K | SH | $4.53M 2.27% | 36.44K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 56.74K | SH | $4.40M 2.21% | 56.74K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 18.55K | SH | $4.19M 2.10% | 18.55K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 40.30K | SH | $4.14M 2.07% | 40.30K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 25.54K | SH | $3.97M 1.99% | 25.54K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 30.77K | SH | $3.70M 1.86% | 30.77K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 41.66K | SH | $3.45M 1.73% | 41.66K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 9.96K | SH | $3.28M 1.64% | 9.96K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 36.76K | SH | $3.23M 1.62% | 36.76K | 0.00 | 0.00 |
ISHARES U S ETF TRSOLE | SHORT DURATION B | 58.15K | SH | $2.96M 1.48% | 58.15K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 55.56K | SH | $2.79M 1.40% | 55.56K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 52.67K | SH | $2.74M 1.37% | 52.67K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 11.23K | SH | $2.72M 1.36% | 11.23K | 0.00 | 0.00 |