GREENVILLE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 677.46K
Full voting authority
677.46K
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 |
|---|---|---|---|---|---|---|---|
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 19.86K | SH | $12.98M 11.39% | 19.86K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 21.12K | SH | $5.36M 4.71% | 21.12K | 0.00 | 0.00 |
VALERO ENERGY CORPORATIONSOLE | COM | 20.42K | SH | $5.05M 4.43% | 20.42K | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 39.33K | SH | $4.89M 4.29% | 39.33K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 14.85K | SH | $4.60M 4.04% | 14.85K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 11.77K | SH | $4.36M 3.83% | 11.77K | 0.00 | 0.00 |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 14.76K | SH | $4.24M 3.73% | 14.76K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 13.76K | SH | $4.05M 3.56% | 13.76K | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 15.93K | SH | $3.89M 3.42% | 15.93K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 16.81K | SH | $3.50M 3.07% | 16.81K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCORPORATEDSOLE | COM | 3.92K | SH | $3.32M 2.91% | 3.92K | 0.00 | 0.00 |
EATON CORPORATION PLC SHS (IRELAND)SOLE | SHS | 9.23K | SH | $3.30M 2.90% | 9.23K | 0.00 | 0.00 |
ISHARES TR CORE MSCI EAFESOLE | CORE MSCI EAFE | 27.20K | SH | $2.46M 2.16% | 27.20K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | S&P 500 ETF SHS | 3.97K | SH | $2.37M 2.08% | 3.97K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS INCORPORATEDSOLE | COM | 8.01K | SH | $2.33M 2.04% | 8.01K | 0.00 | 0.00 |
CHUBB LIMITED SWITZ (SWITZERLAND)SOLE | COM | 6.98K | SH | $2.27M 2.00% | 6.98K | 0.00 | 0.00 |
CISCO SYSTEMS INCORPORATEDSOLE | COM | 27.86K | SH | $2.16M 1.90% | 27.86K | 0.00 | 0.00 |
UNITED BANKSHARES INCORPORATED WEST VASOLE | COM | 51.78K | SH | $2.14M 1.88% | 51.78K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.71K | SH | $2.13M 1.87% | 8.71K | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 8.65K | SH | $2.10M 1.84% | 8.65K | 0.00 | 0.00 |
TJX COMPANIES INCORPORATED NEWSOLE | COM | 12.85K | SH | $2.05M 1.80% | 12.85K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | COM NEW | 4.71K | SH | $2.05M 1.80% | 4.71K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATION SHS (IRELAND)SOLE | SHS | 14.94K | SH | $1.96M 1.72% | 14.94K | 0.00 | 0.00 |
CME GROUP INCORPORATEDSOLE | COM | 6.60K | SH | $1.95M 1.71% | 6.60K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | GOLD SHS | 4.35K | SH | $1.87M 1.64% | 4.35K | 0.00 | 0.00 |