OKATIE, SC
Allocation by class
Portfolio Concentration
Top 3 weight
56.2%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 815.40K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
815.40K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 106.07K | SH | $46.33M 27.97% | 0.00 | 0.00 | 106.07K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 164.39K | SH | $32.25M 19.47% | 0.00 | 0.00 | 164.39K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 50.45K | SH | $14.49M 8.75% | 0.00 | 0.00 | 50.45K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 52.54K | SH | $11.41M 6.89% | 0.00 | 0.00 | 52.54K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 42.99K | SH | $11.26M 6.80% | 0.00 | 0.00 | 42.99K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 29.84K | SH | $9.02M 5.44% | 0.00 | 0.00 | 29.84K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 100.18K | SH | $7.52M 4.54% | 0.00 | 0.00 | 100.18K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 22.53K | SH | $4.15M 2.51% | 0.00 | 0.00 | 22.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.91K | SH | $4.13M 2.49% | 0.00 | 0.00 | 6.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.93K | SH | $2.86M 1.73% | 0.00 | 0.00 | 8.93K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 10.52K | SH | $2.17M 1.31% | 0.00 | 0.00 | 10.52K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 7.06K | SH | $1.82M 1.10% | 0.00 | 0.00 | 7.06K |
BANK AMERICA CORPSOLE | COM | 34.32K | SH | $1.67M 1.01% | 0.00 | 0.00 | 34.32K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 4.10K | SH | $1.51M 0.91% | 0.00 | 0.00 | 4.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.19K | SH | $1.29M 0.78% | 0.00 | 0.00 | 20.19K |
PHILIP MORRIS INTL INCSOLE | COM | 7.67K | SH | $1.27M 0.77% | 0.00 | 0.00 | 7.67K |
VANGUARD WORLD FDSOLE | ENERGY ETF | 7K | SH | $1.21M 0.73% | 0.00 | 0.00 | 7K |
EXXON MOBIL CORPSOLE | COM | 5.26K | SH | $892.9K 0.54% | 0.00 | 0.00 | 5.26K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 2.92K | SH | $874.1K 0.53% | 0.00 | 0.00 | 2.92K |
APPLE INCSOLE | COM | 2.91K | SH | $737.8K 0.45% | 0.00 | 0.00 | 2.91K |
AT&T INCSOLE | COM | 25.38K | SH | $735.7K 0.44% | 0.00 | 0.00 | 25.38K |
ALTRIA GROUP INCSOLE | COM | 10.30K | SH | $679.9K 0.41% | 0.00 | 0.00 | 10.30K |
AMERICAN ELEC PWR CO INCSOLE | COM | 4.77K | SH | $625.1K 0.38% | 0.00 | 0.00 | 4.77K |
TRUIST FINL CORPSOLE | COM | 13.51K | SH | $620.9K 0.37% | 0.00 | 0.00 | 13.51K |
SOUTHERN COSOLE | COM | 5.87K | SH | $566.3K 0.34% | 0.00 | 0.00 | 5.87K |