CHAPEL HILL, NC
Allocation by class
Portfolio Concentration
Top 3 weight
16.5%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 4.86M
Full voting authority
4.86M
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 CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 919.35K | SH | $44.52M 6.27% | 919.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 57.00 | SH | $42.68M 6.01% | 57.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 85.75K | SH | $30.30M 4.27% | 85.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100.32K | SH | $29.03M 4.09% | 100.32K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 30.40K | SH | $25.23M 3.55% | 30.40K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 114K | SH | $21.63M 3.05% | 114K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 62K | SH | $20.97M 2.95% | 62K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 47.94K | SH | $20.68M 2.91% | 47.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 54.54K | SH | $20.34M 2.86% | 54.54K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 141.71K | SH | $17.68M 2.49% | 141.71K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 105K | SH | $15.91M 2.24% | 105K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 205.85K | SH | $15.54M 2.19% | 205.85K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 24.21K | SH | $15.40M 2.17% | 24.21K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 29K | SH | $13.20M 1.86% | 29K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 18.11K | SH | $12.92M 1.82% | 18.11K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 29.41K | SH | $12.53M 1.76% | 29.41K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 105.04K | SH | $12.34M 1.74% | 105.04K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 127.42K | SH | $12.29M 1.73% | 127.42K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.12K | SH | $11.99M 1.69% | 33.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 41.84K | SH | $10.63M 1.50% | 41.84K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 19.42K | SH | $10.16M 1.43% | 19.42K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 104.08K | SH | $10.08M 1.42% | 104.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 29.05K | SH | $9.51M 1.34% | 29.05K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 104.16K | SH | $9.14M 1.29% | 104.16K | 0.00 | 0.00 |
WILLIAMS SONOMA INCSOLE | COM | 38.57K | SH | $8.99M 1.27% | 38.57K | 0.00 | 0.00 |