VALDOSTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
44.4%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 3.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 101.35K | SH | $33.98M 19.01% | 0.00 | 0.00 | 101.35K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.04M | SH | $24.89M 13.93% | 0.00 | 0.00 | 1.04M |
ISHARES TRSOLE | RUS TP200 GR ETF | 74.11K | SH | $20.52M 11.48% | 0.00 | 0.00 | 74.11K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 379.29K | SH | $11.41M 6.38% | 0.00 | 0.00 | 379.29K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 243.33K | SH | $8.10M 4.53% | 0.00 | 0.00 | 243.33K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 92.13K | SH | $6.42M 3.59% | 0.00 | 0.00 | 92.13K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 72.21K | SH | $6.16M 3.45% | 0.00 | 0.00 | 72.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 72.82K | SH | $5.84M 3.27% | 0.00 | 0.00 | 72.82K |
ISHARES TRSOLE | S&P 500 VAL ETF | 20.92K | SH | $4.44M 2.48% | 0.00 | 0.00 | 20.92K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 145.46K | SH | $4.39M 2.46% | 0.00 | 0.00 | 145.46K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 71.28K | SH | $4.33M 2.43% | 0.00 | 0.00 | 71.28K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 88.18K | SH | $4.26M 2.38% | 0.00 | 0.00 | 88.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 179.12K | SH | $4.24M 2.37% | 0.00 | 0.00 | 179.12K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 32.53K | SH | $4.01M 2.24% | 0.00 | 0.00 | 32.53K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 64.33K | SH | $3.81M 2.13% | 0.00 | 0.00 | 64.33K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 49.62K | SH | $3.21M 1.80% | 0.00 | 0.00 | 49.62K |
ISHARES TRSOLE | EAFE VALUE ETF | 44.42K | SH | $3.17M 1.77% | 0.00 | 0.00 | 44.42K |
ISHARES INCSOLE | CORE MSCI EMKT | 38.19K | SH | $2.57M 1.44% | 0.00 | 0.00 | 38.19K |
ISHARES TRSOLE | MSCI USA QLT FCT | 10.39K | SH | $2.06M 1.16% | 0.00 | 0.00 | 10.39K |
ISHARES TRSOLE | CORE UNIVRSL USD | 44.04K | SH | $2.05M 1.15% | 0.00 | 0.00 | 44.04K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 86.81K | SH | $2.03M 1.14% | 0.00 | 0.00 | 86.81K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 43K | SH | $1.99M 1.11% | 0.00 | 0.00 | 43K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 47.50K | SH | $1.83M 1.02% | 0.00 | 0.00 | 47.50K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 15.28K | SH | $1.82M 1.02% | 0.00 | 0.00 | 15.28K |
APPLE INCSOLE | COM | 5.85K | SH | $1.59M 0.89% | 0.00 | 0.00 | 5.85K |