ATHENS, GA
Allocation by class
Portfolio Concentration
Top 3 weight
40.1%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 13.49M
Full voting authority
13.49M
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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 3.60M | SH | $134.27M 15.28% | 3.60M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP600SM C | 1M | SH | $109.23M 12.43% | 1M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 914.23K | SH | $108.78M 12.38% | 914.23K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.13M | SH | $103.10M 11.74% | 1.13M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 696.56K | SH | $53.43M 6.08% | 696.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 395.86K | SH | $34.10M 3.88% | 395.86K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR TIPS ETF | 1.23M | SH | $31.56M 3.59% | 1.23M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 321.73K | SH | $31.04M 3.53% | 321.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 71.57K | SH | $26.48M 3.01% | 71.57K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 269.85K | SH | $24.07M 2.74% | 269.85K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 197.74K | SH | $19.07M 2.17% | 197.74K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 671.88K | SH | $17.59M 2.00% | 671.88K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 145.84K | SH | $17.11M 1.95% | 145.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 212.25K | SH | $14.10M 1.61% | 212.25K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 186.60K | SH | $9.44M 1.07% | 186.60K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 96.24K | SH | $8.74M 0.99% | 96.24K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 305.78K | SH | $8.40M 0.96% | 305.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 34.53K | SH | $8.39M 0.95% | 34.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 103.21K | SH | $4.98M 0.57% | 103.21K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 55.19K | SH | $4.48M 0.51% | 55.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 109.29K | SH | $4.03M 0.46% | 109.29K | 0.00 | 0.00 |
THORNBURG ETF TRSOLE | MULTI SECTOR BD | 153.05K | SH | $3.88M 0.44% | 153.05K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA VALUE | 18.83K | SH | $3.76M 0.43% | 18.83K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHOR DUR MUN ETF | 136.92K | SH | $3.61M 0.41% | 136.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.34K | SH | $3.25M 0.37% | 4.34K | 0.00 | 0.00 |