MEMPHIS, TN
Allocation by class
Portfolio Concentration
Top 3 weight
32.0%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 3.80M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 507.77K | SH | $44.60M 12.37% | 0.00 | 0.00 | 507.77K |
VANGUARD GROWTH ETFSOLE | ETF | 98.97K | SH | $43.23M 11.98% | 0.00 | 0.00 | 98.97K |
ISHARES CORE S&P US VALUE ETFSOLE | ETF | 270.47K | SH | $27.66M 7.67% | 0.00 | 0.00 | 270.47K |
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETFSOLE | ETF | 313.89K | SH | $23.91M 6.63% | 0.00 | 0.00 | 313.89K |
APPLE INCSOLE | Stock | 57.77K | SH | $14.66M 4.06% | 0.00 | 0.00 | 57.77K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 183.84K | SH | $11.78M 3.27% | 0.00 | 0.00 | 183.84K |
TR ACTIVEBETA US SMALL CAP EQUITY ETFSOLE | ETF | 151.90K | SH | $11.32M 3.14% | 0.00 | 0.00 | 151.90K |
VANGUARD S&P 500 ETFSOLE | ETF | 16.55K | SH | $9.89M 2.74% | 0.00 | 0.00 | 16.55K |
VANGUARD VALUE ETFSOLE | ETF | 46.75K | SH | $9.17M 2.54% | 0.00 | 0.00 | 46.75K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 246.30K | SH | $7.56M 2.10% | 0.00 | 0.00 | 246.29K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 132.97K | SH | $7.19M 1.99% | 0.00 | 0.00 | 132.97K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 26.71K | SH | $7.00M 1.94% | 0.00 | 0.00 | 26.71K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 14.49K | SH | $6.94M 1.92% | 0.00 | 0.00 | 14.49K |
MICROSOFTSOLE | Stock | 17.16K | SH | $6.35M 1.76% | 0.00 | 0.00 | 17.16K |
AMAZON.COM INCSOLE | Stock | 23.53K | SH | $4.90M 1.36% | 0.00 | 0.00 | 23.53K |
FIRST HORIZON CORPORATION COMSOLE | Stock | 214.68K | SH | $4.89M 1.35% | 0.00 | 0.00 | 214.68K |
INVESCO S&P MIDCAP QUALITY ETFSOLE | ETF | 42.57K | SH | $4.40M 1.22% | 0.00 | 0.00 | 42.57K |
AUTOZONE INC NEVSOLE | Stock | 1.20K | SH | $4.06M 1.13% | 0.00 | 0.00 | 1.20K |
FEDEX CORPSOLE | Stock | 11.38K | SH | $4.05M 1.12% | 0.00 | 0.00 | 11.38K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 41.27K | SH | $3.89M 1.08% | 0.00 | 0.00 | 41.27K |
VANGUARD MID-CAP ETFSOLE | ETF | 12.86K | SH | $3.69M 1.02% | 0.00 | 0.00 | 12.86K |
ALPHABET INC CAP STK CL CSOLE | Stock | 12.02K | SH | $3.45M 0.96% | 0.00 | 0.00 | 12.02K |
MASTERCARD INCSOLE | Stock | 6.34K | SH | $3.17M 0.88% | 0.00 | 0.00 | 6.34K |
WALMART INC COMSOLE | Stock | 24.21K | SH | $3.01M 0.83% | 0.00 | 0.00 | 24.21K |
VISA INCSOLE | Stock | 8.96K | SH | $2.71M 0.75% | 0.00 | 0.00 | 8.96K |