MOUNT PLEASANT, SC
Allocation by class
Portfolio Concentration
Top 3 weight
59.2%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 118.31K | SH | $23.21M 23.12% | 0.00 | 0.00 | 118.31K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 90.45K | SH | $19.65M 19.57% | 0.00 | 0.00 | 90.45K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 283.25K | SH | $16.58M 16.52% | 0.00 | 0.00 | 283.25K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 208.37K | SH | $16.52M 16.45% | 0.00 | 0.00 | 208.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 158.65K | SH | $10.17M 10.13% | 0.00 | 0.00 | 158.65K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 45.89K | SH | $6.69M 6.66% | 0.00 | 0.00 | 45.89K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 62.03K | SH | $3.35M 3.34% | 0.00 | 0.00 | 62.03K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.50K | SH | $3.06M 3.05% | 0.00 | 0.00 | 34.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 759.00 | SH | $363.7K 0.36% | 0.00 | 0.00 | 759.00 |
APPLE INCSOLE | COM | 1.08K | SH | $273.3K 0.27% | 0.00 | 0.00 | 1.08K |
WALMART INCSOLE | COM | 2.12K | SH | $264.0K 0.26% | 0.00 | 0.00 | 2.12K |
COCA COLA COSOLE | COM | 3.39K | SH | $258.0K 0.26% | 0.00 | 0.00 | 3.39K |