ATHENS, GA
Allocation by class
Portfolio Concentration
Top 3 weight
39.8%
Top 10 weight
74.2%
Voting Authority Distribution
Total shares with voting rights: 14.06M
Full voting authority
14.06M
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 | 3.63M | SH | $136.62M 15.44% | 3.63M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 921.44K | SH | $113.41M 12.82% | 921.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.13M | SH | $102.10M 11.54% | 1.13M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP600SM C | 986.99K | SH | $100.82M 11.40% | 986.99K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 746.97K | SH | $54.42M 6.15% | 746.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 393.53K | SH | $35.46M 4.01% | 393.53K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR TIPS ETF | 1.31M | SH | $31.95M 3.61% | 1.31M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 326.90K | SH | $30.74M 3.47% | 326.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 71.64K | SH | $26.81M 3.03% | 71.64K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 271.16K | SH | $24.43M 2.76% | 271.16K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 945.11K | SH | $23.61M 2.67% | 945.11K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 202.48K | SH | $18.39M 2.08% | 202.48K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 144.85K | SH | $15.93M 1.80% | 144.85K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 212.75K | SH | $13.10M 1.48% | 212.75K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 406.97K | SH | $10.56M 1.19% | 406.97K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 96.58K | SH | $8.89M 1.00% | 96.58K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 161.73K | SH | $8.15M 0.92% | 161.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 34.78K | SH | $8.04M 0.91% | 34.78K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | SHOR DUR MUN ETF | 260.11K | SH | $6.69M 0.76% | 260.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 103.85K | SH | $4.91M 0.55% | 103.85K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 55.19K | SH | $4.75M 0.54% | 55.19K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 43.19K | SH | $4.37M 0.49% | 43.19K | 0.00 | 0.00 |
THORNBURG ETF TRSOLE | MULTI SECTOR BD | 161.63K | SH | $3.97M 0.45% | 161.63K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA VALUE | 18.46K | SH | $3.65M 0.41% | 18.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.83K | SH | $3.50M 0.40% | 6.83K | 0.00 | 0.00 |