BIRMINGHAM, AL
Allocation by class
Portfolio Concentration
Top 3 weight
8.9%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 40.14M
Full voting authority
40.14M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 1.28M | SH | $110.46M 3.72% | 1.28M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 376.25K | SH | $82.00M 2.76% | 376.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.01M | SH | $71.97M 2.42% | 1.01M | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 1.51M | SH | $58.91M 1.98% | 1.51M | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 191.65K | SH | $55.46M 1.87% | 191.65K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 1.44M | SH | $50.16M 1.69% | 1.44M | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 655.37K | SH | $49.49M 1.67% | 655.37K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 242.54K | SH | $48.53M 1.63% | 242.54K | 0.00 | 0.00 |
APPLIED MATLS INC COMSOLE | Stock | 51.88K | SH | $37.51M 1.26% | 51.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 103.81K | SH | $37.10M 1.25% | 103.81K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 382.86K | SH | $35.09M 1.18% | 382.86K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 81.30K | SH | $34.19M 1.15% | 81.30K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 90.87K | SH | $33.62M 1.13% | 90.86K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 140.52K | SH | $33.49M 1.13% | 140.52K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 87.01K | SH | $32.87M 1.11% | 87.01K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 510.24K | SH | $31.74M 1.07% | 510.23K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 45.76K | SH | $31.43M 1.06% | 45.76K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INC COMSOLE | Stock | 254.39K | SH | $30.10M 1.01% | 254.39K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 80.33K | SH | $29.96M 1.01% | 80.32K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 123.69K | SH | $29.27M 0.99% | 123.69K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 369.59K | SH | $28.79M 0.97% | 369.59K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHSSOLE | ADR | 14.14K | SH | $28.13M 0.95% | 14.14K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 580.20K | SH | $25.74M 0.87% | 580.19K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 414.76K | SH | $24.76M 0.83% | 414.76K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 458.89K | SH | $23.43M 0.79% | 458.89K | 0.00 | 0.00 |