CHARLESTON, SC
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.65M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 52.38K | SH | $34.06M 18.38% | 0.00 | 0.00 | 52.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 212.71K | SH | $16.82M 9.07% | 0.00 | 0.00 | 212.71K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 405.42K | SH | $13.69M 7.39% | 0.00 | 0.00 | 405.42K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 195.26K | SH | $12.51M 6.75% | 0.00 | 0.00 | 195.26K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 410.31K | SH | $11.76M 6.35% | 0.00 | 0.00 | 410.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 99.18K | SH | $9.38M 5.06% | 0.00 | 0.00 | 99.18K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 139.19K | SH | $8.32M 4.49% | 0.00 | 0.00 | 139.19K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 74.70K | SH | $6.17M 3.33% | 0.00 | 0.00 | 74.70K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 66.20K | SH | $5.48M 2.96% | 0.00 | 0.00 | 66.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 65.32K | SH | $5.26M 2.84% | 0.00 | 0.00 | 65.32K |
APPLE INCSOLE | COM | 20.62K | SH | $5.23M 2.82% | 0.00 | 0.00 | 20.62K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.82K | SH | $4.75M 2.57% | 0.00 | 0.00 | 14.82K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 41.54K | SH | $3.29M 1.78% | 0.00 | 0.00 | 41.54K |
ISHARES TRSOLE | NATIONAL MUN ETF | 30.21K | SH | $3.21M 1.73% | 0.00 | 0.00 | 30.21K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 31.50K | SH | $3.15M 1.70% | 0.00 | 0.00 | 31.50K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.46K | SH | $2.66M 1.44% | 0.00 | 0.00 | 4.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.10K | SH | $2.44M 1.32% | 0.00 | 0.00 | 5.10K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQUIT | 74.40K | SH | $2.43M 1.31% | 0.00 | 0.00 | 74.40K |
ISHARES TRSOLE | GLOBAL REIT ETF | 92.93K | SH | $2.34M 1.26% | 0.00 | 0.00 | 92.93K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 18.93K | SH | $1.96M 1.06% | 0.00 | 0.00 | 18.93K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 52.96K | SH | $1.62M 0.88% | 0.00 | 0.00 | 52.96K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 52.03K | SH | $1.45M 0.78% | 0.00 | 0.00 | 52.03K |
FIRST TR EXCHNG TRADED FD VISOLE | VEST US EQUITY M | 37.80K | SH | $1.27M 0.68% | 0.00 | 0.00 | 37.80K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 20.75K | SH | $1.18M 0.63% | 0.00 | 0.00 | 20.75K |
ABBVIE INCSOLE | COM | 4.98K | SH | $1.08M 0.58% | 0.00 | 0.00 | 4.98K |