NASHVILLE, TN
Allocation by class
Portfolio Concentration
Top 3 weight
27.6%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 2.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 721.26K | SH | $18.96M 11.94% | 0.00 | 0.00 | 721.26K |
GOLDMAN SACHS ETF TRSOLE | ACCESS INVT GR | 364.96K | SH | $16.51M 10.40% | 0.00 | 0.00 | 364.96K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 259.37K | SH | $8.36M 5.26% | 0.00 | 0.00 | 259.37K |
APPLE INCSOLE | COM | 34.21K | SH | $7.21M 4.54% | 0.00 | 0.00 | 34.21K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 112.25K | SH | $6.74M 4.25% | 0.00 | 0.00 | 112.25K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.41K | SH | $5.05M 3.18% | 0.00 | 0.00 | 12.41K |
ORACLE CORPSOLE | COM | 27.86K | SH | $3.93M 2.48% | 0.00 | 0.00 | 27.86K |
JPMORGAN CHASE & CO.SOLE | COM | 18.79K | SH | $3.80M 2.39% | 0.00 | 0.00 | 18.79K |
ALPHABET INCSOLE | CAP STK CL C | 20.44K | SH | $3.75M 2.36% | 0.00 | 0.00 | 20.44K |
MICROSOFT CORPSOLE | COM | 8.11K | SH | $3.62M 2.28% | 0.00 | 0.00 | 8.11K |
HCA HEALTHCARE INCSOLE | COM | 9.34K | SH | $3.00M 1.89% | 0.00 | 0.00 | 9.34K |
AMGEN INCSOLE | COM | 8.97K | SH | $2.80M 1.76% | 0.00 | 0.00 | 8.97K |
ABBVIE INCSOLE | COM | 16.11K | SH | $2.76M 1.74% | 0.00 | 0.00 | 16.11K |
UNITEDHEALTH GROUP INCSOLE | COM | 4.83K | SH | $2.46M 1.55% | 0.00 | 0.00 | 4.83K |
VISA INCSOLE | COM CL A | 9.38K | SH | $2.46M 1.55% | 0.00 | 0.00 | 9.38K |
COSTCO WHSL CORP NEWSOLE | COM | 2.89K | SH | $2.45M 1.54% | 0.00 | 0.00 | 2.89K |
AMAZON COM INCSOLE | COM | 12.19K | SH | $2.36M 1.48% | 0.00 | 0.00 | 12.19K |
COMCAST CORP NEWSOLE | CL A | 57.92K | SH | $2.27M 1.43% | 0.00 | 0.00 | 57.92K |
CHUBB LIMITEDSOLE | COM | 8.68K | SH | $2.21M 1.39% | 0.00 | 0.00 | 8.68K |
RTX CORPORATIONSOLE | COM | 20.89K | SH | $2.10M 1.32% | 0.00 | 0.00 | 20.89K |
ELI LILLY & COSOLE | COM | 2.20K | SH | $1.99M 1.25% | 0.00 | 0.00 | 2.20K |
CHEVRON CORP NEWSOLE | COM | 12.42K | SH | $1.94M 1.22% | 0.00 | 0.00 | 12.42K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 64.19K | SH | $1.86M 1.17% | 0.00 | 0.00 | 64.19K |
EOG RES INCSOLE | COM | 14.54K | SH | $1.83M 1.15% | 0.00 | 0.00 | 14.54K |
TRACTOR SUPPLY COSOLE | COM | 6.76K | SH | $1.83M 1.15% | 0.00 | 0.00 | 6.76K |