GREENWOOD, SC
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
25.2%
Voting Authority Distribution
Total shares with voting rights: 10.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 139.99K | SH | $40.51M 3.98% | 0.00 | 0.00 | 139.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 53.70K | SH | $40.22M 3.95% | 0.00 | 0.00 | 53.70K |
ALPHABET INCSOLE | CAP STK CL A | 92.01K | SH | $32.88M 3.23% | 0.00 | 0.00 | 92.01K |
J P MORGAN EXCHANGE TRADED FSOLE | BETA EURO ET NE | 379.65K | SH | $29.53M 2.90% | 0.00 | 0.00 | 379.65K |
MICROSOFT CORPSOLE | COM | 74.82K | SH | $27.91M 2.74% | 0.00 | 0.00 | 74.82K |
AMAZON COM INCSOLE | COM | 79.93K | SH | $19.05M 1.87% | 0.00 | 0.00 | 79.93K |
ISHARES INCSOLE | MSCI EMRG CHN | 183.45K | SH | $18.77M 1.84% | 0.00 | 0.00 | 183.45K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 445.29K | SH | $16.40M 1.61% | 0.00 | 0.00 | 445.29K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 57.59K | SH | $16.20M 1.59% | 0.00 | 0.00 | 57.59K |
ISHARES TRSOLE | CORE MSCI PAC | 190.96K | SH | $15.65M 1.54% | 0.00 | 0.00 | 190.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.12K | SH | $15.57M 1.53% | 0.00 | 0.00 | 31.12K |
ISHARES TRSOLE | INTRM GOV CR ETF | 141.13K | SH | $14.97M 1.47% | 0.00 | 0.00 | 141.13K |
ISHARES TRSOLE | CORE US AGGBD ET | 145.60K | SH | $14.41M 1.41% | 0.00 | 0.00 | 145.60K |
ELI LILLY & COSOLE | COM | 11.65K | SH | $13.97M 1.37% | 0.00 | 0.00 | 11.65K |
PALO ALTO NETWORKS INCSOLE | COM | 39.88K | SH | $13.60M 1.33% | 0.00 | 0.00 | 39.88K |
ISHARES TRSOLE | CORE MSCI TOTAL | 137.76K | SH | $13.15M 1.29% | 0.00 | 0.00 | 137.76K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 150.83K | SH | $12.36M 1.21% | 0.00 | 0.00 | 150.83K |
BROADCOM INCSOLE | COM | 32.53K | SH | $12.29M 1.21% | 0.00 | 0.00 | 32.53K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 139.05K | SH | $11.47M 1.13% | 0.00 | 0.00 | 139.05K |
AMGEN INCSOLE | COM | 30.17K | SH | $10.92M 1.07% | 0.00 | 0.00 | 30.17K |
TEXAS INSTRS INCSOLE | COM | 36.52K | SH | $10.89M 1.07% | 0.00 | 0.00 | 36.52K |
JPMORGAN CHASE & COSOLE | COM | 31.82K | SH | $10.41M 1.02% | 0.00 | 0.00 | 31.82K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 166.58K | SH | $9.70M 0.95% | 0.00 | 0.00 | 166.58K |
JOHNSON & JOHNSONSOLE | COM | 37.98K | SH | $9.65M 0.95% | 0.00 | 0.00 | 37.98K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 154.43K | SH | $9.39M 0.92% | 0.00 | 0.00 | 154.43K |