GREENSBORO, NC
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
51.8%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Full voting authority
1.79M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Dividend Appreciation ETFSOLE | Equity | 128.26K | SH | $27.58M 11.56% | 128.26K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Equity | 38.88K | SH | $23.24M 9.74% | 38.88K | 0.00 | 0.00 |
Vanguard S&P 500 ValueSOLE | Equity | 65.58K | SH | $13.36M 5.60% | 65.58K | 0.00 | 0.00 |
Apple IncSOLE | Equity | 43.77K | SH | $11.11M 4.66% | 43.77K | 0.00 | 0.00 |
Microsoft CorpSOLE | Equity | 26.57K | SH | $9.83M 4.12% | 26.57K | 0.00 | 0.00 |
Vanguard Value ETFSOLE | Equity | 49.31K | SH | $9.67M 4.05% | 49.31K | 0.00 | 0.00 |
Nvidia CorpSOLE | Equity | 55.06K | SH | $9.60M 4.02% | 55.06K | 0.00 | 0.00 |
Vanguard Growth ETFSOLE | Equity | 15.91K | SH | $6.95M 2.91% | 15.91K | 0.00 | 0.00 |
Vanguard Mid Cap Index ETFSOLE | Equity | 22.17K | SH | $6.37M 2.67% | 22.17K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | Equity | 20.32K | SH | $5.84M 2.45% | 20.32K | 0.00 | 0.00 |
I Shares 3-7 Year US Treas. ETFSOLE | Equity | 39.11K | SH | $4.64M 1.94% | 39.11K | 0.00 | 0.00 |
S P D R S&P 500 ETFSOLE | Equity | 6.73K | SH | $4.38M 1.83% | 6.73K | 0.00 | 0.00 |
Wisdomtree Floating Rate Treas. ETFSOLE | Equity | 71.64K | SH | $3.61M 1.51% | 71.64K | 0.00 | 0.00 |
Powershs QQQ Nasdaq ETFSOLE | Equity | 5.56K | SH | $3.21M 1.35% | 5.56K | 0.00 | 0.00 |
Schwab Fundamental US Co. IndexSOLE | Equity | 103.44K | SH | $2.88M 1.21% | 103.44K | 0.00 | 0.00 |
Schwab 5 10 Year Corp Bond ETFSOLE | Equity | 121.51K | SH | $2.76M 1.16% | 121.51K | 0.00 | 0.00 |
Vanguard Ultra Short Term BondSOLE | Equity | 52.74K | SH | $2.63M 1.10% | 52.74K | 0.00 | 0.00 |
Meta PlatformsSOLE | Equity | 4.30K | SH | $2.46M 1.03% | 4.30K | 0.00 | 0.00 |
Lilly Eli & CompanySOLE | Equity | 2.65K | SH | $2.44M 1.02% | 2.65K | 0.00 | 0.00 |
Spider Gold TRUSTSOLE | Equity | 5.46K | SH | $2.35M 0.98% | 5.46K | 0.00 | 0.00 |
Vanguard Inter-Term Bond ETFSOLE | Equity | 38.51K | SH | $2.29M 0.96% | 38.51K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | Equity | 12.91K | SH | $2.19M 0.92% | 12.91K | 0.00 | 0.00 |
Unitedhealth Group IncSOLE | Equity | 7.73K | SH | $2.09M 0.88% | 7.73K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | Equity | 6.78K | SH | $1.99M 0.84% | 6.78K | 0.00 | 0.00 |
First Bancorp N CSOLE | Equity | 34.83K | SH | $1.96M 0.82% | 34.83K | 0.00 | 0.00 |