COOKEVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
26.1%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 2.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 351.78K | SH | $15.61M 10.48% | 0.00 | 0.00 | 351.78K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 316.94K | SH | $12.88M 8.65% | 0.00 | 0.00 | 316.94K |
SMARTFINANCIAL INCSOLE | COM NEW | 220.40K | SH | $10.34M 6.94% | 0.00 | 0.00 | 220.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 261.64K | SH | $9.75M 6.54% | 0.00 | 0.00 | 261.64K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 186.29K | SH | $8.72M 5.85% | 0.00 | 0.00 | 186.29K |
DOUBLELINE ETF TRUSTSOLE | OPPO CORE BD ETF | 188.42K | SH | $8.59M 5.77% | 0.00 | 0.00 | 188.42K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 144.90K | SH | $8.55M 5.74% | 0.00 | 0.00 | 144.90K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 141.79K | SH | $8.25M 5.54% | 0.00 | 0.00 | 141.79K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 90.77K | SH | $4.59M 3.08% | 0.00 | 0.00 | 90.77K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 113.20K | SH | $4.39M 2.95% | 0.00 | 0.00 | 113.20K |
COMMERCIAL BANCGROUP INCSOLE | COM | 124.54K | SH | $4.02M 2.70% | 0.00 | 0.00 | 124.54K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 54.60K | SH | $2.71M 1.82% | 0.00 | 0.00 | 54.60K |
BROADCOM INCSOLE | COM | 6.99K | SH | $2.64M 1.77% | 0.00 | 0.00 | 6.99K |
META PLATFORMS INCSOLE | CL A | 4.30K | SH | $2.42M 1.62% | 0.00 | 0.00 | 4.30K |
MICROSOFT CORPSOLE | COM | 5.87K | SH | $2.19M 1.47% | 0.00 | 0.00 | 5.87K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.36K | SH | $2.08M 1.40% | 0.00 | 0.00 | 4.36K |
ALPHABET INCSOLE | CAP STK CL C | 5.75K | SH | $2.03M 1.36% | 0.00 | 0.00 | 5.75K |
ATMOS ENERGY CORPSOLE | COM | 9.70K | SH | $1.67M 1.12% | 0.00 | 0.00 | 9.70K |
JPMORGAN CHASE & COSOLE | COM | 4.78K | SH | $1.57M 1.05% | 0.00 | 0.00 | 4.78K |
US BANCORPSOLE | COM NEW | 25.21K | SH | $1.52M 1.02% | 0.00 | 0.00 | 25.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.03K | SH | $1.52M 1.02% | 0.00 | 0.00 | 3.03K |
ELI LILLY & COSOLE | COM | 1.24K | SH | $1.48M 1.00% | 0.00 | 0.00 | 1.24K |
PHILIP MORRIS INTL INCSOLE | COM | 8.05K | SH | $1.46M 0.98% | 0.00 | 0.00 | 8.05K |
ISHARES TRSOLE | TRS FLT RT BD | 28.40K | SH | $1.44M 0.97% | 0.00 | 0.00 | 28.40K |
AMAZON COM INCSOLE | COM | 5.89K | SH | $1.40M 0.94% | 0.00 | 0.00 | 5.89K |