MEMPHIS, TN
Allocation by class
Portfolio Concentration
Top 3 weight
30.3%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 5.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 607.78K | SH | $52.35M 11.80% | 0.00 | 0.00 | 607.77K |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 533.74K | SH | $51.04M 11.50% | 0.00 | 0.00 | 533.74K |
ISHARES CORE S&P US VALUE ETFSOLE | ETF | 282.32K | SH | $31.10M 7.01% | 0.00 | 0.00 | 282.32K |
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETFSOLE | ETF | 361.18K | SH | $29.75M 6.71% | 0.00 | 0.00 | 361.18K |
FIDELITY ENHANCED MID CAP CORE ETFSOLE | ETF | 533.93K | SH | $21.67M 4.88% | 0.00 | 0.00 | 533.93K |
APPLE INCSOLE | Stock | 59.69K | SH | $17.27M 3.89% | 0.00 | 0.00 | 59.69K |
TR ACTIVEBETA US SMALL CAP EQUITY ETFSOLE | ETF | 157.61K | SH | $14.38M 3.24% | 0.00 | 0.00 | 157.61K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 189.40K | SH | $13.49M 3.04% | 0.00 | 0.00 | 189.40K |
VANGUARD VALUE ETFSOLE | ETF | 49.85K | SH | $10.86M 2.45% | 0.00 | 0.00 | 49.85K |
VANGUARD S&P 500 ETFSOLE | ETF | 15.78K | SH | $10.84M 2.44% | 0.00 | 0.00 | 15.78K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 317.24K | SH | $10.06M 2.27% | 0.00 | 0.00 | 317.24K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 137.68K | SH | $8.22M 1.85% | 0.00 | 0.00 | 137.68K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 27.07K | SH | $8.20M 1.85% | 0.00 | 0.00 | 27.07K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 14.49K | SH | $7.25M 1.63% | 0.00 | 0.00 | 14.49K |
MICROSOFTSOLE | Stock | 17.24K | SH | $6.43M 1.45% | 0.00 | 0.00 | 17.24K |
AMAZON.COM INCSOLE | Stock | 23.62K | SH | $5.63M 1.27% | 0.00 | 0.00 | 23.62K |
FIRST HORIZON CORPORATION COMSOLE | Stock | 214.50K | SH | $5.50M 1.24% | 0.00 | 0.00 | 214.50K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 50.04K | SH | $4.91M 1.11% | 0.00 | 0.00 | 50.04K |
VANGUARD MID-CAP ETFSOLE | ETF | 52.19K | SH | $4.20M 0.95% | 0.00 | 0.00 | 52.19K |
ALPHABET INC CAP STK CL CSOLE | Stock | 11.34K | SH | $4.01M 0.90% | 0.00 | 0.00 | 11.34K |
INVESCO S&P MIDCAP QUALITY ETFSOLE | ETF | 33.83K | SH | $3.82M 0.86% | 0.00 | 0.00 | 33.83K |
AUTOZONE INC NEVSOLE | Stock | 1.19K | SH | $3.82M 0.86% | 0.00 | 0.00 | 1.19K |
FEDEX CORPSOLE | Stock | 11.41K | SH | $3.57M 0.81% | 0.00 | 0.00 | 11.41K |
MASTERCARD INCSOLE | Stock | 6.53K | SH | $3.35M 0.76% | 0.00 | 0.00 | 6.53K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 4.11K | SH | $3.07M 0.69% | 0.00 | 0.00 | 4.10K |