ATHENS, GA
Allocation by class
Portfolio Concentration
Top 3 weight
40.6%
Top 10 weight
75.8%
Voting Authority Distribution
Total shares with voting rights: 12.30M
Full voting authority
12.30M
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 | 3.46M | SH | $122.77M 16.14% | 3.46M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.01M | SH | $95.34M 12.53% | 1.01M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 1.13M | SH | $91.10M 11.97% | 1.13M | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 883.50K | SH | $86.50M 11.37% | 883.50K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 657.47K | SH | $50.74M 6.67% | 657.47K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.15M | SH | $29.98M 3.94% | 1.15M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 65.77K | SH | $28.73M 3.78% | 65.77K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 335.82K | SH | $27.06M 3.56% | 335.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.42K | SH | $22.59M 2.97% | 70.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 262.16K | SH | $22.24M 2.92% | 262.16K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 702.14K | SH | $18.44M 2.42% | 702.14K | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 188.88K | SH | $17.74M 2.33% | 188.88K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 149.07K | SH | $15.17M 1.99% | 149.07K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 209.04K | SH | $12.37M 1.63% | 209.04K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 227.40K | SH | $11.51M 1.51% | 227.40K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 96.33K | SH | $7.62M 1.00% | 96.33K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 33.94K | SH | $7.37M 0.97% | 33.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 102.11K | SH | $4.95M 0.65% | 102.11K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 55.19K | SH | $4.20M 0.55% | 55.19K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 148.97K | SH | $4.04M 0.53% | 148.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 110.35K | SH | $3.75M 0.49% | 110.35K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 28.64K | SH | $3.04M 0.40% | 28.64K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH OPPORT FXD | 68.90K | SH | $3.00M 0.39% | 68.90K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 58.30K | SH | $2.91M 0.38% | 58.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.35K | SH | $2.84M 0.37% | 4.35K | 0.00 | 0.00 |