CHATTANOOGA, TN
Allocation by class
Portfolio Concentration
Top 3 weight
63.3%
Top 10 weight
96.9%
Voting Authority Distribution
Total shares with voting rights: 12.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 6.28M | SH | $157.63M 37.02% | 0.00 | 0.00 | 6.28M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 2.47M | SH | $61.15M 14.36% | 0.00 | 0.00 | 2.47M |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 614.91K | SH | $50.88M 11.95% | 0.00 | 0.00 | 614.91K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.55M | SH | $47.59M 11.18% | 0.00 | 0.00 | 1.55M |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 580.53K | SH | $34.57M 8.12% | 0.00 | 0.00 | 580.53K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 692.83K | SH | $32.53M 7.64% | 0.00 | 0.00 | 692.83K |
ISHARES TRSOLE | CORE S&P SCP ETF | 182.59K | SH | $22.70M 5.33% | 0.00 | 0.00 | 182.59K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.60K | SH | $2.99M 0.70% | 0.00 | 0.00 | 4.60K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 6.89K | SH | $1.48M 0.35% | 0.00 | 0.00 | 6.89K |
APPLE INCSOLE | COM | 4.24K | SH | $1.08M 0.25% | 0.00 | 0.00 | 4.24K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 20.05K | SH | $1.00M 0.23% | 0.00 | 0.00 | 20.05K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.13K | SH | $882.0K 0.21% | 0.00 | 0.00 | 4.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.66K | SH | $854.3K 0.20% | 0.00 | 0.00 | 2.66K |
ISHARES TRSOLE | CORE US AGGBD ET | 8.10K | SH | $804.2K 0.19% | 0.00 | 0.00 | 8.10K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 9.83K | SH | $738.3K 0.17% | 0.00 | 0.00 | 9.83K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 22.89K | SH | $698.3K 0.16% | 0.00 | 0.00 | 22.89K |
BROADCOM INCSOLE | COM | 1.76K | SH | $544.4K 0.13% | 0.00 | 0.00 | 1.76K |
SMARTFINANCIAL INCSOLE | COM NEW | 11.84K | SH | $462.6K 0.11% | 0.00 | 0.00 | 11.84K |
NVIDIA CORPORATIONSOLE | COM | 1.97K | SH | $343.2K 0.08% | 0.00 | 0.00 | 1.97K |
LOWES COS INCSOLE | COM | 1.41K | SH | $333.2K 0.08% | 0.00 | 0.00 | 1.41K |
ALPHABET INCSOLE | CAP STK CL A | 1.03K | SH | $295.6K 0.07% | 0.00 | 0.00 | 1.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 898.00 | SH | $235.2K 0.06% | 0.00 | 0.00 | 898.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 499.00 | SH | $218.1K 0.05% | 0.00 | 0.00 | 499.00 |
MICROSOFT CORPSOLE | COM | 571.00 | SH | $211.4K 0.05% | 0.00 | 0.00 | 571.00 |
HOME DEPOT INCSOLE | COM | 620.00 | SH | $203.9K 0.05% | 0.00 | 0.00 | 620.00 |