GREENWOOD, SC
Allocation by class
Portfolio Concentration
Top 3 weight
11.3%
Top 10 weight
25.8%
Voting Authority Distribution
Total shares with voting rights: 10.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 132.05K | SH | $43.98M 4.28% | 0.00 | 0.00 | 132.05K |
MICROSOFT CORPSOLE | COM | 70.82K | SH | $36.32M 3.54% | 0.00 | 0.00 | 70.82K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.96K | SH | $35.97M 3.50% | 0.00 | 0.00 | 46.96K |
ALPHABET INCSOLE | CAP STK CL A | 93.46K | SH | $32.16M 3.13% | 0.00 | 0.00 | 93.46K |
J P MORGAN EXCHANGE TRADED FSOLE | BETA EURO ET NE | 358.99K | SH | $27.17M 2.65% | 0.00 | 0.00 | 358.99K |
AMAZON COM INCSOLE | COM | 78.82K | SH | $19.64M 1.91% | 0.00 | 0.00 | 78.82K |
ISHARES INCSOLE | MSCI EMRG CHN | 193.95K | SH | $19.22M 1.87% | 0.00 | 0.00 | 193.95K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 492.25K | SH | $18.22M 1.77% | 0.00 | 0.00 | 492.25K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 73.65K | SH | $16.20M 1.58% | 0.00 | 0.00 | 73.65K |
ISHARES TRSOLE | CORE MSCI PAC | 186.59K | SH | $15.88M 1.55% | 0.00 | 0.00 | 186.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.64K | SH | $15.26M 1.49% | 0.00 | 0.00 | 30.64K |
ISHARES TRSOLE | INTRM GOV CR ETF | 144.54K | SH | $14.90M 1.45% | 0.00 | 0.00 | 144.54K |
ISHARES TRSOLE | CORE US AGGBD ET | 154K | SH | $14.56M 1.42% | 0.00 | 0.00 | 154K |
AMGEN INCSOLE | COM | 31.21K | SH | $13.15M 1.28% | 0.00 | 0.00 | 31.21K |
ELI LILLY & COSOLE | COM | 11.26K | SH | $13.03M 1.27% | 0.00 | 0.00 | 11.26K |
ISHARES TRSOLE | CORE MSCI TOTAL | 137.07K | SH | $13.02M 1.27% | 0.00 | 0.00 | 137.07K |
BROADCOM INCSOLE | COM | 37.03K | SH | $13.00M 1.27% | 0.00 | 0.00 | 37.03K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 148.86K | SH | $12.23M 1.19% | 0.00 | 0.00 | 148.86K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 142.76K | SH | $11.85M 1.15% | 0.00 | 0.00 | 142.76K |
TEXAS INSTRS INCSOLE | COM | 42.07K | SH | $11.78M 1.15% | 0.00 | 0.00 | 42.07K |
PALO ALTO NETWORKS INCSOLE | COM | 26.87K | SH | $10.68M 1.04% | 0.00 | 0.00 | 26.87K |
SERVICENOW INCSOLE | COM | 76.44K | SH | $10.24M 1.00% | 0.00 | 0.00 | 76.44K |
JPMORGAN CHASE & COSOLE | COM | 30.67K | SH | $10.15M 0.99% | 0.00 | 0.00 | 30.67K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 159.31K | SH | $9.74M 0.95% | 0.00 | 0.00 | 159.31K |
JOHNSON & JOHNSONSOLE | COM | 36.55K | SH | $9.68M 0.94% | 0.00 | 0.00 | 36.55K |