SPARTANBURG, SC
Allocation by class
Portfolio Concentration
Top 3 weight
14.8%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 10.04M
Full voting authority
10.04M
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 |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 308.81K | SH | $78.37M 6.09% | 308.81K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 150.75K | SH | $55.80M 4.34% | 150.75K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 85.29K | SH | $55.71M 4.33% | 85.29K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 233.11K | SH | $40.65M 3.16% | 233.11K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 133.61K | SH | $38.42M 2.99% | 133.61K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 135.44K | SH | $33.11M 2.57% | 135.44K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | Stock | 35.96K | SH | $33.08M 2.57% | 35.96K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 110.22K | SH | $32.42M 2.52% | 110.22K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 145.03K | SH | $30.21M 2.35% | 145.03K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 77.58K | SH | $23.45M 1.82% | 77.58K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 23.18K | SH | $23.10M 1.80% | 23.18K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 25.39K | SH | $21.48M 1.67% | 25.39K | 0.00 | 0.00 |
WALMART INC COMSOLE | Stock | 171.93K | SH | $21.37M 1.66% | 171.93K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 299.11K | SH | $20.99M 1.63% | 299.11K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 193.86K | SH | $19.24M 1.50% | 193.86K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 53.64K | SH | $18.33M 1.42% | 53.64K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | Stock | 113.70K | SH | $18.23M 1.42% | 113.70K | 0.00 | 0.00 |
DUKE ENERGY CORP NEW COM NEWSOLE | Stock | 135.01K | SH | $17.68M 1.37% | 135.01K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 51.07K | SH | $16.80M 1.31% | 51.07K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Stock | 113.86K | SH | $16.45M 1.28% | 113.86K | 0.00 | 0.00 |
EATON CORP PLC SHSSOLE | Stock | 45.12K | SH | $16.14M 1.25% | 45.12K | 0.00 | 0.00 |
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 313.17K | SH | $15.81M 1.23% | 313.17K | 0.00 | 0.00 |
UNION PAC CORP COMSOLE | Stock | 64.12K | SH | $15.56M 1.21% | 64.12K | 0.00 | 0.00 |
AIR PRODS & CHEMS INC COMSOLE | Stock | 52.29K | SH | $15.19M 1.18% | 52.29K | 0.00 | 0.00 |
ISHARES S&P MIDCAP FUNDSOLE | ETF | 219.19K | SH | $14.80M 1.15% | 219.19K | 0.00 | 0.00 |