COOKEVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
26.9%
Top 10 weight
64.6%
Voting Authority Distribution
Total shares with voting rights: 3.03M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 417.85K | SH | $16.24M 10.55% | 0.00 | 0.00 | 417.85K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 387.69K | SH | $13.39M 8.70% | 0.00 | 0.00 | 387.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 329.48K | SH | $11.71M 7.61% | 0.00 | 0.00 | 329.48K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 214.50K | SH | $10.07M 6.54% | 0.00 | 0.00 | 214.50K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 166.88K | SH | $9.94M 6.46% | 0.00 | 0.00 | 166.88K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC CO | 216.83K | SH | $9.93M 6.45% | 0.00 | 0.00 | 216.83K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 163.31K | SH | $9.56M 6.21% | 0.00 | 0.00 | 163.31K |
SMARTFINANCIAL INCSOLE | COM NEW | 220.43K | SH | $8.61M 5.60% | 0.00 | 0.00 | 220.43K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 103.61K | SH | $5.24M 3.41% | 0.00 | 0.00 | 103.61K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 136.19K | SH | $4.77M 3.10% | 0.00 | 0.00 | 136.19K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 69.23K | SH | $3.43M 2.23% | 0.00 | 0.00 | 69.23K |
COMMERCIAL BANCGROUP INCSOLE | COM | 124.54K | SH | $3.24M 2.11% | 0.00 | 0.00 | 124.54K |
BROADCOM INCSOLE | COM | 8.23K | SH | $2.55M 1.66% | 0.00 | 0.00 | 8.23K |
META PLATFORMS INCSOLE | CL A | 3.78K | SH | $2.16M 1.40% | 0.00 | 0.00 | 3.78K |
ISHARES TRSOLE | TRS FLT RT BD | 37.20K | SH | $1.88M 1.22% | 0.00 | 0.00 | 37.20K |
ALPHABET INCSOLE | CAP STK CL C | 6.44K | SH | $1.85M 1.20% | 0.00 | 0.00 | 6.44K |
STARBUCKS CORPSOLE | COM | 20.47K | SH | $1.83M 1.19% | 0.00 | 0.00 | 20.47K |
CHEVRON CORPORATIONSOLE | COM | 8.86K | SH | $1.83M 1.19% | 0.00 | 0.00 | 8.86K |
MICROSOFT CORPSOLE | COM | 4.95K | SH | $1.83M 1.19% | 0.00 | 0.00 | 4.95K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 5.05K | SH | $1.71M 1.11% | 0.00 | 0.00 | 5.05K |
RTX CORPORATIONSOLE | COM | 8.59K | SH | $1.66M 1.08% | 0.00 | 0.00 | 8.59K |
PHILIP MORRIS INTL INCSOLE | COM | 9.93K | SH | $1.64M 1.07% | 0.00 | 0.00 | 9.93K |
JPMORGAN CHASE & COSOLE | COM | 5.54K | SH | $1.63M 1.06% | 0.00 | 0.00 | 5.54K |
AMAZON COM INCSOLE | COM | 6.93K | SH | $1.44M 0.94% | 0.00 | 0.00 | 6.93K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 3.20K | SH | $1.43M 0.93% | 0.00 | 0.00 | 3.20K |