ATHENS, GA
Allocation by class
Portfolio Concentration
Top 3 weight
39.3%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 9.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.40M | SH | $89.61M 15.21% | 0.00 | 0.00 | 1.40M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 137.87K | SH | $82.38M 13.98% | 0.00 | 0.00 | 137.87K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 2.53M | SH | $59.82M 10.15% | 0.00 | 0.00 | 2.53M |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 684.21K | SH | $42.63M 7.24% | 0.00 | 0.00 | 684.21K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 54.58K | SH | $38.08M 6.46% | 0.00 | 0.00 | 54.58K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 419.57K | SH | $30.31M 5.14% | 0.00 | 0.00 | 419.57K |
WISDOMTREE TRSOLE | EM EX ST-OWNED | 619.08K | SH | $24.82M 4.21% | 0.00 | 0.00 | 619.08K |
ISHARES TRSOLE | ULTRA SHORT DUR | 407.44K | SH | $20.62M 3.50% | 0.00 | 0.00 | 407.44K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.86K | SH | $18.24M 3.10% | 0.00 | 0.00 | 56.86K |
ETFIS SER TR ISOLE | VIRTUS NEWFLEET | 788.74K | SH | $17.94M 3.05% | 0.00 | 0.00 | 788.74K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 510.70K | SH | $12.64M 2.15% | 0.00 | 0.00 | 510.70K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 345.75K | SH | $10.70M 1.82% | 0.00 | 0.00 | 345.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 131.93K | SH | $10.17M 1.73% | 0.00 | 0.00 | 131.93K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 26.55K | SH | $7.62M 1.29% | 0.00 | 0.00 | 26.55K |
ISHARES TRSOLE | CORE S&P SCP ETF | 59.94K | SH | $7.45M 1.26% | 0.00 | 0.00 | 59.94K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 243.73K | SH | $7.09M 1.20% | 0.00 | 0.00 | 243.73K |
APPLE INCSOLE | COM | 22.22K | SH | $5.64M 0.96% | 0.00 | 0.00 | 22.22K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 54.58K | SH | $4.84M 0.82% | 0.00 | 0.00 | 54.58K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 56.51K | SH | $4.61M 0.78% | 0.00 | 0.00 | 56.51K |
ISHARES TRSOLE | IBOXX HI YD ETF | 54.55K | SH | $4.34M 0.74% | 0.00 | 0.00 | 54.55K |
ISHARES TRSOLE | U.S. TECH ETF | 21.67K | SH | $3.93M 0.67% | 0.00 | 0.00 | 21.67K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.76K | SH | $3.74M 0.64% | 0.00 | 0.00 | 5.76K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.32K | SH | $3.47M 0.59% | 0.00 | 0.00 | 5.32K |
MICROSOFT CORPSOLE | COM | 9.30K | SH | $3.44M 0.58% | 0.00 | 0.00 | 9.30K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 11.88K | SH | $3.11M 0.53% | 0.00 | 0.00 | 11.88K |