ABINGDON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
13.4%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 11.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 763.35K | SH | $34.85M 4.52% | 0.00 | 0.00 | 763.35K |
NVIDIA CORPORATIONSOLE | COM | 199.55K | SH | $34.80M 4.52% | 0.00 | 0.00 | 199.55K |
SSGA ACTIVE TRSOLE | STATE STREET BLA | 1.21M | SH | $33.81M 4.39% | 0.00 | 0.00 | 1.21M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.11M | SH | $33.41M 4.34% | 0.00 | 0.00 | 1.11M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.14M | SH | $32.57M 4.23% | 0.00 | 0.00 | 1.14M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 970.71K | SH | $32.56M 4.23% | 0.00 | 0.00 | 970.71K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 541.32K | SH | $31.69M 4.11% | 0.00 | 0.00 | 541.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 225.58K | SH | $22.09M 2.87% | 0.00 | 0.00 | 225.58K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 248.10K | SH | $19.99M 2.59% | 0.00 | 0.00 | 248.10K |
APPLE INCSOLE | COM | 68.55K | SH | $17.40M 2.26% | 0.00 | 0.00 | 68.55K |
MICROSOFT CORPSOLE | COM | 41.22K | SH | $15.26M 1.98% | 0.00 | 0.00 | 41.22K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 237.16K | SH | $12.46M 1.62% | 0.00 | 0.00 | 237.16K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 175.68K | SH | $12.46M 1.62% | 0.00 | 0.00 | 175.68K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 284.43K | SH | $12.01M 1.56% | 0.00 | 0.00 | 284.43K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 254.36K | SH | $11.60M 1.51% | 0.00 | 0.00 | 254.36K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 240.98K | SH | $11.54M 1.50% | 0.00 | 0.00 | 240.98K |
BROADCOM INCSOLE | COM | 33.36K | SH | $10.33M 1.34% | 0.00 | 0.00 | 33.36K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 88.97K | SH | $9.83M 1.28% | 0.00 | 0.00 | 88.97K |
AMAZON COM INCSOLE | COM | 45.06K | SH | $9.39M 1.22% | 0.00 | 0.00 | 45.06K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 122.40K | SH | $9.20M 1.19% | 0.00 | 0.00 | 122.40K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 88.74K | SH | $9.17M 1.19% | 0.00 | 0.00 | 88.74K |
JPMORGAN CHASE & COSOLE | COM | 30.77K | SH | $9.05M 1.17% | 0.00 | 0.00 | 30.77K |
ALPHABET INCSOLE | CAP STK CL A | 30.60K | SH | $8.80M 1.14% | 0.00 | 0.00 | 30.60K |
ISHARES TRSOLE | INTL DIV GRWTH | 91.29K | SH | $7.65M 0.99% | 0.00 | 0.00 | 91.29K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 81.89K | SH | $7.24M 0.94% | 0.00 | 0.00 | 81.89K |